Director, Institutional Sales & Service

BMO

Western Canada, CA
Base: $111,800.00 - $208,000.00; bonus/equity: may...
Fully remote
7-10 years institutional asset management experience
Eligible to obtain exempt market dealer licensing
Strong understanding of portfolio construction
The role is responsible for developing and managing institutional client relationships across Western Canada while supporting BMO Global Asset Management's strategic goals

Job Summary

  • The role is responsible for developing and managing institutional client relationships across Western Canada while supporting BMO Global Asset Management's strategic goals.
  • A key component involves deepening relationships with Indigenous communities and organizations by engaging respectfully with leadership and governance structures.
  • The position offers a competitive salary range of $111,800.00 to $208,000.00 along with comprehensive benefits including health insurance and retirement savings plans.

Matching Summary

The role is responsible for developing and managing institutional client relationships across Western Canada while supporting BMO Global Asset Management's strategic goals.

Salary

Base: $111,800.00 - $208,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 7-10 years institutional asset management experience
  • Eligible to obtain Exempt Market Dealer licensing
  • Strong understanding of portfolio construction

Nice-to-have

  • Experience working with Indigenous communities
  • CFA Charterholder or CIM designation preferred
  • Ability to travel extensively throughout Western Canada

Key Requirements

  • Undergraduate degree in finance, economics, or business
  • Minimum 7–10 years of relevant experience
  • Exempt Market Dealer (EMD) licensing eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter