Wealth Advisor: Client Growth & Planning

BMO; Canada; On-site; CAD 35,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns & BMO Private Wealth is hiring in Canada to manage and grow client relationships through skilled investment advice and service delivery. The role emphasizes client-centric advice, portfolio reviews, and collaboration with lead advisors to meet client needs and drive growth.

Focus on delivering tailored wealth management solutions, handling referrals, and contributing to business planning while maintaining regulatory compliance and data integrity.

Qualifications

• Verbal and written communication skills required.
• Strong collaboration and teamwork abilities.
• Analytical and problem-solving skills with attention to detail.
• Ability to influence and drive results in a client-focused environment.

Responsibilities

• Build and maintain client relationships through service and advice.
• Provide investment-related guidance, education on strategies, risks and outcomes.
• Support portfolio reviews and prepare proposals and reports for clients.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical & problem solving

Influence & negotiation

Education

Licensing & certification requirements

Job description

BMO Nesbitt Burns & BMO Private Wealth is hiring in Canada to manage and grow client relationships through skilled investment advice and service delivery. The role emphasizes client-centric advice, portfolio reviews, and collaboration with lead advisors to meet client needs and drive growth.

Focus on delivering tailored wealth management solutions, handling referrals, and contributing to business planning while maintaining regulatory compliance and data integrity.