Executive Financial Advisor

5 days ago


Vancouver, British Columbia, Canada Bank of Montreal Full time
Job Overview

The Executive Financial Advisor role at Bank of Montreal is focused on developing and managing banking relationships with high-net-worth clients. The successful candidate will have a proven track record in financial planning, banking products, and services, as well as excellent communication and negotiation skills.

  • Develops and executes business plans to grow overall banking revenue.
  • Collaborates with branch and regional teams to identify and make referrals.
  • Makes credit decisions/recommendations in accordance with sound credit-granting principles.

Responsibilities:

  • Provides expert service to an assigned portfolio of high and ultra-high net worth clients.
  • Develops relationships with client's professional advisors to create tax-favourable structures.
  • Leads deal teams to meet client needs as the lead relationship manager.

Requirements:

  • Typically 9+ years of relevant experience and post-secondary degree in related field of study.
  • Expert leadership and people management skills.
  • Excellent communication and negotiation skills.

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