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This is a licensed position requiring the SIE, Series 6, 63, 65, and state Life and Health insurance licenses; Series 7, 66, or 65 licenses preferred.

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. 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.