Associate Advisor - BMO Bank
Core
Associate Financial Advisor supporting clients in every stage of their financial life with a complete menu of financial services.
Role type
Associate Financial Advisor (Investment Program)
Builds
Client investment solutions using an open architecture platform with third-party products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
building client base, leveraging bank referral system
Technologies
proprietary technology, open architecture platform
Responsibilities
create client solutions, support clients' financial goals, find new clients via bank's client base, grow business with LPL tools
Seniority
Mid-level, hands-on IC
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