Financial Advisor

Overview Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution, aiming to meet customers' best interests. Determining client needs and providing solutions through the sale of managed products and services (mutual funds, wrap accounts, ETFs, insurance, annuities, retirement plans, etc.) and indirect solutions via referrals to business partners. Responsibilities Support sales and performance targets for new asset sales, joint appointments, fee‑based sales, and financial planning. Implement business development strategies (outbound calling, seminars) and cultivate branch employee referrals. Identify opportunities for referrals to personal and commercial banking products. Collaborate on relationship management plans with lead relationship managers. Develop solutions and recommendations based on business strategy and stakeholder needs. Provide advice and guidance on implementation to assigned businesses/groups. Support execution of strategic initiatives with internal and external stakeholders. Conduct independent analysis, resolve strategic issues, and coordinate implementation activities. Manage databases and support analysis, forecasting, and data visualization while adhering to governance standards. Analyze data to provide insights, monitor performance, design reports and dashboards. Lead or participate in change management activities (readiness assessment, planning, communication, stakeholder management). Plan and implement operational programs and tools, delivering training when necessary. Ensure compliance with risk, privacy, and regulatory policies, protecting customer assets. Work independently on complex tasks, exercising judgment within risk management framework. Qualifications 4–6 years of relevant experience and a post‑secondary degree in a related field, or equivalent combination. FINRA Series6, 63 & 65 licenses OR FINRA Series7 & 66 licenses. Life and Health Insurance Producer’s License; completed LTC Continuing Education Requirements. Strong working knowledge of financial industry, fee‑based advice, and managed products. In‑depth understanding of deposit and loan products, including mortgage. Technical proficiency gained through education or business experience. Excellent verbal and written communication skills, collaboration and teamwork across disciplines. Analytical, problem‑solving, influence, and data‑driven decision‑making skills. Compensation & Benefits Salary: $57,500.00–$106,500.00 (Salaried & Commission). Pay structure varies by location, skill level, and performance. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Opportunity Employer BMO is a proud equal employment opportunity employer, evaluating applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation during any part of the employment process, contact View email address on click.appcast.io. #J-18808-Ljbffr Bank of Montreal