Senior Wealth Strategist

3 weeks ago


Montreal, Quebec, Canada BMO Financial Full time

About the Role

We are seeking a highly motivated Senior Wealth Strategist to join our team at BMO Financial. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities

  • Provide personalized wealth management services to high net worth clients, including investment advice and portfolio management.
  • Develop and implement comprehensive financial plans tailored to each client's unique needs and objectives.
  • Analyze market trends and make informed investment decisions to optimize client portfolios.
  • Build and maintain strong relationships with clients through exceptional communication and customer service skills.
  • Collaborate with cross-functional teams to ensure seamless delivery of services to clients.
  • Stay up-to-date on industry developments and best practices to provide expert guidance to clients.

Requirements

  • Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • Advanced working knowledge of financial industry.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

What We Offer

  • A competitive salary range of $55,000 - $82,500 per year.
  • Commission structure based on performance.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that encourages teamwork and collaboration.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

BMO Financial is a leading financial institution committed to providing exceptional service to our clients. We are dedicated to fostering a diverse and inclusive workplace culture that values creativity, innovation, and teamwork.



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