Wealth Advisor: Investment Planning & Client Growth
Bank of Montreal
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Benefits offered by this job
Job summary
Bank of Montreal in Glen Ellyn seeks an experienced Wealth Sales & Service professional to provide financial planning and investment guidance. You will identify client needs and design solutions across managed products and services, while supporting sales targets and referrals to partners.
The role emphasizes collaboration with the client relationship team, data-driven decision making, and adherence to risk and regulatory standards.
Qualifications
- Typically 4–6 years of experience and a related post-secondary degree or equivalent.
- FINRA Series 6, 63 & 65 licenses OR Series 7 & 66 licenses.
- Life and Health Insurance Producer’s License.
- Completed LTC Continuing Education Requirements.
- Strong knowledge of financial products and fee-based advice.
- Experience with managed products and banking services.
Responsibilities
- Provide financial and investment planning and advice to customers.
- Develop solutions and recommendations for client scenarios.
- Support sales targets for new assets, forecasting, and performance.
- Lead and participate in change management and communication plans.
- Collaborate with relationship teams to enhance client experience.
Skills
Education
Job description
Bank of Montreal in Glen Ellyn seeks an experienced Wealth Sales & Service professional to provide financial planning and investment guidance. You will identify client needs and design solutions across managed products and services, while supporting sales targets and referrals to partners.
The role emphasizes collaboration with the client relationship team, data-driven decision making, and adherence to risk and regulatory standards.
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