Associate, Internal Sales, Intermediary Distribution

BMO is a financial services company committed to creating lasting positive change. The Associate in Internal Sales will drive sales results for mutual fund/ETF products by building relationships with investment advisors and supporting wholesalers in their sales efforts.

Responsibilities

• 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

Skills

• 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

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Company Overview