Financial Advisor

Job Description Overview

We are seeking a Wealth Sales & Service professional to provide comprehensive banking solutions, collaborating with cross‑functional teams to deliver strategic financial and investment advisory services.

• Provide financial and investment planning and advice, collaborating with team members to deliver a comprehensive banking solution in the best interest of the customer.
• Determine client needs and provide solutions through sales of managed products and services (mutual funds, wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans).
• Provide indirect solutions through referrals to business partners.
• Support achievement of sales and performance targets for new asset sales, joint appointments, fee‑based sales, and financial planning.
• Implement business development strategies, including outbound calling campaigns and conducting seminars, to acquire new business and cultivate branch employee referrals.
• Identify opportunities during customer conversations to generate referrals for personal and commercial banking products (personal banking, lending, and investments).
• Implement a relationship management plan in collaboration with the lead relationship manager.
• Develop solutions and make recommendations based on business strategy and stakeholder needs.
• Support execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conduct independent analysis and assessment to resolve strategic issues, coordinating and executing activities, including tracking metrics and milestones.
• Manage databases and provide support for analysis, forecasting, and data visualization, ensuring adherence with data governance standards.
• Analyze data and information to provide insights and recommendations, monitoring performance and addressing issues.
• Design and produce regular and ad‑hoc reports and dashboards.
• Build change management plans and participate in change‑management activities, including readiness assessments, stakeholder management, and communication planning.
• Plan and implement operational programs, ensuring timely and efficient service delivery.
• Identify business needs, design and develop tools and training programs, and deliver training to audiences.
• Employ systems such as customized exception reports and tracking reports to manage information and integrate data from multiple sources for efficient processes.
• Support development and promotion of business/group programs and work collaboratively with the client relationship team using a consultative sales process.
• Introduce clients to investment strategies, develop financial plans using guidance tools, and coach the team through joint appointments.
• Build effective relationships with internal and external stakeholders, ensuring alignment and risk/compliance adherence to safeguard customers’ assets and maintain privacy.
• Identify and recommend ways to enhance the client experience, exercising judgment to identify, diagnose, and solve problems within given rules.
• Take measured risks while protecting the bank by applying the Risk Management Framework under approved risk appetite.

• Typically 4–6 years of relevant experience and a post‑secondary degree or an equivalent combination of education and experience.
• FINRA Series 6, 63 & 65 licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of the financial industry.
• In‑depth experience with managed products and fee‑based advice.
• In‑depth understanding of deposit and loan (including mortgage) products and banking services.
• Technical proficiency gained through education and/or business experience.
• Excellent verbal and written communication skills.
• In‑depth collaboration and team skills.
• In‑depth analytical and problem‑solving skills.
• In‑depth influence skills.
• In‑depth data‑driven decision‑making abilities.

Salary: $57,500.00 – $.

Pay type:

Salaried & Commission. Additional compensation may include performance‑based incentives, discretionary bonuses, and other perks.

We offer health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and more.

To view more details of our benefits, please visit:

BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, disability, veteran status, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable law, and provide reasonable accommodations to individuals with disabilities.