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Financial Advisor at BMO - ApplyBlast

Financial Advisor

BMO

5 months ago

3.6 on Glassdoor

Modesto, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Wealth & Investment Advisor at BMO provides comprehensive financial planning and advice, focusing on the sale of managed products like mutual funds, insurance, and annuities to meet client needs. The role involves driving sales and performance targets, implementing relationship management plans, and executing strategic business development initiatives while collaborating with internal and external stakeholders. Candidates must possess a strong understanding of banking services, risk management frameworks, and maintain relevant professional licenses.

Responsibilities

Provide financial planning and investment advice to clients
Achieve sales targets for new assets and fee-based products
Develop client-specific solutions using managed products and services
Implement relationship management plans with lead relationship managers
Execute strategic initiatives and business development strategies

Skills

Qualifications

BS in Related FieldFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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