Description

Application Deadline: 08/30/2025

Address: 100 King Street West

Job Family Group: Asset Mgmt Sales & Service

Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their region.

• Works with investment advisors, prospects, internal stakeholders to build relationships and drive results.
• Proposes solutions to investment advisors and makes recommendations based on an understanding of their needs and market opportunities.
• Builds effective relationships with internal/external stakeholders.
• Works closely with partnered wholesaler, maintains consistent and clear communication at all times.
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors.
• Participates in industry and intermediary events to grow presence in the marketplace.
• Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
• Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
• Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.
• Demonstrated self starter – proactively finds new ways to identify new investment advisors, and convert prospects into new relationships.
• Comfortable managing multiple priorities and competing deadlines.
• Takes initiative when handling ad hoc tasks for investment advisors.
• Demonstrates effective and timely use of the Salesforce/customer relationship management systems.
• Adheres to all compliance, regulatory, and legal guidelines.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Completed Canadian Securities Course, CIM or CFP certifications are strong assets
• Basic understanding of intermediary Advisory sales and the Investment market.
• Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with investment advisors.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Influence skills - In-depth.