Associate, Internal Sales, Retail Distribution, Global Asset Management

BMO•Montreal, QC

7d•Remote

About The Position

The Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate’s sales & business development objectives. Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions. Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region. Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars. Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries. Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results. Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG. Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund Sales Conduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales. Assist Regional Senior Associate’s in territory management. Operates in multiple working relationships/partnerships/environments.

Requirements

Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course).
University degree or College diploma required.
Minimum 3 years of financial services industry and investment product sales experience.
In-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.
Proven Sales experience and client relationship management experience required.
Strong relationship skills, interpersonal, and communication skills.
Strong presentation and facilitation skills.
Familiarity with retail investment products and distribution channels within the marketplace.
Must be proactive, driven and motivated with a positive attitude and a desire to develop business.

Nice To Haves

Track record of consistent Personal Banker performance related to investment sales results preferred.
Canadian Practices Handbook (CPH) added benefit.
Related industry courses ideal.

Responsibilities

Promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking).
Initiate and execute sales coaching calls to Personal Bankers in their regions.
Support sales activities & events in partnership with the Senior Associate’s sales & business development objectives.
Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.
Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.
Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.
Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.
Proactively identify coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.
Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.
Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund Sales.
Conduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.
Assist Regional Senior Associate’s in territory management.
Operates in multiple working relationships/partnerships/environments.