Financial Advisor

BMO U.S.

. Provides financial and investment planning and advice in collaboration with team members .

Posted 9/22/2026full-timeEden Prairie • Minnesota • United StatesMid-LevelSenior💰 $65,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial and investment planning, with a strong focus on client relationship management and sales of managed products. Proficient in data analysis, reporting, and compliance processes to enhance client experience and support strategic initiatives.

Highest-signal resume keywords

FINRA Series 6, 63 & 65 LicensesLife and Health Insurance Producer’s LicenseIn-Depth Experience with Managed ProductsData-Driven Decision-Making SkillsStrong Working Knowledge of Financial Industry

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesSales of Managed ProductsData AnalysisForecastingReportingChange ManagementRisk and Compliance ProcessesClient Relationship ManagementBusiness Development Strategies

Soft Skills

Verbal Communication SkillsWritten Communication SkillsCollaboration SkillsAnalytical SkillsProblem-Solving Skills

Tools & Technologies

DatabasesDashboardsData Visualization Tools

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLife and Health Insurance Producer’s LicenseLTC Continuing Education Requirements

Industry Keywords

Financial IndustryManaged ProductsFee-Based AdviceDeposit ProductsLoan ProductsBanking Services

About the role

Key responsibilities & impact

Provides financial and investment planning and advice in collaboration with team members
Determines client needs and provides solutions through sales of managed products and services
Provides solutions indirectly through referrals to business partners
Supports sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
Implements business development strategies, including outbound calling campaigns and seminars
Cultivates branch employee referrals
Generates referrals for personal and commercial banking products
Implements relationship management plans with the lead relationship manager
Develops solutions and recommendations based on business strategy and stakeholder needs
Supports strategic initiatives with internal and external stakeholders
Conducts analysis and assessment to resolve strategic issues
Coordinates implementation activities and tracks metrics and milestones
Manages databases and supports analysis, forecasting, and data visualization
Produces regular and ad-hoc reports and dashboards
Builds and participates in change management plans and activities
Develops communication plans, tailored messaging, and distribution channels
Designs and develops tools and training programs
Integrates information from multiple sources to improve processes and reporting
Works collaboratively with the client relationship team to enhance client experience
Introduces clients to investment strategies and develops financial plans
Communicates product developments and initiatives to sales management and sales force
Coaches and advises team members through joint appointments and product knowledge sharing
Builds relationships with internal and external stakeholders
Follows risk and compliance processes and protects customer assets and privacy
Identifies ways to enhance the client experience
Makes sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

What you’ll need

Typically, between 4–6 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
FINRA Series 6, 63 & 65 licenses OR FINRA Series 7 & 66 licenses
Life and Health Insurance Producer’s License
Completed LTC Continuing Education Requirements
Strong working knowledge of financial industry
In-depth experience working with managed products and providing fee-based advice
In-depth understanding of deposit and loan (including mortgage) products and banking services
Technical proficiency gained through education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Benefits

Comp & perks

Commission structure
Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones