Premier Client Specialist

Responsibilities

• Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions
• Take a consultative approach to relationship building, providing guidance on products such as annuities, mutual funds, and life insurance
• Proactively manage an assigned customer portfolio to identify sales opportunities and grow overall AUM
• Collaborate with Financial Advisors to address complex client financial needs
• Develop and execute business plans and sales strategies to achieve acquisition and retention targets
• Build strategic relationships with community centers of influence, such as law and accounting firms
• Support client onboarding, documentation, and the adoption of digital banking platforms
• Monitor sales and service performance to identify and close performance gaps

Requirements

• 3+ years of relevant experience in financial services
• Possession of SIE Exam, Series 6, 63, and 65 licenses, as well as State Life and Health insurance licenses (or ability to obtain them within 120 days)
• Strong knowledge of banking products, including deposits, loans, and credit risk policies
• In-depth understanding of brokerage and insurance products
• Proven experience in client portfolio management and financial needs discovery
• Ability to work independently on complex tasks and exercise sound judgment

Preferred Qualifications

• Post-secondary degree in a related field of study
• Possession of Series 7, 66, or 65 licenses
• Advanced proficiency in sales strategy execution and relationship management

Benefits

• Competitive salary range
• 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.