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 Centers of Influence (COIs) such as law and accounting firms
• Guide clients toward digital platform adoption and promote digital feature usage
• Ensure all activities comply with regulatory policies, risk management frameworks, and ethical standards

Requirements

• 3+ years of relevant experience in financial services
• Possession of SIE Exam, Series 6, Series 63, and Series 65 licenses
• Valid State Life and Health insurance licenses
• Note: If licenses are not currently held, they must be obtained within 120 days of the start date
• Strong knowledge of banking products, pricing strategies, and profitability management
• In-depth understanding of brokerage and insurance products
• Proficiency in cash flow analysis, lending processes, and credit risk policies

Preferred Qualifications

• Post-secondary degree in a related field of study
• Possession of Series 7, 66, or 65 licenses
• Advanced knowledge of retirement plans, business banking solutions, and succession planning

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 North American bank driven by a single 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 across Canada, the United States, and globally.