Retail Banking Personal Financial Advisor

As a Retail Relationship Banker at BMO Financial, you will build and deepen client relationships within our Banking, Insurance & Investment team. You’ll provide tailored advice on everyday banking, borrowing, and basic investment solutions, helping clients reach their financial goals. In this client-facing role, you will drive growth through proactive outreach, needs-based recommendations, and exceptional service while ensuring compliance with banking and regulatory standards. You’ll thrive in BMO’s inclusive culture that values diversity, development, and career progression in financial services. Serve as primary point of contact for retail clients, delivering personalized banking and investment advice Deepen client relationships by identifying needs and recommending appropriate BMO products and services Open accounts, process transactions, and support day-to-day banking activities with high accuracy Conduct financial reviews to support clients’ savings, borrowing, and investment goals Meet and exceed sales, retention, and satisfaction targets while maintaining compliance with regulations Collaborate with branch and advisory teams to deliver an integrated client experience Uphold BMO’s inclusive culture, ensuring all clients feel welcomed and respected Retail banking products Customer relationship management (CRM) Consumer lending Financial planning Investment products knowledge Sales and cross-selling Risk and compliance in banking KYC/AML procedures Portfolio analysis Data entry and documentation Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) preferred FINRA licensing (e.g., Series 6/7) preferred State insurance licenses (life/health) an asset