Wealth Investment Advisor

BMO; Calgary; On-site; CAD 42,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Calgary is seeking a client-focused Wealth Advisor within the Wealth Sales & Service group. You will manage and grow client relationships by delivering tailored investment-related advice, service, and education to help clients reach their financial goals.

You will collaborate with lead advisors and internal partners to develop portfolios, conduct reviews, propose wealth strategies, and ensure compliant, timely delivery of guidance and service across client accounts.

Qualifications

• Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Build and nurture client relationships through service and advice.
• Prepare and execute client portfolio reviews including meetings and proposals.
• Provide investment guidance and wealth management strategies to clients.
• Escalate complex client situations and ensure timely resolution.
• Collaborate with lead advisors and internal partners to grow business and referrals.
• Support plans and execution of business objectives while maintaining compliance.

Skills

Verbal & Written Communication

Collaboration & Teamwork

Analytical & Problem Solving

Influence Skills

Education

Licensing and certification requirements for the branch/jurisdiction

Job description

BMO Calgary is seeking a client-focused Wealth Advisor within the Wealth Sales & Service group. You will manage and grow client relationships by delivering tailored investment-related advice, service, and education to help clients reach their financial goals.

You will collaborate with lead advisors and internal partners to develop portfolios, conduct reviews, propose wealth strategies, and ensure compliant, timely delivery of guidance and service across client accounts.