Job Description
BMO is a financial services company committed to creating lasting, positive change for customers and communities. The Associate in Internal Sales will drive sales results for mutual fund/ETF products through relationships with investment advisors and intermediaries, while executing business plans and strategies to achieve sales objectives.
Responsibilities
- Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels
- Puts investment advisors first and supports their wholesaler in driving sales results across their region
- Works with investment advisors, prospects, internal stakeholders to build relationships and drive results
- Proposes solutions to investment advisors and makes recommendations based on an understanding of their needs and market opportunities
- Builds effective relationships with internal/external stakeholders
- Works closely with partnered wholesaler, maintains consistent and clear communication at all times
- Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors
- Participates in industry and intermediary events to grow presence in the marketplace
- Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles
- Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies
- Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities
- Demonstrated self starter – proactively finds new ways to identify new investment advisors, and convert prospects into new relationships
- Comfortable managing multiple priorities and competing deadlines
- Takes initiative when handling ad hoc tasks for investment advisors
- Demonstrates effective and timely use of the Salesforce/customer relationship management systems
- Adheres to all compliance, regulatory, and legal guidelines
- Thinks creatively and proposes new solutions
- Exercises judgment to identify, diagnose, and solve problems within given rules
- Works mostly independently
- Broader work or accountabilities may be assigned as needed
- Hybrid work arrangement expected – 4 days in the office minimum
Skills
- Completed Canadian Securities Course, CIM or IFP certifications are strong assets
- Basic understanding of intermediary Advisory sales and the Investment market
- Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with investment advisors
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Influence skills - In-depth
- Fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Company Overview
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