Financial Advisor
BMO US(2 months ago)
About this role
A Financial Advisor role within BMO’s Wealth Sales & Service group providing financial and investment planning and advice in collaboration with team members to deliver comprehensive banking solutions. The position focuses on assessing client needs and offering managed investment and insurance products while supporting broader business and strategic objectives.
Required Skills
- Financial Planning
- Investment Advice
- Managed Products
- Business Development
- Relationship Management
- Data Analysis
- Reporting
- Change Management
- Communication
- Compliance
+1 more
Qualifications
- Post-Secondary Degree
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
- FINRA Series 7
- FINRA Series 66
- Life and Health Insurance Producer’s License
- LTC Continuing Education Requirements
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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