Application Deadline: 09/29/2025
Address: 17833 Hesperian Blvd.
Job Family Group: Retail Banking Sales & Service
This role requires licensing, including SIE, Series 6, 63, Life, and Health.
Join our mission at Premier Services to assist mass affluent clients in achieving meaningful financial progress by navigating their future.
A BMO Senior Premier Relationship Manager is responsible for managing and expanding a dedicated portfolio of mass affluent clients. In partnership with multiple branch locations and a team of financial advisors, you will discover new opportunities and provide an exceptional customer experience. Our client-first approach focuses on understanding individual needs through tailored financial planning and solutions.
As a Licensed Senior Premier Relationship Manager at BMO, your responsibilities include:
- Building strong relationships with clients by offering personalized financial guidance and utilizing BMO's extensive resources and technology.
- Being the primary contact for clients to identify their financial needs and provide effective solutions while adhering to compliance and regulatory policies.
- Collaborating with internal and external partners to create comprehensive financial strategies tailored to affluent customers.
- Working in a supportive and values-driven environment that provides the tools needed for your success.
- Enjoying a competitive salary with opportunities for incentives and bonuses, alongside comprehensive benefits designed to support your personal and professional development.
BMO IS ON AN EXCITING JOURNEY
We are focused on building a digitally enabled, future-ready bank that excels in efficiency, profitability, and customer loyalty, all underpinned by our Winning Culture and our Purpose to Boldly Grow the Good, both in business and life. We take pride in our commitment to diversity & inclusion and prioritizing our customers' needs. You belong here!
- The role requires the ability to proactively manage an assigned portfolio of mass affluent clients.
- Actively engage with clients to assess their financial needs and offer impactful solutions while ensuring compliance with regulations.
- Foster relationships within the community to enhance client experience and promote BMO's values.
- Utilize a consultative sales approach to deepen client relationships, positioning yourself as their trusted financial advisor.
- Identify opportunities for sales growth by connecting with both existing and potential clients, enhancing portfolio value.
- Analyze credit applications to maintain high standards of credit quality.
- Conduct regular client review meetings to retain and develop relationships.
- Participate in public engagements to expand your network and leverage professional connections.
- Provide training to branch personnel to elevate their understanding of mass affluent client needs.
- Educate clients on digital banking options to facilitate seamless transactions.
- Collaborate with various departments to resolve client issues and enhance product support.
- Adhere to security protocols and uphold ethical standards to prevent financial loss.
- Ensure client and bank information confidentiality and compliance with policies.
- Monitor and address operational risks in line with documented procedures.
- Support strategic initiatives with both internal and external stakeholders.
- Deliver timely and efficient service to clients, ensuring an excellent banking experience.
- Exercise judgment in problem-solving and client interactions.
- Manage various complex tasks, adapting as needed based on changing circumstances.
Qualifications:
- 4-6 years of relevant experience is preferred, along with a post-secondary degree in a related field.
- 7+ years in financial services is ideal, with a focus on banking products, strategies, and profitability.
- Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if not possessed, to be obtained within six months of starting).
- Strong knowledge of loans, deposit products, cash flow analysis, and applicable regulations.
- Expertise in brokerage, insurance, business services, and client portfolio management will be essential.
- Exceptional communication, collaboration, analytical, and decision-making skills.
U.S. Only: This position will act as an originator of consumer loans as defined by regulation. Candidates may be required to undergo a criminal background review and credit evaluation.
Salary: $63,300.00 - $117,200.00
Pay Type: Salaried
This represents BMO Financial Group's pay range. Actual salaries will vary based on location, experience, and qualifications. This role may include performance-based incentives and comprehensive benefits.
About Us:
At BMO, our Purpose is to Boldly Grow the Good in business and life. We strive to make lasting, positive changes for our customers, communities, and employees. Working at BMO means being valued, respected, and provided with opportunities for professional growth and impact.
To learn more, visit BMO careers.
BMO is an equal opportunity employer and is committed to accommodating individuals with disabilities throughout the employment process. If you require accommodation, please notify us of your request.