Wealth Management Associate

Financeroles; 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 Financial Group in Calgary seeks a client-focused wealth advisor to grow relationships and provide tailored investment advice. You will partner with lead advisors to deliver service, prepare portfolio reviews, and develop financial plans for clients.

Role emphasizes collaboration, adherence to regulatory standards, and proactive client engagement, including referrals and community networking to support growth.

Qualifications

• Verbal and written communication skills with depth and clarity.
• Strong collaboration and teamwork capabilities within a multilevel environment.
• Analytical and problem-solving skills applied to financial scenarios.
• Influence skills to guide client discussions and cross-team coordination.
• Specialized knowledge in wealth management or related field.

Responsibilities

• Partner with lead advisor to build relationships with COIs and business partners.
• Support client growth objectives through proactive sales, business development, and events.
• Prepare and execute client portfolio reviews, including reports and investment research.
• Advise clients on investment concepts, wealth plans, and related offerings as directed by leads.
• Escalate complex client situations and complaints with guidance to resolution.
• Deliver timely, accurate service and support to clients and team members.
• Prepare financial plans to help clients reach goals like retirement.
• Collaborate with internal and external stakeholders to meet business objectives.
• Manage databases, support analysis, forecasting and data visualization under governance.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence skills

Specialized knowledge

Job description

BMO Financial Group in Calgary seeks a client-focused wealth advisor to grow relationships and provide tailored investment advice. You will partner with lead advisors to deliver service, prepare portfolio reviews, and develop financial plans for clients.

Role emphasizes collaboration, adherence to regulatory standards, and proactive client engagement, including referrals and community networking to support growth.