BMO Financial Group
Wealth Sales & Service
FinancialAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Advisor at BMO Financial Group. Skills: Financial planning, Investment advice, Sales targets, Client needs assessment. Provide financial and investment planning. Determine client needs and provide solutions”
What You'll Achieve.
achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses, Life and Health Insurance Producer’s License, Completed LTC Continuing Education Requirements, working knowledge of financial industry, In-depth experience working with managed products and providing fee-based advice, In-depth understanding of deposit and loan (including mortgage) products and banking services, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth, Data driven decision making - In-depth
Nice to Have
post-secondary degree in related field of study or an equivalent combination of education and experience, Technical proficiency gained through education and/or business experience
What You'll Do.
Provide financial and investment planning
Determine client needs and provide solutions
Sell managed products and services
Refer clients to business partners
Support achievement of sales targets
Implement business development strategies
Cultivate branch employee referrals
Identify opportunities for referrals
Generate referrals for banking products
Implement relationship management plan
Develop solutions and make recommendations
Provide advice and guidance
Support execution of strategic initiatives
Determine business priorities
Conduct independent analysis
Resolve strategic issues
Coordinate and execute specific activities
Track metrics and milestones
forecasting and/or data visualization
Ensure adherence with data governance standards
Break down strategic problems
Analyze data and information
Provide insights and recommendations
Monitor and track performance
Design and produce reports
Build change management plans
Lead change management activities
Define communication plan
Provide input into planning
Execute work to deliver service
Identify business needs
Design and develop tools
Employ systems to manage information
Integrate information from multiple sources
Support development and promotion of program
Apply consultative sales process
Enhance client experience
Introduce clients to investment strategies
Develop financial plan
Communicate with sales management
Keep sales force informed
Coach and advise others
Conduct joint appointments
Share product knowledge
Build effective relationships
Ensure alignment between stakeholders
Follow risk and compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer's best interests
Ensure effectively run function
Protect Bank's assets
Comply with regulatory
legal and ethical requirements
Identify ways to enhance client experience
Exercise judgment to solve problems
Work independently on complex tasks
How You'll Work.
Team & Collaboration
Collaboration & team skills - In-depth; Works collaboratively and in partnership with members of the client relationship team; Implements a relationship management plan in collaboration with the lead relationship manager; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders; Provides advice and guidance to assigned business/group on implementation of solutions; Works collaboratively and in partnership with members of the client relationship team
Communication Scope
Verbal & written communication skills - In-depth; Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives; Leads or participates in defining the communication plan designed to positively influence or change develops tailored and identifies appropriate distribution channels
Process & Methodology
Builds change management plans of varying scope, Leads or participates in a variety of change management activities including 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 develops tailored and identifies appropriate distribution channels, Provides input into the planning and implementation of operational programs, Coordinates and executes specific activities for the implementation of strategic includes tracking metrics and milestones
Full Job Description
Application Deadline: 07/30/2026 Address: 1480 Shattuck Ave. Job Family Group: Wealth Sales & Service 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 though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. * 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 (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. * Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). * Implements a relationship management plan in collaboration with the lead relationship manager. * Determines client needs and provides solutions though the sales of managed products and services. * 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; includes tracking metrics and milestones. * * Manages databases and provides support for analysis, forecasting and/or data visualization,
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