Financial Advisor

BMO U.S.

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

Posted 9/22/2026full-timeMinneapolis • 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, providing tailored banking solutions, and implementing business development strategies. Proficient in relationship management, data analysis, and compliance with regulatory standards.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesRelationship ManagementData AnalysisRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Managed ProductsFee-Based AdviceDeposit ProductsLoan ProductsData VisualizationBusiness DevelopmentConsultative Sales ProcessOperational Program ImplementationPerformance TrackingChange Management

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationAnalytical SkillsProblem-Solving

Tools & Technologies

DatabasesReporting ToolsGuidance 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 IndustryBanking ServicesClient ExperienceRegulatory ComplianceRisk Management Framework

About the role

Key responsibilities & impact

Provide financial and investment planning and advice in collaboration with team members
Deliver comprehensive banking solutions in the customer’s best interest
Determine client needs and provide solutions through sales of managed products and services
Provide referrals to personal and commercial banking partners
Support targets for new asset sales, joint appointments, fee-based sales, and financial planning
Implement business development strategies, including outbound calling campaigns and seminars
Cultivate branch employee referrals
Identify opportunities to generate referrals for personal banking, lending, and investment products
Implement relationship management plans with the lead relationship manager
Develop solutions and recommendations based on business strategy and stakeholder needs
Support strategic initiatives with internal and external stakeholders
Analyze strategic issues, data, and information to provide insights and recommendations
Track metrics, milestones, and performance; address issues
Manage databases and support analysis, forecasting, and data visualization under data governance standards
Design and produce regular and ad-hoc reports and dashboards
Build and participate in change management plans and activities
Develop communication plans, tailored messaging, and distribution channels
Plan and implement operational programs
Deliver timely, accurate, and efficient service
Design and develop business tools and training programs, and potentially deliver training
Integrate information from multiple sources to improve processes, analysis, and reporting
Promote business/group programs
Apply a consultative sales process and enhance the client experience
Introduce clients to investment strategies and develop financial plans using guidance tools
Communicate product developments and initiatives to sales management and sales force
Coach and advise team members through joint appointments and product knowledge sharing
Build effective internal and external stakeholder relationships
Follow risk and compliance processes and protect customer assets and privacy
Protect the Bank’s assets and comply with regulatory, legal, and ethical requirements
Identify and recommend ways to enhance the client experience
Apply the Risk Management Framework and make sound, risk-informed decisions

Requirements

What you’ll need

Typically, between 4–6 years of relevant experience
Post-secondary degree in a 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 the 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

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities