Client-Focused Financial Advisor and Investment Planner

BMO U.S.; Portland (OR); 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 Financial Group is seeking a financial planning professional to collaborate with the team and deliver comprehensive banking solutions. You will determine client needs and provide solutions through sales of managed products and services, including mutual funds, wrap accounts, ETFs, insurance, annuities, and retirement plans.

The role emphasizes business development, client referrals, and relationship management to achieve sales and performance targets while maintaining regulatory compliance.

Qualifications

• Typically, between 4-6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• FINRA licenses required as listed (6/63/65 or 7/66).
• Life and Health Insurance Producer’s License and LTC CE required.
• Strong knowledge of managed products and fee-based advice.

Responsibilities

• Provide financial planning and advice in collaboration with team members.
• Sell managed products and services (mutual funds, wrap accounts, ETFs, insurance, annuities, retirement plans).
• Identify opportunities to generate referrals for personal and commercial banking products.
• Develop and implement relationship management plans with lead relationship manager.
• Produce regular and ad-hoc reports and dashboards and support data analysis.

Skills

Communication skills

Teamwork

Analytical skills

Influence

Data-driven decisions

Education

Post-secondary degree

FINRA Series 6, 63 & 65 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education

FINRA Series 7 & 66 licenses

Job description

BMO Financial Group is seeking a financial planning professional to collaborate with the team and deliver comprehensive banking solutions. You will determine client needs and provide solutions through sales of managed products and services, including mutual funds, wrap accounts, ETFs, insurance, annuities, and retirement plans.

The role emphasizes business development, client referrals, and relationship management to achieve sales and performance targets while maintaining regulatory compliance.