Financial Advisor

Application Deadline: 08/30/2026 Address: 23330 Hawthorne Blvd. 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 sales of managed products and services such as mutual funds, ETF wrap accounts, insurance, annuities, retirement savings plans and other similar products. Generates referrals to business partners and new business through outbound calling campaigns, seminars, and branch employee referrals. Key Responsibilities Support achievement of sales and performance targets for new asset sales, joint appointments, fee‑based sales, and financial planning. Implement business development strategies to acquire new business and cultivate referrals. Identify opportunities during customer conversations to generate referrals for personal and commercial banking products. Develop solutions and make recommendations based on understanding of business strategy and stakeholder needs. Coordinate and execute activities for implementation of strategic initiatives, tracking metrics and milestones. Manage databases and provide support for analysis, forecasting and data visualization while adhering to data governance standards. Create regular and ad‑hoc reports and dashboards. Lead or participate in change‑management activities, including readiness assessments, stakeholder management, execution, evaluation, and sustainment of initiatives. Design and develop tools and training programs and deliver training to audiences. Integrate information from multiple sources to streamline reporting. Support development and promotion of business/group programs. Build effective relationships with internal and external stakeholders and ensure alignment. Follow risk and compliance processes and protect the Bank’s assets and customers’ privacy. Qualifications 4–6 years of relevant experience and a post‑secondary degree or equivalent combination of education and experience. FINRA Series6,63 and65 licenses or FINRA Series7 and66 licenses. Life and Health Insurance Producer’s License. Completed LTC Continuing Education Requirements. Strong working knowledge of financial industry and experience with managed products and fee‑based advice. In‑depth understanding of deposit and loan products, including mortgages, and banking services. Technical proficiency gained through education and/or business experience. Excellent verbal and written communication skills. Collaboration and teamwork skills. Analytical and problem‑solving skills. Influence and data‑driven decision‑making skills. Compensation & Benefits Salary: $57,500.00 – $106,500.00. Pay Type: Salaried & Commission. Compensation varies by location, skills, experience, education, and qualifications. The salary listed represents the expected target for the first year in this position. BMO offers health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other perks and rewards. EEO Statement 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 is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr