Wealth Planner & Investment Solutions Lead

Bank of Montreal; San Diego (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in San Diego seeks a wealth sales & service professional to provide financial planning and advice, delivering a full range of managed products and services to clients. You will collaborate with colleagues to tailor banking solutions and help clients achieve their financial goals.

The role emphasizes discovery, risk management, and ongoing client relationships, with a focus on asset growth and fee-based guidance. Requires 4–6 years of experience and relevant FINRA licenses.

Qualifications

• Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• In-depth experience working with managed products and providing fee-based advice.
• In-depth understanding of deposit and loan (including mortgage) products and banking services.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Provides financial planning and advice in collaboration with team members to deliver comprehensive banking solutions.
• Determines client needs and provides solutions through the sale of managed products and services.
• Supports achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Develops solutions and makes recommendations based on business strategy and stakeholder needs.
• Manages databases and provides support for analysis, forecasting and/or data visualization.
• Builds change management plans and leads initiatives with stakeholder management and execution.

Skills

Sales and advisory experience

Analytical thinking

Strong communication skills

Relationship management

Data-driven decision making

Collaboration & teamwork

Education

Bachelor's degree in finance or related field

Tools

FINRA Series 6/63/65

FINRA Series 7/66

Life and Health Insurance License

LTC Continuing Education

Job description

Bank of Montreal in San Diego seeks a wealth sales & service professional to provide financial planning and advice, delivering a full range of managed products and services to clients. You will collaborate with colleagues to tailor banking solutions and help clients achieve their financial goals.

The role emphasizes discovery, risk management, and ongoing client relationships, with a focus on asset growth and fee-based guidance. Requires 4–6 years of experience and relevant FINRA licenses.