Financial Advisor

Join BMO Financial Group in Phoenix as a Financial Advisor and contribute to client outcomes through thoughtful financial and investment planning. This onsite role prioritizes a collaborative, client‑centric approach and provides a strong path for professional growth within a respected financial institution. The compensation package reflects the value of your expertise, combining a competitive salary with performance incentives and a robust benefits program that supports long-term stability and development.

• Performance-based incentives and discretionary bonuses
• Health insurance coverage
• Tuition reimbursement for continuing education
• Accident and life insurance protections
• Retirement savings plans

Salary: USD 51,800 to 95,900 per year. Pay type: Salaried and Commission. This role is based onsite in Phoenix, AZ.

Responsibilities

• Support the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Execute business development strategies to win new business, including outbound calling campaigns, seminars, and leveraging branch referrals.
• Identify opportunities during client conversations to generate referrals for personal and commercial banking products such as personal banking, lending, and investments.
• Implement a relationship management plan in partnership with the lead relationship manager.
• Assess client needs and deliver solutions through the sale of managed products and services.
• Develop recommendations aligned with business strategy and stakeholder needs.
• Provide guidance to assigned business groups on the implementation of solutions.
• Support the execution of strategic initiatives with internal and external stakeholders.
• Help determine business priorities and the sequencing of strategy execution.
• Conduct independent analysis to resolve strategic issues.
• Coordinate activities for implementing strategic initiatives and track metrics and milestones.
• Manage databases and support analysis, forecasting, and data visualization in line with data governance standards.
• Break down strategic problems and analyze data to offer insights and recommendations.
• Monitor performance and address any issues that arise.
• Design and produce regular and ad hoc reports and dashboards.
• Develop change management plans and participate in initiatives including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment.
• Contribute to defining a communication plan to influence behavior, tailoring messaging, and selecting distribution channels.
• Provide input into the planning and implementation of operational programs.
• Deliver timely, accurate, and efficient service while executing assigned work.
• Identify business needs, design tools and training programs, and deliver training as needed.
• Use systems to manage information, including customized exception and tracking reports.
• Integrate information from multiple sources to enable efficient processes and enhanced reporting.
• Support the development and promotion of a business group program.
• Collaborate with the client relationship team to apply a consultative sales process and continually improve the client experience.
• Introduce clients to investment strategies and help develop a financial plan using applicable guidance tools.
• Communicate product developments and initiatives to sales management and the sales force.
• Coach and advise teammates through joint appointments and sharing product knowledge and sales tips.
• Build strong relationships with internal and external stakeholders and ensure alignment across groups.
• Follow risk and compliance processes to safeguard assets, protect privacy, and act in clients' best interests.
• Protect the bank's assets and comply with regulatory, legal, and ethical requirements.
• Identify opportunities to enhance the client experience and focus on the business group within BMO, with potential enterprise-wide considerations.
• Exercise judgment to diagnose and solve problems within established guidelines, often handling complex or unique situations.
• Perform tasks independently and be prepared for broader responsibilities as needed.
• Apply the Risk Management Framework to take measured risks in line with risk culture and approved risk appetite, supporting business strategy and asset protection.

Requirements

• Typically 4 to 6 years of relevant experience with a post-secondary degree in a related field, or an equivalent combination of education and experience.
• FINRA licenses: Series 6, 63 and 65 or Series 7 and 66.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of the financial industry.
• Extensive experience with managed products and fee-based advice.
• Solid understanding of deposit and loan products, including mortgages, and banking services.
• Technical proficiency gained through education or practical experience.
• Strong verbal and written communication skills.
• Collaborative and team-oriented approach.
• Analytical and problem-solving capabilities.
• Influence and interpersonal skills with data-driven decision making.