What are the responsibilities and job description for the Personal Finance Advisor position at BMO Financial?
About the Role
This position requires a consultative sales and team-based environment where you will engage with existing customers and prospects to grow loyalty and identify immediate and future opportunities. You will offer clients advice and guidance on available digital and self-serve options, ensuring banking is easy, simple, and fast. A focus on results and the ability to thrive in a consultative sales environment are essential for this role.