Private Wealth Consultant

BMO Financial Group - Calgary, AB (5 months ago)

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350 7th Avenue SW

Job Family Group:
Wealth Sales & Service

This role is responsible to proactively grow and retain targeted High Net Worth customers investment share of wallet using an ongoing sales dialogue and proactive, disciplined, advice-based sales and planning approach (integrated offer) to build lasting customer relationships through the use of our deal team concept. This role will identify and make referrals to appropriate members of the Private Banking team and other members of BMO Financial Group in order to meet the customers needs. The Private Wealth Consultant (PWC) is responsible to apply well developed consultative sales and financial planning principles, practices and techniques, using Naviplan where appropriate, in meeting the customers investment and retirement needs.

The PWC must be visible in the community and represents the Bank in a professional capacity to generate, build, and relationship manage a network of internal/external referral resources, and to proactively identify and compile a quality pipeline of investment opportunities.

Focusing mostly on external clients, target and maximize the share of wallet for high net worth individuals with liquid financial investible assets of $1,000,000 or more or equivalent revenue potential in non-investment lines of business.

Enhance BMO Private Banking profile in the wealthy marketplace by drawing upon an extensive personal network of contacts to attract new clients to the Gold and Platinum Service as well as Investment and Trust business.

Gather information, identify needs and present alternatives to entrepreneurs and affluent high net worth individuals.

Develop credibility and strong relationships with both internal and external referral sources; provide education and insight to referral sources to facilitate the identification of potential clients.

Utilize profiling tools to identify client needs and appropriate relationship management .

5 to 7 years of proven professional relationship selling experiences.

University Degree or equivalent sales experiences; completed CSC and CFP are strong assets.

Broad knowledge of financial services including private banking, investments, estates and trust, and tax services

Computer literacy and the ability to utilize electronic profiling tools to identify client needs and appropriate relationship management

Ability to build confidence with sophisticated referral sources and clients and identifies both immediate and long-term financial needs of wealthy clients.

Champions a consultative approach and the development of integrated financial solutions.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.