Associate, Internal Sales, Intermediary Distribution
BMO Financial Group
Toronto, Ontario, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: may i...
4d onsite
Drive sales results for designated mutual fund/etf products
Build effective relationships with investment advisors
Develop and execute a business plan for sales objectives
The role focuses on driving sales results for mutual fund and ETF products through non-affiliated intermediaries and BMO Advisory channels
Job Summary
The role focuses on driving sales results for mutual fund and ETF products through non-affiliated intermediaries and BMO Advisory channels.
Candidates are expected to build strong relationships with investment advisors, propose tailored solutions, and execute strategic business plans to acquire new clients.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role focuses on driving sales results for mutual fund and ETF products through non-affiliated intermediaries and BMO Advisory channels.
Salary
Base: $45,500.00 - $84,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Drive sales results for designated mutual fund/ETF products
Build effective relationships with investment advisors
Develop and execute a business plan for sales objectives
Demonstrate knowledge of macro economic conditions and financial markets
Organize conference calls and presentations independently
Nice-to-have
Proactive self-starter identifying new investment advisors
Creative problem solving within compliance rules
Comfortable managing multiple priorities and competing deadlines
Effective use of Salesforce customer relationship management systems
Key Requirements
Completed Canadian Securities Course, CIM or CFP certifications
Basic understanding of intermediary Advisory sales and the Investment market
Ability to conduct effective sales conversations over the phone