Financial Advisor
BMO US(2 months ago)
About this role
Provides financial and investment planning and advice to clients in collaboration with team members to deliver comprehensive banking solutions. Sells managed investment products and services such as mutual funds, ETF wrap accounts, insurance, annuities, and retirement plans, and refers clients to business partners when appropriate. Works within a branch/relationship team to support client acquisition, financial planning, and overall client experience.
Required Skills
- Financial Planning
- Investment Advice
- Sales
- Business Development
- Relationship Management
- Data Analysis
- Reporting
- Change Management
- Communication
- Collaboration
+5 more
Qualifications
- Post-Secondary Degree
- FINRA Series 6, 63 & 65 OR FINRA Series 7 & 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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