Join BMO as an Associate in Internal Sales, focusing on intermediary distribution in a hybrid workplace. Foster robust relationships and drive sales results for mutual fund and ETF products.
In this position, you will be the liaison between investment advisors and internal stakeholders. Your role involves creating customized sales strategies, executing a solid business plan, and promoting investment solutions. You'll work with wholesalers and actively participate in relevant events to build the BMO brand.
Key Responsibilities:
• Drive sales for mutual funds and ETFs through intermediaries
• Build and maintain relationships with investment advisors
• Develop and execute effective sales strategies
• Coordinate presentations and conference calls
• Stay informed on market conditions and investment vehicles
Requirements:
• Completed Canadian Securities Course, CIM or CFP certifications
• Strong telephone sales abilities regarding investment strategies
• Excellent verbal and written communication skills
• Proven collaboration and influencing skills
• Familiar with Salesforce or CRM systems
Leverage your expertise in investment sales to thrive within BMO’s supportive environment.
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📌 BMO Associate, Internal Sales Intermediary (Ontario)
🏢 BMO
📍 Ontario