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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, investment strategies, and financial planning while ensuring compliance with regulatory requirements. Proficient in data analysis, portfolio management, and effective communication to enhance client experiences and drive business growth.
Highest-signal resume keywords
Client Relationship ManagementInvestment StrategiesFinancial PlanningRegulatory ComplianceData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ResearchPortfolio ConstructionFinancial PlanningData VisualizationSales Performance Monitoring
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationAnalytical Problem-SolvingInfluence Skills
Tools & Technologies
Client DatabasesData Governance Standards
Certifications & Qualifications
Licensing RequirementsCertification in Related Field
Industry Keywords
Wealth ManagementRisk Management FrameworkInvestment PortfoliosTax EfficiencyBusiness Development
About the role
Key responsibilities & impact- Manage and grow client relationships through customized investment-related advice, sales, and service
- Assess individual client investment needs and educate clients on investment strategies, risks, and performance expectations
- Build trust and retain long-term client relationships while delivering an exceptional client experience
- Identify and make referrals to other business groups
- Partner with lead advisors, COIs, business partners, BMO partners, internal teams, and the community to identify growth opportunities
- Support sales, business development, and marketing activities through telephone prospecting, networking, seminars, campaigns, and community involvement
- Prepare and execute client portfolio reviews, including meeting preparation, report generation, client communication, investment research, and proposals
- Explain and execute investment concepts, wealth plans, portfolio construction and management, and wealth management strategies
- Escalate complex or unresolved client situations and complaints
- Support annual business plans, execution, and progress tracking aligned with growth objectives
- Prepare financial plans for common client goals such as retirement
- Provide advice regarding tax efficiency, legal implications, financial impact, and fees, or engage appropriate partners
- Manage databases and support analysis, forecasting, and data visualization while following data governance standards
- Assist in creating investment portfolios and identifying required changes
- Assess fees, determine overall household fees, and coordinate with internal partners
- Manage the efficient and effective operation of the support office; train new team members and branch support staff
- Monitor sales and service performance against plans to identify gaps, issues, and best practices
- Support business strategy and planning activities
- Fulfill client sales and service activities in compliance with regulatory requirements
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies
Requirements
What you’ll need- Minimum 5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience
- Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled
- Specialized knowledge from education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
- Ability to work mostly independently
- Ability to comply with regulatory requirements, internal risk mitigation policies, industry rules and regulations, and applicable laws
- Must maintain confidentiality of client and Bank information
Benefits
Comp & perks- Commission structure
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process