What are the responsibilities and job description for the Executive Financial Relationship Strategist position at BMO Financial?
About the Role
As a key member of our team, you will play a vital role in building and managing a portfolio of mass affluent clients across multiple branch locations. Your primary responsibility will be to act as the primary client contact, uncovering their financial needs and providing meaningful solutions that comply with regulatory and compliance policies.
You will work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Utilizing a consultative sales process, you will develop strong customer relationships and serve as their trusted advisor and primary point of contact.
