Drive strategic sales initiatives as the Director of CDR Strategies at BMO Global Asset Management. This role targets Investment Advisors across Canada, focusing on growth and engagement.
With over 7 years of experience, you will utilize your relationship management expertise to lead the sales of BMO’s Canadian Depositary Receipts platform. Your role will include executing cutting-edge strategies and collaborating with teams to expand market reach and client satisfaction.
Key Responsibilities: • Develop and execute comprehensive advisor strategies • Foster strong relationships with Investment Advisors • Identify business development opportunities in the market • Lead strategic sales initiatives and advisor events • Provide feedback for product improvement and marketing
Requirements: • Minimum 7 years of relevant experience • Strong understanding of investment sales and client relations • Advanced communication and presentation skills • Ability to analyze market trends and client needs • Must be willing to travel across Canada
Lead the CDR initiative and enhance BMO's market position through your expertise.
📌 Director of CDR Strategies at BMO (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg
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