Wealth Client Relationship Advisor

Bank of Montreal; Onalaska (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Onalaska, WI is seeking a Wealth Sales & Service professional to support financial planning, client service, and relationship building. You will work with the team to deliver an exceptional customer experience and coordinate with partners across the branch.

You will analyze sales performance, prepare reports, and assist with investment products, staying compliant with regulatory requirements while helping clients meet their goals.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of proprietary products and services.
• Relevant investment industry licensing for the designated jurisdiction / portfolio.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Supports delivery of financial and investment planning and advice.
• Identifies gaps, issues and best practices through monitoring of sales and service performance.
• Builds and maintains client relationships through client acquisition both from internal referrals and external sources.
• Analyzes data and provides insights; prepares regular and ad-hoc reports and dashboards.

Skills

Investment process

Proprietary products

Communication skills

Organizational skills

Team collaboration

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group in Onalaska, WI is seeking a Wealth Sales & Service professional to support financial planning, client service, and relationship building. You will work with the team to deliver an exceptional customer experience and coordinate with partners across the branch.

You will analyze sales performance, prepare reports, and assist with investment products, staying compliant with regulatory requirements while helping clients meet their goals.