Area Manager
4 weeks ago
At BMO Financial Group, we are seeking a highly skilled and experienced Area Manager to join our team. As a key member of our organization, you will be responsible for leading a team of wealth and specialized planners to deliver exceptional client experiences and support the overall growth of the Private Wealth business.
Key Responsibilities:- Lead a team of wealth and specialized planners to deliver exceptional client experiences and support the overall growth of the Private Wealth business.
- Provide wealth planning, advanced financial planning, guidance, and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.
- Work collaboratively in partnership with Private Wealth Leaders and Professionals to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy.
- Participate in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients.
- Create awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors.
- Support the growth and retention of client assets by providing wealth planning advice/guidance to Private Wealth Professionals to broaden the dialogue with clients, consolidate assets, and increase revenues.
- Execute a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience.
- Exceptional leadership and coaching skills.
- Typically, 10+ years of relevant experience and post-secondary degree in related field of study.
- Experience in leading a team and in interacting with HNW/UHNW client segments.
- Detailed knowledge of financial planning principles and standards.
- Working knowledge of Voyant/WealthPath and CCH financial planning software and tools.
- Financial services sales experience an asset.
- MBA / advanced graduate degree is an asset.
- Technical leader viewed as a thought leader for innovation.
- Able to manage ambiguity.
- Data driven decision making - Expert.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. jobs.bmo.com/global/en/Total-Rewards
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At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
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Area Manager
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Area Manager
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London, Ontario, Canada BMO Financial Group Full timeJob Title: Area ManagerAt BMO Financial Group, we're seeking a highly skilled and experienced Area Manager to lead our Wealth Sales & Service team in Central Canada. As a key member of our Private Wealth business, you will be responsible for delivering exceptional client experiences and driving business growth.Key Responsibilities:Lead a team of wealth and...
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