Financial Advisor - BMO Bank
Core
Partner with BMO Bank to provide a complete menu of financial services and investment solutions to clients at every stage of their financial life.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment solutions using an open architecture platform with third-party products
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship building, financial planning, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base using the bank's referral system, find new clients via the bank's client base, create client solutions without proprietary products, grow business with LPL tools and support
Seniority
Mid-level, independent contractor
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