The Associate Vice President Wholesaler operates as a near-peer to the broader wholesaling team, with ownership of a semi-autonomous MFDA sub-region.

Territory

Ownership & Sales Execution Own and execute the sales strategy for an assigned MFDA sub-region with full accountability for growth and retention Deliver against net sales and AUM growth targets Identify and convert new business opportunities Develop and execute a territory business plan aligned with regional strategy Client Relationship Management Build relationships through proactive outreach Prospecting & Business Development Build and manage a robust sales pipeline Share market intelligence and advisor insights Lead advisor meetings, presentations, and other forms of advisor outreach Maintain accurate CRM records Consistently delivers against sales targets 2 – 3+ years in asset management or advisor-facing roles (previous internal sales representative experience considered a strong asset) ~ Strong prospecting and relationship-building skills ~ Development Pathway ~ This role serves as a pipeline into full Wholesaler roles based on performance and readiness. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.



BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Boldly

Grow the Valuable in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

📌 Associate Vice President, Advisor Sales, Global Asset Management (Calgary)
🏢 BMO
📍 Calgary