Join BMO as a Canadian Depositary Receipts Specialist and become the national expert driving sales in the Investment Advisor channel. This role emphasizes building relationships and executing strategic initiatives.
You’ll leverage your background in investment sales to grow BMO’s CDR business. As the primary CDR expert, your mission will include enhancing advisor engagement while collaborating with sales teams. You'll be at the forefront of identifying market trends and improving the overall CDR strategy.
Key Responsibilities:
• Own the sales strategy to grow CDR adoption
• Maintain relationships with advisors and key market players
• Collaborate with teams to convert current business opportunities
• Lead campaigns to increase awareness of CDRs
• Communicate advisor insights for product strategy
Requirements:
• 5+ years experience in related advisory roles
• Proven sales and relationship management skills
• Knowledge of equity markets considered an asset
• Exceptional communication and analytical abilities
• Travel readiness across Canada for client meetings
Shape the future of CDRs with your strategic insights at BMO.
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📌 CDR Specialist at BMO Global Asset Management (Ontario)
🏢 Bank of Montreal
📍 Ontario
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