Associate, Internal Sales, Intermediary Distribution

BMO•Calgary, AB

1d•Hybrid

About The Position

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.

Requirements

Completed Canadian Securities Course, CIM or CFP 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.
Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
Comfortable managing multiple priorities and competing deadlines.
Demonstrates effective and timely use of the Salesforce/customer relationship management systems.
Works mostly independently.

Responsibilities

Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels.
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.
Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
Partners with team members to encourage strategic region management and capitalizing on new opportunities.
Proactively finds new ways to identify new investment advisors, and convert prospects into new relationships.
Manages 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.