Guide mass affluent clients through investment advice and holistic financial planning in this client-focused wealth sales position at BMO.
The Investment Advisor manages and grows relationships with households holding $100K to $1MM in investable assets. You will provide scalable advice for investment management, retirement planning, tax-efficient strategies, budgeting, and select insurance solutions. The role emphasizes clients under $500K.
Key Responsibilities:
- Build trusted relationships with mass affluent households
- Deliver personalized investment guidance and financial planning
- Acquire assets through referrals and migration programs
- Monitor portfolios and recommend proactive changes
- Collaborate with branch and Private Wealth partners
Requirements:
- Typically five to ten years of relevant experience
- Post-secondary education in business, finance, or economics
- Canadian Securities Course and Conduct Practices Handbook
- Wealth Management Essentials or willingness to complete
- Strong investment, communication, and compliance expertise
Apply investment advisory, relationship management, and business development skills to grow BMO client portfolios and deliver suitable advice.
Mass Affluent Investment Advisor in Fredericton employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
