Financial Advisor

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Builds change management plans of varying scope; leads or participates in readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools. Works collaboratively with the client relationship team to apply a consultative sales process and continually enhance the client experience. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Salary: $51,800.00 - $95,900.00; Pay Type: Salaried & Commission.