Premier Client Specialist

Responsibilities

• Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions
• Drive new client acquisition and grow assets under management (AUM) through deposits and investments
• Take a consultative approach to relationship building, providing guidance on annuities, mutual funds, 529s, and life insurance
• Collaborate with Financial Advisors to address complex client financial needs
• Develop and execute business plans and sales strategies to achieve performance targets
• Build strategic relationships with Centers of Influence (COIs), such as law and accounting firms, to generate referrals
• Mentor and coach branch personnel to enhance their knowledge of the mass affluent client segment
• 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, 63, 65, and state Life and Health insurance licenses (or ability to obtain them within 120 days)
• Proven knowledge of banking products, pricing strategies, and profitability management
• In-depth understanding of brokerage and insurance products
• Strong understanding of deposit, loan, and banking practices, including credit risk policies
• Proficiency in financial needs discovery and product solution design

Preferred Qualifications

• Post-secondary degree in a related field of study
• Possession of Series 7, 66, or 65 licenses
• Advanced experience in client portfolio management and prospecting

Benefits

• Competitive salary range ($57,500 - $106,500)
• 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 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.