At‑Work Financial Advisor - BMO Bank
Core
Provide comprehensive financial and investment solutions to BMO Bank clients, leveraging an open architecture platform with third-party products.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Series 7, Series 66, Series 63, Series 65, Life/Health insurance licensing
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a client base using bank referrals, create client solutions without proprietary products, grow business with LPL tools and support
Seniority
Mid-level, independent contractor
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