Financial Advisor

Financial Advisor

This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based on client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships.

This is a 100% remote opportunity! Work Schedule : Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed). Licensed Position : Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role.

Customer

• Understanding financial markets and recognize when to provide clients advice
• Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
• Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals.
• Investment product subject matter expert (15 product categories)
• Mutual Funds
• Annuities
• Managed Accounts
• Marked Linked CDs
• Unit Investment Trust
• Retirement planning
• Fee Based Account annual reviews

Financial

Asset Retention

Manage direct client relationships and maintaining a group of clients with total assets of $100MM

Risk

Financial Advice

AML (Anti Money Laundering)

Trading

Accountabilities / Decision Making / Scope & Impact

Knowledge and Skills

Why You'll Love Growing Your Career Here

Salary

$46,000.00 - $85,200.00

Pay Type : Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.