Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. deposits and investments), and increasing investment penetration within portfolio.

+ Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set **(e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance).**
+ Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
+ Proactively works with assigned customer por...