Financial Advisor: Planning & Investments

BMO U.S.; Saint Paul (MN); On-site; USD 65,000 - 140,000; 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 advisor to collaborate with teams to deliver comprehensive banking and investment solutions. You will identify client needs and offer managed products, insurance, and retirement options while supporting branch sales goals.

The role requires licenses (FINRA and insurance), strong communication, and analytical skills, with a focus on building long-term client relationships and strategic referral networks.

Qualifications

• Typically 4–6 years of relevant experience+
• Post-secondary degree or equivalent experience
• FINRA licenses required (6/63/65 or 7/66)
• Life/Health insurance license required
• Strong knowledge of managed products and fee-based advice
• Deep understanding of deposit and loan products

Responsibilities

• Support achievement of sales and performance targets for asset sales and financial planning
• Develop and implement business development strategies to acquire new business
• Identify opportunities to generate referrals and expand client relationships
• Provide advice and guidance on investment strategies and financial planning
• Coordinate relationship management plans with lead relationship manager
• Prepare reports, dashboards, and analyses to track performance and progress

Skills

Sales targets

Communication skills

Analytical skills

Data-driven decisions

Education

Post-secondary degree in related field

FINRA Series 6/63/65 or 7/66 licenses

Life and Health Insurance Producer’s License

Tools

Financial products knowledge

Job description

BMO Financial Group is seeking a financial advisor to collaborate with teams to deliver comprehensive banking and investment solutions. You will identify client needs and offer managed products, insurance, and retirement options while supporting branch sales goals.

The role requires licenses (FINRA and insurance), strong communication, and analytical skills, with a focus on building long-term client relationships and strategic referral networks.