Senior Client Advisor: Wealth, Banking & Investments
Listed on 2026-10-13
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of Montreal is seeking a results-driven Financial Advisor to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions in a compliant framework. The role emphasizes new client acquisition, growing AUM, and increasing investment penetration within portfolios.
In partnership with Financial Advisors and COIs, you will guide clients using a defined solution set, while promoting digital platforms and maintaining strong client relationships.
We invite applications for the Senior Client Advisor:
Wealth, Banking & Investments position located in San Francisco, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Client Advisor:
Wealth, Banking & Investments role in the description above.
We appreciate your interest in this position.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).