Senior Wealth Management Advisor
2 days ago
**Career Opportunity in Discretionary Investment Management**
BMO Financial Group is seeking a seasoned financial professional to join our team as a Senior Wealth Management Advisor. This exciting role offers an excellent opportunity to work in discretionary investment management, collaborating with experienced advisors to develop and maintain client portfolios.
As a key member of our team, you will be responsible for supporting the achievement of business development, revenue, referral, retention, and compliance goals. You will also manage low-complexity relationships and small assets, apply investment management expertise to explain investment strategies to clients, and implement them based on their personal and financial situations.
**Key Responsibilities:**
- Support business development, revenue, referral, retention, and compliance goals
- Manage low-complexity relationships and small assets
- Apply investment management expertise to explain investment strategies to clients and implement them
- Build effective relationships with internal and external stakeholders
- Monitor and track performance, address issues, and identify opportunities for improvement
**Requirements:**
- Minimum 5 years of relevant work experience with a post-secondary degree in a related field or equivalent combination of education and experience
- Completed or working towards the CFA or CIM designation
- IQPP designation (desirable)
- Fluent in English and French
- Extensive experience in discretionary asset management for high-net-worth clients
- Strong oral and written communication skills, analytical and problem-solving skills, and collaborative teamwork skills
**What We Offer:**
- A competitive salary range of $54,500 - $101,500 per year, plus commission structure
- A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
- Ongoing training and development opportunities to enhance your skills and knowledge
- A dynamic and supportive work environment that values diversity, equity, and inclusion
We are committed to creating a workplace that reflects the diversity of our customers and communities. Accommodations are available on request for candidates participating in all aspects of the selection process.
-
Senior Wealth Management Advisor
1 month ago
Montreal, Quebec, Canada Desjardins Full timeSenior Advisor, Wealth ManagementAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent clients. Your expertise will help clients achieve their financial and personal goals through the 360° approach, including savings and investments. You will work...
-
Senior Wealth Management Advisor
1 month ago
Montreal, Quebec, Canada Desjardins Full timeSenior Advisor, Wealth ManagementAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent clients. Your expertise will help clients achieve their financial and personal goals through the 360° approach, including savings and investments. You will work...
-
Senior Wealth Management Advisor
2 months ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Senior Wealth Management AdvisorAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360°...
-
Senior Wealth Management Advisor
2 months ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Senior Wealth Management AdvisorAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360°...
-
Senior Wealth Management Advisor
3 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your expertise will be essential in advising and assisting members and clients in executing strategies using the 360° approach, including savings and...
-
Corporate Channel Securities Advisor
4 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeExciting Opportunity at IG Wealth ManagementWe are seeking motivated individuals to join our team of Corporate Employed Advisors. As a Securities Licensed Advisor, you will be responsible for providing expert advice to clients and growing our business in the Quebec region.Key Responsibilities:Provide exceptional client service and build strong relationships...
-
Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeRole OverviewAs a key member of the National Bank Financial Wealth Management team, you will play a vital role in supporting the success of wealth advisors across Canada. This exciting opportunity will allow you to leverage your expertise in wealth management to develop tailored solutions for clients, collaborate with advisors, and gain insight into the...
-
Senior Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Private Wealth AdvisorAs a Private Wealth Advisor at National Bank, you will play a key role in providing exceptional customer service and building strong, trusting relationships with our wealthy clients. Your expertise in financial planning and wealth management will enable you to develop tailored solutions to meet their unique needs.Your...
-
Senior Sales Director
3 days ago
Montreal, Quebec, Canada IG Wealth Management Full timeIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...
-
Senior Financial Planning Director
1 week ago
Montreal, Quebec, Canada IG Wealth Management Full timeAbout the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...
-
Senior Risk Management Advisor
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior Advisor Operational RiskJob Summary:We are seeking a highly experienced Senior Advisor Operational Risk to join our Wealth Management team. As a Senior Advisor Operational Risk, you will be responsible for ensuring the effective implementation of our operational risk management framework within Wealth Management.Your Key...
-
Senior Advisor
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob SummaryAs a Senior Advisor - Wealth Management Expert at the National Bank, you will play a key role in providing strategic advice to clients and stakeholders. Your expertise in wealth management and operations will enable you to drive business growth and improve processes. About the RoleAs a member of the Administration, Performance Measurement and Risk...
-
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior Advisor Wealth Management ComplianceA career as a Senior Advisor in the Wealth Management Compliance team at National Bank means acting as a compliance specialist and actively participating in the implementation and evolution of National Bank Investments (NBI) compliance program. It also means leading and managing new projects to ensure...
-
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior Advisor Wealth Management ComplianceA career as a Senior Advisor in the Wealth Management Compliance team at National Bank means acting as a compliance specialist and actively participating in the implementation and evolution of National Bank Investments (NBI) compliance program. It also means leading and managing new projects to ensure...
-
Senior Investment Advisor
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeSenior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management at Banque Nationale du Canada, you will provide support for our wealth advisors on the range of managed solutions and advise them on portfolio management best practices to enhance client support and growth.Key Responsibilities:Collaborate with wealth advisors to...
-
Senior Investment Advisor
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeSenior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management at Banque Nationale du Canada, you will provide support for our wealth advisors on the range of managed solutions and advise them on portfolio management best practices to enhance client support and growth.Key Responsibilities:Collaborate with wealth advisors to...
-
Senior Investment Advisor
1 month ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Senior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at Banque Nationale du Canada and advise them on portfolio management best practices so that they can better support their clients and generate value through informed...
-
Senior Investment Advisor
1 month ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Senior Investment AdvisorAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at Banque Nationale du Canada and advise them on portfolio management best practices so that they can better support their clients and generate value through informed...
-
Senior Investment Advisor
3 weeks ago
Montreal, Quebec, Canada NBC Full timeJob Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...
-
Senior Investment Advisor
3 weeks ago
Montreal, Quebec, Canada NBC Full timeJob Title: Senior Investment AdvisorAs a Senior Investment Advisor at NBC, you will play a key role in providing expert advice to our wealth advisors on portfolio management best practices. Your primary responsibility will be to support our advisors in integrating discretionary investment solutions and promoting portfolio management excellence.Key...