BMO Financial Group
Wealth Sales & Service
WealthAdvisor,Director
“Wealth Advisor, Director at BMO Financial Group. Skills: Sales targets, Client relationships, Financial planning, Relationship management. Develops and executes business development strategy. Develops internal and external networks”
What You'll Achieve.
Attract, retain and grow a portfolio of prospect and client relationships; Deliver an exceptional client experience; Meet the client’s specific financial planning needs; Grow business in the assigned portfolio / jurisdiction; Achieve sales targets; Deliver on business and financial goals; Maximize relationship retention and growth; 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; 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.
Develops and executes business development strategy
Develops internal and external networks
Enhances presence in the marketplace
Acts as primary Relationship Manager
Leads creation business proposals
Leads Annual Client Review
Produces client reports
Makes recommendations to senior leaders
Acts as subject matter expert
Networks with industry contacts
Identifies client needs and concerns
Introduces subject matter experts
Shares wealth solutions expertise
Develops solutions and makes recommendations
Manages resources and leads execution
Recommends business priorities
Conducts independent analysis
Builds effective relationships
Ensures alignment between stakeholders
trust and investment disciplines
Breaks down strategic problems
Monitors and tracks performance
Designs and produces reports
Builds change management plans
Leads execution of operational
and implementation of tools
implementation and management of processes
Develops and manages a business program
Reviews the program for effectiveness
Uses advisory-based financial planning approach
Supports achievement of business plan
Collaborates effectively with internal stakeholders
Meets high-quality service standards
Develops rapport and instills confidence
Follows through on risk and compliance processes
Protects Bank's assets
Operates at group/enterprise-wide level
Applies expertise and thinks creatively
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned
How You'll Work.
Team & Collaboration
Coordinates and integrated team of subject matter experts; Collaborating with other experts; 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, Oversees the design, development, and implementation of tools and training required to deliver business results, Leads/participates in the design, implementation and management of core business/group processes, Develops and manages a business/group program, Reviews the program for effectiveness, considers industry trends and recommends makes changes as required
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