Application Deadline:09/19/2026Address:100 King Street WestJob Family Group:Asset Mgmt Sales & ServiceWhat you'll be doingAs a Canadian Depositary Receipts (CDR) Specialist at BMO Global Asset Management (BMO GAM), you will be responsible for driving growth and adoption of BMO’s CDR platform across the Investment Advisor channel. Acting as the national subject matter expert for CDRs, you will work directly with Investment Advisors, collaborate closely with BMO GAM’s wholesaling team, and lead initiatives designed to increase awareness, engagement, and sales.Primary ResponsibilitiesCDR Sales Execution :Own and execute the sales strategy to grow BMO’s CDR business with Investment Advisors across Canada.Build and maintain strong relationships with Investment Advisors, Portfolio Managers, and key decision-makers.Work alongside our industry leading sales teams to identify and convert new business in wholesaling territories.Serve as the primary CDR subject matter expert for advisors, and wholesalers.Business Development and Sales StrategyDevelop and execute advisor engagement strategies designed to increase awareness, and usage of CDRs.Lead strategic sales initiatives, campaigns, and advisor eventsIdentify emerging trends, advisor needs, and market opportunities that can expand the CDR franchiseGather and communicate advisor feedback to inform product development and business strategy.Qualifications & Experience5+ years of experience in investment sales, wholesaling, business development,



or a related advisor-facing role.Proven track record of building relationships and generating sales.Solid understanding of equity markets, and foreign equity investing is an asset.Exceptional communication and presentation skills.Entrepreneurial mindset with the ability to identify opportunities and execute independently.Willingness to travel across Canada to support client meetings, and advisor events.Strengthens the firm's relationships with intermediaries, and drives continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs. Coordinates relationship management activities with Sales, Product Management, Marketing, Product Specialist, and other stakeholders. Provides input to product development.Assists marketing with new business opportunities; delivers presentations to potential clients.Proactively participates in finalist presentations.Generally covers large-sized and/or moderately complex clients, issues and relationships.Manages the profitability and pricing dynamics of existing relationships to ensure the retention of clients beyond the 5 year time frame and to understand profitability dynamics in relation to industry standards.Discusses process, portfolio construction risk management and issuer selection with existing clients.Provides written and oral reports to clients on performance of

📌 Director, Specialized Sales, Canadian Depository Receipts, Cdrs (Toronto)
🏢 Bank of Montreal
📍 Toronto