Associate, Internal Sales, Intermediary Distribution (New or Recent Graduate)

BMO•Montreal, QC

12d•Hybrid

About The Position

This Associate Internal Sales role within Intermediary Distribution, Global Asset Management, focuses on driving sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. The role prioritizes investment advisors and supports their wholesaler in achieving sales targets across their region. It involves building relationships with investment advisors, prospects, and internal stakeholders to propose solutions and make recommendations based on their needs and market opportunities. The position requires close collaboration with a partnered wholesaler, maintaining consistent and clear communication, and developing and executing a business plan with sales strategies to meet objectives and acquire new investment advisors. Participation in industry and intermediary events is expected to enhance market presence. The role also involves organizing conference calls and presentations, often with portfolio managers, to promote new strategies, and partnering with team members for strategic region management and opportunity capitalization. A proactive approach to identifying new investment advisors and converting prospects is essential, as is the ability to manage multiple priorities and deadlines, and take initiative on ad hoc tasks. Effective and timely use of Salesforce/customer relationship management systems, adherence to compliance and regulatory guidelines, creative problem-solving, and independent work are also key aspects of this role. A hybrid work arrangement is expected, with a minimum of 4 days in the office.

Requirements

Completed Canadian Securities Course, CIM or IQPF 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.

Nice To Haves

Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
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.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.

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.
Ongoing partnership 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.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.