Financial Advisor - BMO Bank
Core
Provide comprehensive financial and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, financial planning, client relationship management, regulatory compliance
Preferred skills
Community engagement, business development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build and grow a client base using bank referrals, create client solutions without proprietary products, support clients in every stage of their financial life
Seniority
Mid-level, independent contractor
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