Financial Advisor

BMO is seeking a Financial Advisor to provide comprehensive financial and investment planning services to clients. This role involves identifying client needs, selling managed products and services, and collaborating with team members to achieve sales targets and business development goals.

• Provide financial and investment planning and advice
• Determine client needs and sell managed products and services
• Support sales and performance targets
• Implement business development strategies
• Generate referrals for banking products
• Manage databases and provide analytical support