Senior Wealth Strategist
3 weeks ago
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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