Associate, Internal Sales, Intermediary Distribution
BMO Financial Group
Calgary, AB, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: may i...
4d onsite
Drive sales results for mutual funds
Build relationships with investment advisors
Execute business plans for sales objectives
The role focuses on driving sales results for designated mutual fund and ETF products through non-affiliated and BMO Advisory channels
Job Summary
The role focuses on driving sales results for designated mutual fund and ETF products through non-affiliated and BMO Advisory channels.
Candidates are expected to build effective relationships with investment advisors and prospects while proposing tailored investment solutions.
The position offers a competitive salary range of $45,500.00 to $84,500.00 along with comprehensive benefits including health insurance and retirement savings plans.
Matching Summary
The role focuses on driving sales results for designated mutual fund and ETF products through non-affiliated and BMO Advisory channels.
Salary
Base: $45,500.00 - $84,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Drive sales results for mutual funds
Build relationships with investment advisors
Execute business plans for sales objectives
Conduct effective sales conversations over phone
Use Salesforce CRM systems effectively
Nice-to-have
Proactive self-starter mentality
Creative problem-solving skills
Ability to manage multiple priorities
Strong verbal and written communication
Experience speaking to macro economic conditions
Key Requirements
Completed Canadian Securities Course
CIM or CFP certifications preferred
Basic understanding of intermediary Advisory sales