Financial Advisor - BMO Bank
Core
Provide comprehensive financial and investment solutions to bank clients across all life stages using an open architecture platform.
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
Existing book of business, community reputation
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing and new client books, create client-specific investment solutions, leverage bank referral systems, manage client relationships
Seniority
Mid-level, independent contractor
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