Investment & Financial Planning Advisor

BMO U.S.; Minneapolis (MN); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group seeks a financial advisor to provide planning and investment guidance, selling managed products and services to meet client needs. You’ll implement business development efforts, cultivate referrals, and work with the client relationship team to deliver comprehensive banking solutions.

Responsibilities include building relationships, analyzing client data, and producing performance reports while ensuring compliance and risk controls are followed.

Qualifications

• 4–6 years of relevant experience and a post-secondary degree.
• FINRA Series 6, 63 & 65 licenses OR Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• LTC Continuing Education requirements.
• Strong knowledge of the financial industry.
• Experience with managed products and fee-based advice.
• Understanding of deposit and loan (including mortgage) products.

Responsibilities

• Provide financial and investment planning and advice to deliver comprehensive banking solutions.
• Achieve sales and performance targets for asset sales, fee-based advice, and planning.
• Develop business development strategies and referrals to grow the book of business.
• Collaborate with client relationship team to apply a consultative process.
• Produce regular reports and dashboards to monitor performance and insights.
• Ensure compliance with risk, data governance, and regulatory requirements.

Skills

Financial industry knowledge

Analytical skills

Verbal & written communication

Data-driven decision making

Collaboration & teamwork

Relationship management

Education

Post-secondary degree

Job description

BMO Financial Group seeks a financial advisor to provide planning and investment guidance, selling managed products and services to meet client needs. You’ll implement business development efforts, cultivate referrals, and work with the client relationship team to deliver comprehensive banking solutions.

Responsibilities include building relationships, analyzing client data, and producing performance reports while ensuring compliance and risk controls are followed.