Associate Vice President, Advisor Sales, Global Asset Management

BMO•Calgary, AB

2d•CA$56,000 - CA$103,500•Onsite

About The Position

The Associate Vice President Wholesaler operates as a near-peer to the broader wholesaling team, with ownership of a semi-autonomous MFDA sub-region. The role is designed to accelerate growth by extending BMO GAM’s reach into high-potential advisor segments, while developing the next generation of full wholesalers.

Requirements

2 – 3+ years in asset management or advisor-facing roles (previous internal sales representative experience considered a strong asset)
Strong prospecting and relationship-building skills
Understanding of MFDA channel

Responsibilities

Own and execute the sales strategy for an assigned MFDA sub-region with full accountability for growth and retention
Deliver against net sales and AUM growth targets
Identify and convert new business opportunities
Develop and execute a territory business plan aligned with regional strategy
Act as the primary point of contact for assigned advisors and dealer branches
Build relationships through proactive outreach
Understand advisor needs and connect them to appropriate BMO GAM resources
Lead outbound prospecting to grow wallet share and activate new advisors
Build and manage a robust sales pipeline
Partner with wholesalers to align prospecting efforts
Partner with wholesalers to ensure coordinated coverage
Collaborate with specialist teams to deliver holistic solutions
Share market intelligence and advisor insights
Deliver product education and value positioning
Lead advisor meetings, presentations, and other forms of advisor outreach
Maintain accurate CRM records
Track progress against targets and adjust plans as needed