Financial Advisor

BMO

Clark Ave, US
Base: $63,300.00 - $117,200.00; bonus/equity: comm...
Sales of managed products and services
Client needs assessment and financial planning
Business development strategies and referrals
The role provides comprehensive banking solutions by determining client needs and selling managed products like mutual funds and insurance

Job Summary

  • The role provides comprehensive banking solutions by determining client needs and selling managed products like mutual funds and insurance.
  • Employees are expected to implement business development strategies including outbound calling campaigns and seminars to acquire new business.
  • BMO offers a competitive compensation package including salary, commission, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides comprehensive banking solutions by determining client needs and selling managed products like mutual funds and insurance.

Salary

Base: $63,300.00 - $117,200.00; Bonus/Equity: Commission structure included; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Sales of managed products and services
  • Client needs assessment and financial planning
  • Business development strategies and referrals
  • Relationship management with stakeholders
  • Risk and compliance process adherence

Nice-to-have

  • Consultative sales process expertise
  • Training and coaching team members
  • Data driven decision making skills
  • Strategic initiative execution experience

Key Requirements

  • 4-6 years of relevant experience
  • FINRA Series 6, 63 & 65 or Series 7 & 66 licenses
  • Life and Health Insurance Producer's License
  • Completed LTC Continuing Education Requirements
  • Post-secondary degree in related field

Work Rights

Not specified

Tailored Resume

Cover Letter