Wealth Advisory & Client Experience Lead
BMO Harris Bank
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
BMO Financial Group seeks a driven professional to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. You will build relationships, drive new client acquisition, and grow assets under management by recommending products and coordinating with advisors.
The role emphasizes sales targets, community engagement, and education of clients on digital platforms, with a strong emphasis on compliance, risk management, and client
Job description
BMO Financial Group seeks a driven professional to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. You will build relationships, drive new client acquisition, and grow assets under management by recommending products and coordinating with advisors.
The role emphasizes sales targets, community engagement, and education of clients on digital platforms, with a strong emphasis on compliance, risk management, and client
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
