Financial Advisor

Job Overview Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sale of managed products and services (e.g., mutual funds, wrap accounts, ETFs, insurance, annuities, retirement savings plans, and other products). Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products and supports the achievement of sales and performance targets for new asset sales, joint appointments, fee‑based sales, and financial planning. Implements business development strategies (outbound calling campaigns, seminars) to acquire new business, cultivates branch employee referrals, and collaborates with the client relationship team to apply a consultative sales process and enhance the client experience. Responsibilities Determine client needs and recommend managed products and services. Conduct joint appointments and seminars to generate new business. Identify and manage referrals for personal and commercial banking products. Implement and monitor a relationship management plan in collaboration with the lead relationship manager. Track performance against sales targets and address any issues. Develop insights, analyze data, and produce regular and ad‑hoc reports and dashboards. Lead or participate in change‑management activities, including readiness assessments and stakeholder communication. Coaching and advising team members on product knowledge, sales tips, and consultative selling. Ensure compliance with risk and regulatory policies. Qualifications 4–6 years of relevant post‑secondary experience and a related degree or equivalent. FINRA Series 6, 63 & 65 licences or FINRA Series 7 & 66 licences; Life and Health Insurance Producer’s licence. Completed LTC Continuing Education Requirements. Strong working knowledge of financial industry, managed products, and deposit/loan products. Excellent verbal and written communication, collaboration, analytical, influence, and data‑driven decision‑making skills. Salary and Benefits Salary range: $63,300.00–$117,200.00, type: Salaried & Commission. Commissions are based on performance. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate 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 provides reasonable accommodations to individuals with disabilities. #J-18808-Ljbffr Bank of Montreal