Senior Wealth Advisor for High-Net-Worth Clients

Bank of Montreal seeks a client-focused Wealth Advisor to manage relationships with high-net-worth clients, delivering personalized investment advice and wealth management strategies. You will collaborate with experienced Investment Advisors and partners to grow client portfolios and referrals, while educating clients on plans, risks and performance expectations.

Role emphasizes proactive prospecting, semi-annual portfolio reviews, and alignment with regulatory standards.