Director, Advisor Sales, Global Asset Management (Toronto)

Director, Advisor Sales, Global Asset Management (Toronto)

19 Apr
|
BMO
|
Toronto

19 Apr

BMO

Toronto

Drives sales results for designated products through non-affiliated or third‑party intermediaries or within BMO channels. Provides input to new product development.Develops and executes sales strategy to achieve the desired business results.Monitors sales results and provides coaching to achieve required business growth.Generally covers large‑sized and/or moderately complex clients, prospects, territories, issues and relationships.Builds and maintains strong relationships with intermediaries.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision‑making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Manages day‑to‑day operational tasks to ensure necessary compliance activities are complete according to established policies and procedures and mitigates risk appropriately.Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire current clients.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.Provides input to product development and marketing to grow the overall business.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Demonstrates effective and timely use of the customer relationship management system and expense reporting system.Adheres to all compliance, regulatory, and legal guidelines.Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the

📌 Director, Advisor Sales, Global Asset Management (Toronto)
🏢 BMO
📍 Toronto

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