Financial Advisor - BMO Bank
Core
Provide comprehensive financial and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship building, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Create client solutions using third-party products, build and grow a client base, support clients through all stages of financial life
Seniority
Mid-level, hands-on IC
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