Financial Advisor

BMO U.S.

Financial Advisor providing investment planning and advice in collaboration with team members at BMO. Supporting client needs with managed products and services while achieving sales targets.

Posted 4/3/2026full-timeTorrance • California • 🇺🇸 United StatesMid-LevelSenior💰 $57,500 - $106,500 per yearWebsite

About the role

Key responsibilities & impact

Provides financial and investment planning and advice in collaboration with other team members
Determines client needs and provides solutions through the sales of managed products and services
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
Implements business development strategies to acquire new business and cultivate branch employee referrals
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders

Requirements

What you’ll need

Typically, between 4 -6 years of relevant experience
Post-secondary degree in related field of study or an equivalent combination of education and experience
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
Life and Health Insurance Producer’s License
Completed LTC Continuing Education Requirements
Strong working knowledge of financial industry
In-depth experience working with managed products and providing fee-based advice
In-depth understanding of deposit and loan (including mortgage) products and banking services

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planninginvestment planningmanaged productsfee-based advicedeposit productsloan productsmortgage productsbanking servicesbusiness development strategiessales performance targets

Soft Skills

collaborationcustomer servicecommunicationproblem-solvingrelationship buildingstrategic thinkingreferral generationteamworkclient needs assessmentinitiative

Certifications

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLife and Health Insurance Producer’s LicenseLTC Continuing Education Requirements