Associate, Internal Sales, Intermediary Distribution

BMO; Calgary; Hybrid; CAD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a sales-focused professional to drive results for mutual fund and ETF products through advisory intermediaries and BMO Advisory channels, with a focus on building strong relationships with investment advisors and prospects.

The role requires developing business plans, proposing solutions based on market opportunities, and representing BMO at industry events. A hybrid work arrangement with in-office presence is expected.

Qualifications

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

Responsibilities

• Drives sales results for designated mutual fund/ETF products through advisory intermediaries and BMO Advisory channels.
• Works with investment advisors, prospects, and internal stakeholders to build relationships and drive results.
• Proposes solutions to investment advisors and makes recommendations based on needs and market opportunities.
• Develops, maintains and executes a business plan including sales strategies to achieve sales objectives.
• Participates in industry events to grow presence in the marketplace.
• Organizes regular conference calls and presentations to promote new strategies.

Skills

Sales conversations

Verbal & written communication

Collaboration & teamwork

Influence skills

Relationship building

Education

Canadian Securities Course

CIM or CFP certifications

Tools

Salesforce

Job description

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.
• Hybrid work arrangement expected – 4 days in the office minimum.

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.

Salary

$45,000.00 - $100,000.00

Pay Type

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

To find out more visit us at https://jobs.bmo.com/ca/en

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. To request accommodation, please contact your recruiter.