Join BMO as an Associate in Internal Sales, focusing on intermediary distribution in a hybrid workplace. Foster solid 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
Robust 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 setting.
📌 Bmo Associate, Internal Sales Intermediary Toronto
🏢 BMO
📍 Toronto