Financial Advisor

BMO U.S.

Financial Advisor delivering financial and investment planning in a collaborative team at BMO. Generating referrals and developing solutions based on client needs in banking and investing.

Posted 4/14/2026full-timeCrown Point • 🇺🇸 United StatesMid-LevelSenior💰 $51,800 - $95,900 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 though the sales of managed products and services
Supports the achievement of sales and performance targets for new asset sales
Implements business development strategies to acquire new business
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
Implements a relationship management plan in collaboration with the lead relationship manager
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Conducts independent analysis and assessment to resolve strategic issues
Monitors and tracks performance and addresses any issues
Designs and produces regular and ad-hoc reports, and dashboards

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
Technical proficiency gained through education and/or business experience

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment planningmanaged productssales strategiesbusiness developmentrelationship managementperformance trackingdata analysisreportingdashboard design

Soft Skills

collaborationcommunicationproblem-solvingcustomer servicestrategic thinkinganalytical skillsinterpersonal skillsadaptabilityinitiativeattention to detail

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