Private Wealth Consultant, Edmonton


  • Company:
    BMO Harris Bank
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
    Full-Time
  • Posted:
    2 days ago
  • Category:
    Business / Mgmt

This role is responsible to proactively grow and retain targeted 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 P&C team and other members of BMO Financial Group in order to meet the customer’s needs. The 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 investment 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 existing PB clients, target and maximize the share of wallet for high net worth individuals with liquid financial investible assets of $500,000 or more or equivalent revenue potential in non-investment lines of business. Enhance BMO Private Banking’s 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. This role is responsible to proactively grow and retain targeted 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 P&C team and other members of BMO Financial Group in order to meet the customer’s needs. The 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 investment 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 existing PB clients, target and maximize the share of wallet for high net worth individuals with liquid financial investible assets of $500,000 or more or equivalent revenue potential in non-investment lines of business. Enhance BMO Private Banking’s 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. 5-7 years relationship selling experience. University Degree or equivalent sales experience completed CSC and CFP. 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 have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. 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. To find out more visit us at https://bmocareers.com . 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. #LI-JS1 5-7 years relationship selling experience. University Degree or equivalent sales experience completed CSC and CFP. 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 have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. 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. To find out more visit us at https://bmocareers.com . 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. #LI-JS1 Wealth ManagementWealth ManagementCanada-Alberta-EdmontonCanada-Alberta-EdmontonBMO Wealth Management-X005000BMO Wealth Management-X005000full-timefull-time11/20/1811/20/18OngoingOngoing