Financial Advisor

Final date to receive applications: 07/30/2026

Address: 216 Price Place

Job Family Group:
Wealth Sales & Service

• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Implements a relationship management plan in collaboration with the lead relationship manager.
• Determines client needs and provides solutions through the sales of managed products and services.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Designs and produces regular and ad‑hoc reports, and dashboards.
• Builds change‑management plans of varying scope and type; leads or participates in a variety of change‑management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
• Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Supports the development and promotion of a business/group program.
• Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
• Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
• Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
• Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Follows through on risk and compliance processes and policies to ensure safeguarding of customers’ assets, maintaining privacy, acting in best interests, and ensuring an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Identifies and recommends ways to enhance the client experience.
• Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

• Typically, between 4–6 years of relevant experience and a post‑secondary…