Application Deadline:10/05/2026Address:250 Yonge StreetJob Family Group:Wealth Sales & Service#bmoinsuranceRole SummaryDrive sales growth for BMO Life Assurance's Segregated Funds and Annuities business through proactive outbound sales activity with MGAs, advisors, and brokers. This role is primarily focused on advisor acquisition, advisor engagement, lead generation, and sales pipeline development, while supporting Business Development Managers (BDMs) in achieving regional sales objectives.Key ResponsibilitiesConduct proactive outbound sales calls to MGAs, advisors, and brokers to generate new business opportunities and increase sales of Segregated Funds and Annuities.Identify, qualify, and develop net-new advisor relationships within assigned markets and distribution channels.Build and manage a sales pipeline through consistent prospecting, follow-up, and advisor engagement activities.Promote BMO Insurance Segregated Funds and Annuity solutions through phone-based sales campaigns, virtual meetings, and targeted business development initiatives.Provide product support, illustrations, quotations, competitive comparisons, and sales ideas to help advisors win business.Track advisor activity, sales opportunities, pipeline progression, and business results using CRM and reporting tools.Share advisor feedback, market intelligence, and competitive insights to support business growth and product development.Qualifications3+ years of experience in outbound sales, inside wholesaling, business development, or advisor-facing sales within financial services.Post-secondary degree or diploma in Business, Finance, Economics, Commerce, or a related field,



or an equivalent combination of education and experience.Strong knowledge of Segregated Funds, Annuities, retirement income solutions, and advisor distribution channels.Proven ability to generate leads, conduct high-volume sales outreach, and achieve sales targets.Strong prospecting, relationship management, and pipeline development skills.Life Insurance License (LLQP) an asset.CFP, CSC, IFIC, or related designation considered an asset.This job posting is for a current vacancy.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 Good 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 current 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. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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📌 Business Development Strategist (Part-Time) (Toronto)
🏢 BMO U.S.
📍 Toronto