Bank of Montreal seeks a client-focused Wealth Advisor to manage and grow relationships with high-net-worth clients through personalized investment advice and risk-aware strategies.
You will assess client needs, prepare financial plans, conduct portfolio reviews, and collaborate with Investment Advisors to deliver comprehensive wealth-management solutions. Robust communication and relationship-building skills are essential.
📌 Senior Investment Advisor - Wealth Growth for HNW Clients (Toronto)
🏢 Bank of Montreal
📍 Toronto
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