Financial Advisor - BMO Bank

About the role

This employment opportunity allows you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

Responsibilities

• Build a strong client base with the Bank’s exceptional referral system
• Manage several branch territories with significant deposit bases, including current clients needing an advisor
• Find new clients through the bank's extensive client network
• Create comprehensive client solutions without proprietary products
• Grow your business using LPL’s tools, technology, and support
• Utilize LPL’s experience in helping financial institutions expand and optimize their investment programs
• Benefit from the bank’s reputation and community standing

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Pay

The salary range is $80,000 - $120,000, dependent on various factors including skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Schedule

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Application

To apply, please visit: [Insert Application Link]