Job Details

Application Deadline: 02/08/2026

Address: 17833 Hesperian Blvd.

Job Family Group: Retail Banking Sales & Service

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 Senior Premier Relationship Executive is focused on managing and expanding a portfolio of mass affluent clients. In this role, you will partner with multiple branch locations and a dedicated team of financial advisors to explore new opportunities and provide an exceptional experience. Your customer-centric approach will prioritize individual client goals through personalized financial planning and tailored solutions.

As a Licensed Senior Premier Relationship Executive, you will:

• Serve as the primary relationship manager, offering personalized attention to uncover clients' specific financial needs.
• Act as the main point of contact, ensuring compliance with regulatory policies while delivering meaningful solutions.
• Work collaboratively with branch teams and community partners to build valuable relationships and enhance the customer experience.
• Utilize partnerships to provide comprehensive strategies for affluent customers' financial requirements.
• Enjoy a competitive salary structure, quarterly incentives, and annual bonuses, coupled with comprehensive benefits within a culture that values contribution and growth.

BMO IS ON AN EXCITING JOURNEY

We have established a digitally-enabled, future-ready bank driven by our commitment to efficiency, profitability, and customer loyalty, all supported by a Winning Culture. Join us as we strive to grow positively in both business and life. We are a recognized employer that values diversity & inclusion and consistently places the customer first.

• This is a licensed position requiring the SIE, Series 6, 63, Life and Health.
• Proactively manage an assigned portfolio of mass affluent clients across various branch locations.
• Engage clients to identify their financial needs and provide tailored solutions in adherence to compliance policies.
• Utilize a consultative sales approach to cultivate strong customer relationships, acting as a trusted advisor.
• Identify other sales opportunities within your assigned client portfolio, delivering exceptional results.
• Review credit applications and ensure adherence to sound credit practices.
• Conduct quality customer review meetings to enhance retention and scope of relationships.
• Participate actively in community initiatives to discover new prospects.
• Provide mentorship and training to branch personnel on managing interactions with mass affluent clients.
• Educate clients on digital banking options and guide them in utilizing self-service technologies.
• Liaise with clients and various departments to ensure excellent product support and swift problem resolution.
• Maintain confidentiality and comply with Bank policies and ethical standards to prevent fraud and ensure security.
• Analyze risks and take appropriate actions to maintain operational integrity.

Qualifications:

• Typically 4-6 years of relevant experience; a related post-secondary degree preferred.
• A minimum of 7 years in financial services with in-depth knowledge of banking products and services.
• Required: SIE Exam, Series 6, Series 63, Life & Health licenses to be obtained within six months if not currently held.
• Advanced understanding of banking products, cash flow analysis, lending processes, and regulatory requirements.
• Excellent knowledge of brokerage, insurance products, business services, and personal trust management.
• Strong client portfolio management skills.
• Effective verbal and written communication skills, along with strong collaborative abilities.
• Robust analytical and problem-solving skills.
• Ability to influence and make data-driven decisions independently.

U.S. Only: This role will involve originating consumer loans in accordance with relevant regulations. A criminal background review and credit evaluation will be necessary.

Salary: $63,300.00 - $117,200.00

Pay Type: Salaried

This position offers a competitive salary and commission structure, varying based on factors like experience and location. For detailed benefits information, please visit the BMO careers page.

About Us:

At BMO, we are united by a purpose: to make a positive impact in business and life. As part of our team, you will feel valued and supported in your growth. We are committed to helping you make an impact from day one, providing you with the necessary training, coaching, and opportunities to broaden your skills. Join us in transforming lives and driving economic growth.

BMO is committed to equal employment opportunities and providing reasonable accommodations for individuals with disabilities. Should you require an accommodation during the employment process, please contact us with your requests.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from candidates.