Premier Financial Advisor

About the role

BMO Financial is seeking a Premier Financial Advisor to deliver comprehensive financial planning, investment, and insurance solutions to high-value clients. In this role, you will deepen relationships, grow a designated portfolio, and acquire new clients through referrals and community engagement. You'll collaborate with specialists across banking and wealth management to design tailored strategies, ensure regulatory compliance, and provide an outstanding client experience in a purpose-driven, inclusive culture with strong career growth opportunities.

Work Mode: Hybrid | Employment Type: Full Time | Organization Type: Corporate

Responsibilities

• Provide holistic financial planning, investment, and insurance recommendations aligned with client goals
• Build and manage a book of high-value client relationships, ensuring exceptional service and retention
• Conduct in-depth financial needs assessments and create customized wealth management strategies
• Proactively develop new business through referrals, networking, and community engagement
• Monitor portfolios, adjust strategies based on market conditions, and ensure compliance with regulations
• Collaborate with banking, lending, and wealth teams to deliver integrated financial solutions
• Educate clients on financial products, risk management, and long-term planning options
• Maintain accurate client records, documentation, and suitability assessments in CRM systems
• Meet or exceed sales, revenue, and growth targets while upholding fiduciary standards
• Participate in ongoing training to stay current on products, markets, and regulatory requirements

Requirements

• Focus Area: Budgeting & Resource Allocation, General Accounting, Regulatory Compliance & Policy
• Certifications: CISA – Certified Information System Auditor

Skills

• Financial planning
• Investment advisory
• Wealth management
• Retirement planning
• Insurance products
• Portfolio analysis
• Client relationship management
• Sales and business development
• Regulatory compliance (FINRA/SEC)
• Financial planning software (e.g., eMoney, MoneyGuide)