Wealth Advisor: Client Growth & Investment Strategies

BMO U.S.; Brossard; On-site; CAD 40,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns is seeking a client-focused wealth professional in Canada to manage and grow client relationships by delivering tailored investment-related advice, service, and solutions. You will educate clients on investment strategies, risks, and performance expectations while building trust and referrals across the team.

You will collaborate with lead advisors to nurture COI relationships, execute on marketing activities, prepare financial plans, and support growth objectives through

Qualifications

• Minimum 5 years of relevant experience and/or certification in related field of study or equivalent experience.
• Licensing and certification requirements for the branch/jurisdiction where the mandate is fulfilled.
• Verbal & written communication skills – in-depth.
• Collaboration & team skills – in-depth.
• Analytical and problem solving skills – in-depth.
• Influence skills – in-depth.

Responsibilities

• Manage and grow client relationships through service and advice.
• Assess client investment needs to provide professional investment-related guidance and referrals.
• Develop and retain long-term client relationships and deliver exceptional client experiences.
• Prepare and execute client portfolio reviews as directed by lead advisor.
• Collaborate with internal partners to identify opportunities for growth and deliver on client needs.
• Support annual business planning and attainment of growth objectives.

Skills

Client relationships

Sales and service

Investment concepts

Portfolio reviews

Job description

BMO Nesbitt Burns is seeking a client-focused wealth professional in Canada to manage and grow client relationships by delivering tailored investment-related advice, service, and solutions. You will educate clients on investment strategies, risks, and performance expectations while building trust and referrals across the team.

You will collaborate with lead advisors to nurture COI relationships, execute on marketing activities, prepare financial plans, and support growth objectives through