BMO Financial Group
Wealth Sales & Service
WealthAdvisor,Director
“Wealth Advisor, Director at BMO Financial Group. Skills: Sales, Client relationship management, Financial advisory, Business development. Develop and execute business development strategy. Develop internal and external networks”
What You'll Achieve.
Attract, retain and grow a portfolio of prospect and client relationships; Deliver an exceptional client experience; Deliver holistic advice and solutions; Meet the client’s specific financial planning needs; Craft and execute creative solutions for the client; Achieve sales targets; Grow business in the assigned portfolio / jurisdiction; Create integrated business development plan; Evaluate changing needs; Increase communication with client; Implement the client experience; Demonstrate the value provided; Assess clients at-risk for retention; Deliver on business and financial goals; Provide insights and recommendations; Ensure quality of execution; Deliver business results; Maximize relationship retention and growth; Earn their trust; Safeguard our customers’ assets; Maintain their privacy; Act in their best interests; Ensure an effectively run function; Comply with all regulatory, legal and ethical requirements
Industry & Context.
Analytical and problem solving skills - In-depth / Expert; Able to manage ambiguity; Data driven decision making - In-depth / Expert; Conducts independent analysis and assessment to resolve strategic issues; Breaks down strategic problems, and analyses data and information to provide insights and recommendations; Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
What They're Looking For.
Must Have
7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, Experience dealing with HNW clients and equivalent knowledge base, Broad knowledge of all facets of wealth management, In-depth / expert knowledge of Bank products, services and capabilities, Seasoned professional with a combination of education, experience and industry knowledge, Verbal & written communication skills - In-depth / Expert, Analytical and problem solving skills - In-depth / Expert, Influence skills - In-depth / Expert, Collaboration & team with a focus on cross-group collaboration - In-depth / Expert, Able to manage ambiguity, Data driven decision making - In-depth / Expert
Nice to Have
MBA certification preferred, Certified Financial Planner is preferred
What You'll Do.
Develop and execute business development strategy
Develop internal and external networks
Enhance presence in the marketplace
Act as primary Relationship Manager
Lead creation of business proposals
Lead Annual Client Review
Produce client reports
Make recommendations to senior leaders
Act as subject matter expert
Network with industry contacts
Identify client needs and concerns
Introduce subject matter experts
Share wealth solutions expertise
Develop solutions and make recommendations
Manage resources and lead execution
Recommend business priorities
Conduct independent analysis
Build effective relationships
Ensure alignment between stakeholders
trust and investment disciplines
Break down strategic problems
Monitor and track performance
Design and produce reports
Build change management plans
Lead execution of operational processes
Oversee design of tools and training
Lead design and implementation of processes
Develop and manage a business program
Review program for effectiveness
Use advisory-based financial planning approach
Support achievement of business plan
Collaborate with internal stakeholders
Meet high-quality service standards
Develop rapport and instill confidence
Follow risk and compliance processes
Protect Bank's assets
Operate at group/enterprise-wide level
Apply expertise and think creatively
Implement changes in response to trends
How You'll Work.
Team & Collaboration
Coordinates and integrated team of subject matter experts; Collaborating with other experts (e. g. internal team, outside attorneys, accountants); Collaboration & team with a focus on cross-group collaboration; Builds effective relationships with internal/external stakeholders; Ensures alignment between stakeholders; Bridges banking, trust and investment disciplines together for client communications; Collaborates effectively with internal stakeholders to build capability and drive business growth
Communication Scope
Verbal & written communication skills - In-depth / Expert
Process & Methodology
Manages resources and leads the execution of strategic initiatives, Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution, Builds change management plans of varying scope and leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives, Leads the execution of operational assesses and adapts as needed to ensure quality of execution, Leads/participates in the design, implementation and management of core business/group processes, Develops and manages a business/group program
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