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ALPFA Baltimore Chapter

Private Client Advisor II

ON, Canada
Ontario, Canada, Canada

Pay: $100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Job type: Full-time
Apply by: Oct 20, 2026
Experience: 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
Posting language: English
Posted: Sep 20, 2026

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Original job description

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.

Private Client Advisor II

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.

Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

Leads the Client Process Management Process within the client team to identify new business development opportunities
Sources new clients in alignment with the bank's established risk appetite
Leads the client team to deliver meaningful interactions and a Branded Client Experience
Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Builds relationships with internal and external partners and centers of influence

Required Qualifications

Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
Ability to drive new business development for target client segment ($3MM++ investable assets)
Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
High touch, client-focused individual with exceptional interpersonal skills
Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Ability to influence; proactively asks for and closes business
Solutions oriented; sales and financial aptitude a must
Must be a skilled negotiator
Ability to work with and identify the need for team specialists; collaborate closely with other team members
Takes on a leadership role on the team and within the business community

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA

Desired Qualifications

MBA or Post-Graduate Degree
CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills

Business Development
Client Management
Client Solutions Advisory
Prospecting
Wealth Planning
Analytical Thinking
Oral Communications
Referral Management
Relationship Building
Risk Management
Active Listening
Attention to Detail
Collaboration
Decision Making
Loan Structuring

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CA - Ontario - 901 Via Piemonte (CA6540)

Pay and benefits information

Pay range

$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Please refer to the company's website or job descriptions to learn more about them.

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More about this job

Responsibilities

Responsible for acquiring new high-net-worth clients and deepening existing relationships to achieve business development goals. Leads the Client Management Process to provide integrated wealth structuring, credit, and asset management recommendations.

Requirements

Requires 12+ years of private banking or complex financial services experience and Series 7, 63, and 65 (or 66) licenses. Candidates must be able to drive business development for clients with $3MM+ in investable assets.

Skills

Business Development
Client Management
Client Solutions Advisory
Prospecting
Wealth Planning
Analytical Thinking
Oral Communications
Referral Management
Relationship Building
Risk Management
Active Listening
Attention To Detail
Collaboration
Decision Making
Loan Structuring

Benefits

Paid Time Off
Formulaic Incentive Plan

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Wealth Management
Series 7
Series 63
Series 65
Series 66
SAFE Act
FINRA
FDIC
Asset Management
Credit Facilities
Wealth Structuring
MBA
CFP
CPA
CFA
CTFA
CFM
JD
Investable Assets
Business Development

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