Financial Advisor

Application Deadline: 07/30/2026 Address: 1540 Esplanade Responsibilities 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 similar products. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee‑based sales, and financial planning. Implements business development strategies to acquire new business through outbound calling campaigns, conducting seminars and cultivating branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products. Implements a relationship management plan in collaboration with the lead relationship manager. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Coordinates and executes specific activities for the implementation of strategic initiatives, tracking metrics and milestones. Manages databases and provides support for analysis, forecasting and data visualization, ensuring adherence with data governance standards. Breaks down strategic problems, analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Designs and produces regular and ad‑hoc reports and dashboards. Builds change management plans of varying scope and type; leads or participates in readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate and efficient service. Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences. Employs systems such as customized exception reports and tracking reports to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and streamlined reporting. Supports the development and promotion of a business/group program. Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience. Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools. Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives. Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips. Builds effective relationships with internal and external stakeholders. Ensures alignment between stakeholders. Follows through on risk and compliance processes and policies to safeguard customers' assets, maintain their privacy, act in their best interests and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Identifies and recommends ways to enhance the client experience. Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus. Exercises judgment to identify, diagnose and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Takes measured risks while protecting the bank by applying the Risk Management Framework in the execution of the role, in line with the Risk Culture and approved Risk Appetite, making sound and risk‑informed decisions that align to business strategy, protect assets and adhere to applicable policy documents, laws and regulations. Qualifications Typically 4–6 years of relevant experience and post‑secondary degree in a related field or an equivalent combination of education and experience. FINRA Series 6, 63 & 65 licenses or FINRA Series 7 & 66 licenses. Life and Health Insurance Producer's License. Completed LTC Continuing Education Requirements. Strong working knowledge of the financial industry. In‑depth experience working with managed products and providing fee‑based advice. In‑depth understanding of deposit and loan products, including mortgage and banking services. Technical proficiency gained through education and/or business experience. Verbal and written communication skills – in‑depth. Collaboration and team skills – in‑depth. Analytical and problem‑solving skills – in‑depth. Influence skills – in‑depth. Data‑driven decision making – in‑depth. Compensation Salary Range: $57,500.00 – $106,500.00 Pay Type: Salaried & Commission BMO Financial Group's pay range and type are presented above. Salary varies based on location, skills, experience, education and qualifications. Part‑time roles are pro‑rated. For commission roles, the listed salary is the expected target for the first year. Total compensation may include performance‑based incentives, discretionary bonuses, and other perks and rewards. Core benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Additional benefits details are available at EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, disability status or any other legally protected characteristics. We consider applicants with criminal histories consistent with applicable law. BMO is committed to providing reasonable accommodations to individuals with disabilities. For accommodation requests, please contact View email address on click.appcast.io. #J-18808-Ljbffr BMO Harris Bank