Join BMO Global Asset Management as a CDR Specialist, focusing on enhancing platform adoption among Investment Advisors. Leverage solid relationship-building skills to drive CDR sales.

In this national role, you will be pivotal in executing sales strategies and developing engagement plans specifically for the CDR platform. Your responsibilities include identifying market trends and areas of opportunity to boost the CDR franchise while collaborating with BMO’s sales teams. Your expertise and insights will help drive awareness and advisor engagement.

Key Responsibilities:
• Develop strategies for advisor engagement on CDRs
• Lead strategic initiatives and advisor-focused events
• Analyze trends and advisor needs to expand offerings




• Collaborate closely with wholesalers and sales teams
• Gather feedback to guide product development

Requirements:
• 5+ years in investment sales or wholesaling
• Proven sales and relationship management track record
• Strong knowledge of equity markets
• Excellent communication and influencing skills
• Willingness to travel for advisor engagements

Bring your passion for sales and relationship management to BMO and enhance the investment advisor experience with CDRs.
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📌 CDR Specialist at BMO Global Asset Management (Ontario)
🏢 BMO
📍 Ontario