Premier Client Specialist

Responsibilities

• Act as the primary client contact to provide holistic banking and investment solutions
• Uncover financial needs through a consultative approach to build long-term relationships
• Drive new client acquisition and grow assets under management (AUM)
• Provide financial advice and guidance regarding advisory accounts, annuities, mutual funds, and life insurance
• Collaborate with Financial Advisors to support clients with complex financial needs
• Develop and execute business plans and sales strategies to achieve objectives
• Identify and cultivate relationships with Centers of Influence (COIs) such as law and accounting firms
• Promote the adoption of digital banking platforms and features among clients
• 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
• 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, including deposits, loans, and credit risk policies
• In-depth understanding of brokerage and insurance products
• Proven ability in prospecting, acquisition, and portfolio management

Preferred Qualifications

• Post-secondary degree in a related field of study
• Series 7, 66, or 65 licenses

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.