Financial Advisor
BMO US(1 month ago)
About this role
Provides financial and investment planning and advice to deliver comprehensive banking solutions, working collaboratively with team members and business partners. Focuses on recommending and selling managed products and services such as mutual funds, ETFs, insurance, annuities, and retirement plans while referring customers to complementary banking products and services.
Required Skills
- Financial Planning
- Investment Advice
- Managed Products
- Fee-Based Advice
- Business Development
- Client Referrals
- Relationship Management
- Data Analysis
- Reporting
- Change Management
+2 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 License
- LTC Continuing Education
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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