Associate, Internal Sales, Intermediary Distribution

BMO

Calgary, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: may i...
4d onsite
Drives sales results for mutual fund/etf products
Builds effective relationships with stakeholders
Develops and executes business plan
Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels

Job Summary

  • Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels.
  • Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within 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

  • Drives sales results for mutual fund/ETF products
  • Builds effective relationships with stakeholders
  • Develops and executes business plan
  • Proactively finds new investment advisors
  • Manages multiple priorities and deadlines
  • Adheres to compliance and regulatory guidelines

Nice-to-have

  • Puts investment advisors first
  • Thinks creatively and proposes new solutions
  • Works mostly independently
  • Participates in industry events
  • Supports partnered wholesaler

Key Requirements

  • Canadian Securities Course, CIM or CFP certifications
  • Basic understanding of intermediary Advisory sales
  • Ability to conduct effective sales conversations
  • Verbal & written communication skills
  • Collaboration & team skills
  • Influence skills

Work Rights

Not specified

Tailored Resume

Cover Letter