Associate Financial Advisor - BMO Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Associate 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
Series 7, Series 66 (63/65), Insurance licensing
Technologies
LPL proprietary technology platform, open architecture investment tools
Responsibilities
Build and manage a client base, create client solutions without proprietary products, support clients in every stage of their financial life, grow business using bank referral systems
Seniority
Mid-level, hands-on advisor
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