Wealth Private Banking Advisor

bmo; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Toronto, ON, is hiring a Private Banking Client Associate to deliver exceptional service to high-net-worth clients. You will identify needs, discuss referrals with branch teams, and ensure compliance while supporting relationship growth.

The role requires 2–3 years in wealth or banking, a post-secondary degree, and licensing such as Investment Funds in Canada Course; Mandarin is preferred. Competitive compensation and benefits apply.

Qualifications

• Typically 2–3 years of relevant banking or wealth services experience.
• Must meet licensing requirements; Investment Funds in Canada Course is mandatory.
• Working knowledge of personal and lending products and related policies.
• Strong verbal and written communication; collaboration skills.
• Mandarin language skills are preferred.

Responsibilities

• Deliver an exceptional customer experience to private banking clients.
• Identify and discuss clients' needs and refer to branch/ regional teams.
• Ensure compliance and operational effectiveness.
• Assist in preparing new business proposals or presentations for clients/prospects.
• Take ownership of client inquiries and resolve issues promptly.

Skills

Client relationships

Cross-selling

Communication

Problem solving

Teamwork

Education

Post-secondary degree

Investment Funds in Canada Course

Tools

CRM software

Banking systems

Job description

BMO Financial Group in Toronto, ON, is hiring a Private Banking Client Associate to deliver exceptional service to high-net-worth clients. You will identify needs, discuss referrals with branch teams, and ensure compliance while supporting relationship growth.

The role requires 2–3 years in wealth or banking, a post-secondary degree, and licensing such as Investment Funds in Canada Course; Mandarin is preferred. Competitive compensation and benefits apply.