Wealth & Banking Advisor for High-Value Clients

Bank of Montreal; Denver (CO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Denver seeks a Retail Banking Sales & Service professional to serve as the primary client contact, uncover financial needs, and offer holistic banking and investment solutions. You will work with BMO partners and community networks to build relationships, drive new assets, and expand investment penetration while guiding clients through digital platforms.

The role emphasizes financial planning, product knowledge across deposits, loans, brokerage and insurance, and

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Post-secondary degree in related field preferred, not required.
• Licensing: SIE and state/federal registrations or equivalents as applicable.

Responsibilities

• Act as primary client contact to uncover needs and provide holistic banking/investment solutions.
• Grow assets under management and deepen client relationships through advisory guidance.
• Collaborate with internal partners to deliver tailored financial plans and products.
• Identify and pursue new business opportunities while ensuring regulatory compliance.

Skills

Client relationships

Prospecting & acquisition

Financial needs discovery

Sales strategy & execution

Advisory & communication

Education

Post-secondary degree

Job description

Bank of Montreal in Denver seeks a Retail Banking Sales & Service professional to serve as the primary client contact, uncover financial needs, and offer holistic banking and investment solutions. You will work with BMO partners and community networks to build relationships, drive new assets, and expand investment penetration while guiding clients through digital platforms.

The role emphasizes financial planning, product knowledge across deposits, loans, brokerage and insurance, and