Internal Sales Associate, Retail Distribution

BMO U.S.; Toronto; On-site; CAD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a Customer Solutions professional to drive sales through designated intermediaries and BMO channels. You will develop solutions aligned with business strategy and build strong relationships with internal and external stakeholders.

Responsibilities include creating a business plan with sales strategies, participating in industry events, and providing input to product development and marketing to grow the business while ensuring compliance with regulations.

Qualifications

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Basic understanding of intermediary sales and the market.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Drive sales results for designated products through intermediaries or BMO channels.
• Develop solutions and makes recommendations based on business strategy and stakeholder needs.
• Build effective relationships with internal/external stakeholders.
• Develop and execute a business plan including sales strategies to achieve sales objectives.
• Participate in industry and intermediary events to grow presence in the marketplace.
• Provide input to product development and marketing to grow the overall business.
• Monitor and track performance, and address any issues.
• Ensure compliance with regulatory guidelines.

Skills

Intermediary sales

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence skills

Education

Post-secondary degree in related field

Tools

CRM system

Expense reporting system

Job description

Application Deadline: 10/22/2026 Address: 100 King Street West Job Family Group: Customer Solutions Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development. Works with smaller clients, prospects, territories, issues and relationships. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients. Participates in industry and intermediary events to grow presence in the marketplace. Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies. Provides input to product development and marketing to grow the overall business. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Demonstrates effective and timely use of the customer relationship management system and expense reporting system. Adheres to all compliance, regulatory, and legal guidelines. Focus may be on a business/group. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Basic understanding of intermediary sales and the market.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving 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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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. Who we are 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.