Associate, Internal Sales, Intermediary Distribution

BMO Financial Group

Toronto, ON, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: may i...
4d onsite
Drive sales results for designated products
Build relationships with investment advisors
Develop and execute business plans
The role focuses on driving sales results for mutual fund and ETF products by supporting investment advisors and building strong relationships with internal and external stakeholders

Job Summary

  • The role focuses on driving sales results for mutual fund and ETF products by supporting investment advisors and building strong relationships with internal and external stakeholders.
  • Candidates are expected to develop and execute comprehensive business plans including sales strategies to achieve objectives and acquire new investment advisors.
  • BMO offers a competitive total compensation package including performance-based incentives, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role focuses on driving sales results for mutual fund and ETF products by supporting investment advisors and building strong relationships with internal and external stakeholders.

Salary

Base: $45,500.00 - $84,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Drive sales results for designated products
  • Build relationships with investment advisors
  • Develop and execute business plans
  • Conduct effective sales conversations over phone
  • Manage multiple priorities and competing deadlines

Nice-to-have

  • Demonstrated self-starter initiative
  • Creative problem solving skills
  • Effective communication with stakeholders
  • Proactive identification of new opportunities

Key Requirements

  • Completed Canadian Securities Course, CIM or CFP certifications
  • Basic understanding of intermediary Advisory sales
  • Verbal and written communication skills in-depth
  • Collaboration and team skills in-depth
  • Influence skills in-depth

Work Rights

Not specified

Tailored Resume

Cover Letter