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 to generate referrals for personal and commercial banking products such as lending and investments
• Conduct independent analysis to resolve strategic issues and monitor performance metrics
• Ensure strict adherence to risk and compliance processes to safeguard customer assets and maintain privacy
• Collaborate with internal stakeholders to implement strategic initiatives and enhance the client experience

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 analytical, problem-solving, and communication skills

Benefits

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

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to creating lasting, positive change for our customers, our communities, and our people through innovation and excellence.