Intermediary Advisor Sales Specialist (Hybrid)

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group seeks a result-driven sales professional to drive mutual fund/ETF sales through advisory intermediaries and BMO Advisory channels in the Toronto area. You will partner with investment advisors, understand client needs, and present tailored investment solutions.

You will maintain strong internal relationships, coordinate with the wholesaler, and execute a business plan to achieve sales targets. Hybrid work with in-office requirement supports collaboration.

Qualifications

• 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.

Responsibilities

• Drives sales results for designated mutual fund/ETF products through intermediary channels and BMO Advisory.
• Builds relationships with investment advisors and prospects to drive results.
• Proposes solutions and recommendations based on client needs and market opportunities.
• Maintains communication with stakeholders and partners, including the partnered wholesaler.
• Develops and executes a business plan with sales strategies to achieve objectives.
• Participates in industry events to grow market presence.
• Speaks on macro economy, markets, and investment vehicles.

Skills

Sales conversations

Verbal & Written communication

Collaboration & teamwork

Influence skills

Education

Canadian Securities Course

CIM certification

CFP certification

Tools

Salesforce

Job description

BMO Financial Group seeks a result-driven sales professional to drive mutual fund/ETF sales through advisory intermediaries and BMO Advisory channels in the Toronto area. You will partner with investment advisors, understand client needs, and present tailored investment solutions.

You will maintain strong internal relationships, coordinate with the wholesaler, and execute a business plan to achieve sales targets. Hybrid work with in-office requirement supports collaboration.