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About the Role
Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Supports wholesalers in driving sales results across their region by prioritizing investment advisors.
Responsibilities
- Works with investment advisors, prospects, and internal stakeholders to build relationships and drive results.
- Proposes solutions and makes recommendations to investment advisors based on their needs and market opportunities.
- Builds effective relationships with internal and external stakeholders.
- Works closely with partnered wholesalers, maintaining consistent and clear communication.
- 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 marketplace presence.
- Organizes and arranges regular conference calls and presentations, independently or with portfolio managers, to promote new strategies.
- Partners with team members to encourage strategic region management and capitalize on new opportunities.
- Proactively identifies new investment advisors and converts prospects into new relationships.
- Manages multiple priorities and competing deadlines.
- Takes initiative when handling ad hoc tasks for investment advisors.
- Effectively and timely uses Salesforce/customer relationship management systems.
- Adheres to all compliance, regulatory, and legal guidelines.
- Proposes new solutions creatively.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Accepts broader work or accountabilities as needed.
Requirements
- Demonstrated experience speaking to macro economic conditions, financial markets, and various investment vehicles.
- 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.
- In-depth verbal & written communication skills.
- In-depth collaboration & team skills.
- In-depth influence skills.
Skills
- Sales
- Relationship Building
- Communication
- Salesforce/CRM
- Problem Solving
- Strategic Planning
Location
- 100 King Street West
Work Type
- Hybrid
- Full-time
Experience Level
- Not specified
Education Level
- Completed Canadian Securities Course
- CIM certification
- CFP certification
Salary/Compensations
- $45,000.00 - $100,000.00
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
About the Company
- 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.
Equal Opportunity
- 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.