Senior Premier Relationship Manager

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This is a licensed position requiring the SIE, Series 6, 63, Life and Health

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.  

A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual.  Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.  

As a Licensed Senior Premier Relationship Manager at BMO, you will: 

• Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. 
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. 
• Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. 
• Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. 
• Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. 

BMO IS ON AN EXCITING JOURNEY…  

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