Financial Advisor

Responsibilities

• Provide financial and investment planning advice to deliver comprehensive banking solutions in the best interest of customers
• Determine client needs and provide solutions through the sale of managed products, including mutual funds, ETFs, insurance, and retirement savings plans
• Implement business development strategies to acquire new business through outbound calling, seminars, and branch referrals
• Develop and execute relationship management plans in collaboration with lead relationship managers
• Identify opportunities during customer conversations to generate referrals for personal and commercial banking products
• Conduct independent analysis to resolve strategic issues and track performance metrics
• Ensure strict adherence to risk and compliance processes to safeguard customer assets and maintain privacy
• Coach and advise team members through joint appointments and sharing product knowledge

Requirements

• 4-6 years of relevant experience in financial services
• Post-secondary degree in a related field or an equivalent combination of education and experience
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
• Life and Health Insurance Producer’s License
• Completed LTC Continuing Education requirements
• In-depth experience with managed products and providing fee-based advice
• Strong understanding of deposit, loan, and mortgage products
• Excellent verbal and written communication, analytical, and problem-solving skills

Benefits

• Competitive salary and commission structure
• Performance-based incentives and discretionary bonuses
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.