Elevate advisors' experiences at BMO Global Asset Management as part of the sales team. This Associate Vice President role focuses on driving sales growth and client relationships within a defined MFDA sub-region.
As a wholesaler at BMO GAM, you will harness 2-3 years of asset management experience to fuel growth and retention in your territory. You are expected to lead proactive outreach efforts while effectively positioning financial education and resources tailored to client needs. Your ability to partner with internal teams enhances integrated service delivery.
Key Responsibilities:
• Implement and oversee a tailored sales strategy
• Identify and capture new business opportunities
• Build relationships with advisors and dealer branches
• Drive client education and engagement through meetings
• Track performance and adapt strategies accordingly
Requirements:
• 2–3+ years in asset management or sales roles
• Solid skills in client relationship development
• Understanding of the MFDA channel required
• Proven sales execution and strategy understanding
• Internal sales experience beneficial
Drive your success in relationship management and sales strategy with BMO GAM.
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📌 Global Asset Management Sales Advisor Role (Alberta)
🏢 BMO
📍 Alberta