ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Financial Advisor at BMO - ApplyBlast

Financial Advisor

BMO

5 months ago

3.6 on Glassdoor

Santa Cruz, CA

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

This role involves providing comprehensive financial and investment planning advice to clients by determining their needs and selling managed products such as mutual funds, annuities, and retirement plans. Candidates collaborate with team members and external partners to implement business development strategies, manage relationships, and develop tailored solutions that align with overall business strategy.

Responsibilities

Determine client needs and solve investment planning problems
Implement business development strategies to acquire new business
Develop tailored financial solutions and make strategic recommendations
Manage client relationships in collaboration with lead relationship managers
Ensure adherence to risk, compliance, and regulatory processes

Skills

Qualifications

FINRA Series 6, 63 & 65 LicensesFINRA Series 7 & 66 licensesLife and Health Insurance Producer's LicenseLTC Continuing Education RequirementsPost-secondary degree in a related field

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.