Premier 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 employee referrals.
• Identify opportunities during customer conversations to generate referrals for personal and commercial banking, lending, and investment products.
• Collaborate with lead relationship managers to implement relationship management plans and enhance the client experience.
• Support sales and performance targets for new asset sales, joint appointments, and fee-based sales.
• Ensure strict adherence to risk and compliance processes to safeguard customer assets and maintain privacy.

Requirements

• 4-6 years of relevant financial experience and a post-secondary degree in a related field or equivalent experience.
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
• Valid Life and Health Insurance Producer’s License.
• Completion of LTC Continuing Education Requirements.
• In-depth experience with managed products and providing fee-based advice.
• Strong understanding of deposit, loan (including mortgage), and banking products.
• Excellent verbal and written communication, analytical, and problem-solving skills.

Benefits

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

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.