Remote Wealth Solutions Biz Dev Manager

Bank of Montreal; New Brunswick; Hybrid; CAD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Job summary

Bank of Montreal is seeking a seasoned sales professional to drive growth for BMO Insurance Wealth Products within the MGA channel. You will build and deepen relationships with MGAs and advisors, promote Segregated Funds and Annuities, and position wealth solutions across retirement and estate strategies.

Key responsibilities include developing territory plans, delivering market insights, collaborating with Marketing, Product and Operations, and ensuring advisor success to achieve regional and

Qualifications

• 5+ years in business development, wholesaling, or sales in wealth management or financial services.
• Strong knowledge of Segregated Funds, Annuities, retirement income and wealth accumulation solutions.
• Proven ability to grow advisor relationships within MGA, independent advisor, and wealth distribution channels.
• Experience developing opportunities, managing a territory, and meeting sales targets.
• Strong presentation and consultative selling skills.

Responsibilities

• Develops and executes a territory business plan to reach sales, asset growth, and advisor engagement targets.
• Builds strong relationships with MGAs, advisors, and distribution partners to drive product awareness and adoption.
• Identifies new business opportunities through prospecting and relationship management.
• Conducts advisor meetings, presentations, workshops, and events to promote Seg Funds and Annuities.
• Provides consultative sales support to position wealth products in retirement and estate strategies.
• Delivers product expertise and market insights to support advisor growth and client outcomes.
• Collaborates with Marketing, Product, Operations, and Client Service to enhance advisor experience.
• Monitors sales activity and market trends to inform business strategy.

Skills

Advisor relationships

Wealth product knowledge

Territory management

Sales targeting

Presentation skills

Market analysis

Canadian wealth distribution channels"

Education

LLQP designation

Post-secondary degree in Business/Finance/Economics or related field

CFP/CIM/CLU/CFA/PFP/RRC or similar designation considered an asset

Job description

Bank of Montreal is seeking a seasoned sales professional to drive growth for BMO Insurance Wealth Products within the MGA channel. You will build and deepen relationships with MGAs and advisors, promote Segregated Funds and Annuities, and position wealth solutions across retirement and estate strategies.

Key responsibilities include developing territory plans, delivering market insights, collaborating with Marketing, Product and Operations, and ensuring advisor success to achieve regional and