Financial Advisor - BMO Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial strategies
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Community engagement, business growth strategies
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build and manage a client base, create client solutions using third-party products, support clients through all stages of their financial life, grow business within bank branch territories
Seniority
Mid-level, independent contractor
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