Strategic Wealth Advisor & Planning Specialist

Bank of Montreal; Long Beach (CA); On-site; CAD 90,000 - 167,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in California seeks a Wealth Advisor to deliver financial planning and advice with the team. You will assess client needs, propose solutions across investments, insurance, and retirement plans, and drive asset growth through joint appointments and referrals.

You will develop strategies, prepare reports and dashboards, and support strategic initiatives while ensuring compliance and safeguarding client assets.

Qualifications

• Typically, between 4–6 years of relevant experience with post-secondary degree in related field.
• FINRA Series 6, 63 & 65 licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of the financial industry.
• In-depth experience with managed products and fee-based advice.
• In-depth understanding of deposit and loan products and banking services.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Provides financial and investment planning and advice to clients in collaboration with the team.
• Supports sales and performance targets for asset sales, joint appointments, fee-based sales, and planning.
• Develops business development strategies to acquire new business and cultivate referrals.
• Identifies opportunities to generate referrals for personal and commercial banking products.
• Implements a relationship management plan with the lead relationship manager.
• Produces reports and dashboards to track performance and provide insights.
• Ensures risk and compliance processes are followed to safeguard assets.

Skills

Verbal & written communication

Analytical and problem solving

Data driven decision making

Collaboration & teamwork

Financial services knowledge

Experience with managed products

Education

Post-secondary degree in related field

FINRA licenses (6/63/65) OR (7/66)

Life and Health Insurance Producer’s License

Completed LTC Continuing Education

Job description

Bank of Montreal in California seeks a Wealth Advisor to deliver financial planning and advice with the team. You will assess client needs, propose solutions across investments, insurance, and retirement plans, and drive asset growth through joint appointments and referrals.

You will develop strategies, prepare reports and dashboards, and support strategic initiatives while ensuring compliance and safeguarding client assets.