Associate, Distribution Support, Retail

BMO U.S.; Calgary; Hybrid; CAD 56,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking an organized and proactive professional to manage events and sponsorships while supporting the onsite sales team. The role blends administrative rigor with hands‑on, client‑facing activities in a fast-paced environment.

Ideal candidates bring strong communication, time management and collaboration skills, with 5–10 years in financial services and a willingness to work in office several days a week in Calgary or Toronto.

Qualifications

• University degree; 5–10 years in financial services or asset management.
• Canadian Securities Course completion or equivalent is mandatory.
• Event planning and execution experience is important.
• Project management experience is an asset.
• Knowledge of regulatory requirements and the investment industry is an asset.
• Inventory and content management experience is an asset.

Responsibilities

• Plan and execute client events and sponsorships.
• Lead small salesperson-led events up to ~20 people.
• Develop non-product value-add sales collateral (e.g., prospecting content, newsletters).
• Partner with sales, events and leadership to ensure smooth processes and continuous improvement.
• Support onsite sales team at the office (printing, shipping materials, prepping meetings).
• Coordinate materials and logistics for meetings and engagements.
• Manage shared repositories and knowledge resources.

Skills

Microsoft Office

Project management

Event planning

Content development

Sales support

Communication

Time management

Education

University degree

Canadian Securities Course

Tools

Outlook

Teams

Word

Excel

PowerPoint

Job description

Application Deadline: 10/24/2026

Address: 595 8th Ave SW West Tower

Job Family Group: Customer Solutions Success

Profile The ideal candidate is proactive, highly organized, process and service-oriented, and comfortable operating in a fast-paced sales environment while remaining flexible. They bring strong attention to detail, a collaborative mindset, and the ability to balance structured administrative work with hands‑on, onsite support. They display superior time management skills including the ability to prioritize work and are resourceful - can make connections with multiple pieces of information to come to an informed and sound conclusion on how to proceed with a given project. Strong written and verbal communication skills are a requirement. Finally, they are result‑oriented, having the ability to identify opportunities and contribute to continuous improvement. Preference will be given to candidates in Calgary or Toronto.

Key Responsibilities

• Event and sponsorship management and execution: PM tours, client events, conferences.
• Leads and execute small salesperson led events up to ~20 people.
• Project manage development of non-product related value add sales collateral including practice management content (ie. Linked In for prospecting, Estate planning, price of advice, tax planning & advice etc), sales newsletters etc.
• Partner closely with sales, events, and leadership teams to ensure smooth execution of key processes and initiatives and continuous improvement of sales support processes.
• Support onsite sales team needs at the office, including printing, shipping sales materials, managing physical collateral, and ensuring readiness for meetings and client engagements.
• Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
• Management of shared repositories (e.g. shared drives etc.)
• Act as back‑up for key initiatives and others on team Knowledge and Skills

Knowledge and Skills

• Knowledge University degree 5-10 years of experience in financial services, or asset management industry Canadian Securities Course completion or equivalent mandatory Event planning and execution experience important Experience in content development is important Project Management experience an asset Knowledge of regulatory requirements and the investment industry an asset Inventory and content management experience an asset Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
• General understanding of investments and how sales driven firms operate 2-3 days per week in office.
• Skills Fast paced and ever-changing environment requires candidate to be adaptable and agile Team player with strong interpersonal skills and ability to build strong cross functional working relationships Detail-oriented and strong organizational skills Comfort with ambiguity Capable of multi‑tasking, prioritizing, and managing tight timelines in a matrix structure Ability to navigate in a sales environment Strong communications planning and proven end-to-end project management/implementation skills Strong verbal and written communications skills - ability to communicate in a clear, compelling manner Able to proactively identify opportunities and recommend solutions Results‑oriented approach - ability to set measurable targets and evaluate the success of initiatives.

Salary: $55,500.00 - $120,000.00

Pay Type: Salaried

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Who we are

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.