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
- Robust 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 (Canada)
🏢 BMO
📍 Canada