Client Advisor: Banking & Investment Solutions

BMO U.S.; Maple Grove (MN); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a client-focused advisor to uncover financial needs and offer holistic banking and investment solutions in a compliant framework. You will collaborate with partners and financial professionals to expand client relationships and assets, with a focus on new client acquisition and deeper portfolio penetration.

The role emphasizes consultative relationship-building, sales targets, and education of clients on digital platforms and products across deposits, loans, and investments.

Qualifications

• Typically 3+ years of relevant experience.
• Proven experience in a financial services organization with knowledge of banking products and profitability.
• SIE Exam and State Life and Health insurance, Series 6/63/65 or 7/66.
• If licenses are not currently held, they are required within 120 days of role start date.
• Advanced understanding of deposit, loan (including mortgage) and banking products.
• In-depth understanding of brokerage and insurance products.
• In-depth knowledge of retirement plans, business banking solutions, insurance, and succession planning.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisors for complex needs and expand client relationships.
• Uncover opportunities, provide solutions, and drive sales targets through new assets and cross-sell.
• Promote digital platforms and platform adoption to clients.
• Develop and execute a business plan with sales strategies to meet objectives.
• Identify value creation opportunities across target client segments.
• Coordinate outreach for seminars, campaigns, and client events.
• Maintain and protect client information in line with policy and regulatory standards.

Job description

BMO U.S. is seeking a client-focused advisor to uncover financial needs and offer holistic banking and investment solutions in a compliant framework. You will collaborate with partners and financial professionals to expand client relationships and assets, with a focus on new client acquisition and deeper portfolio penetration.

The role emphasizes consultative relationship-building, sales targets, and education of clients on digital platforms and products across deposits, loans, and investments.