Wealth Advisor: Strategic Financial Planning & Growth
BMO Harris Bank
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Benefits offered by this job
Job summary
BMO Harris Bank is seeking a Wealth Sales & Service professional to deliver comprehensive banking solutions and investment guidance. You will collaborate with team members to assess client needs, provide solutions across managed products, and drive business development and referrals.
The role emphasizes strategic planning, relationship management, and coordination with partners to align client outcomes with the bank's goals.
Qualifications
- Typically 4–6 years of relevant experience and a post-secondary degree or equivalent.
- Strong knowledge of financial products and banking services.
- Experience with managed products and fee-based advice.
Responsibilities
- Support sales and performance targets for asset sales, joint appointments, and fee-based advice.
- Develop and implement business development strategies to acquire new business and referrals.
- Identify opportunities during client conversations to generate referrals for banking and investment products.
- Coordinate and execute strategic initiatives with stakeholders and track metrics.
- Build reports and dashboards; manage data governance and analytics.
Skills
Education
Job description
BMO Harris Bank is seeking a Wealth Sales & Service professional to deliver comprehensive banking solutions and investment guidance. You will collaborate with team members to assess client needs, provide solutions across managed products, and drive business development and referrals.
The role emphasizes strategic planning, relationship management, and coordination with partners to align client outcomes with the bank's goals.
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