Base: $57,500.00 - $106,500.00; bonus/equity: may ...
Client portfolio management
Consultative sales process
Financial product knowledge
This role proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions
Job Summary
This role proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions.
BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
The position supports strategic initiatives and requires exercising judgment to identify, diagnose, and solve problems independently while maintaining operational integrity and adhering to risk management frameworks.
Matching Summary
This role proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions.
Salary
Base: $57,500.00 - $106,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Client portfolio management
Consultative sales process
Financial product knowledge
Regulatory compliance adherence
Credit risk assessment
Community relationship building
Nice-to-have
Mentoring and coaching skills
Digital banking guidance
Collaboration with business partners
Data driven decision making
Problem solving within rules
Key Requirements
SIE, Series 6, 63, 65 licenses required
Series 7, 66 licenses preferred
4-6 years relevant experience
Federal registration with Nationwide Mortgage Licensing System
Post-secondary degree preferred
Criminal background and credit history evaluation
Work Rights
Federal registration with Nationwide Mortgage Licensing System required; criminal background and credit history evaluation required