VIRTUAL51 - REMOTE/TELETRAVAIL - AB - NBS Ventes et service, Gestion de patrimoine #Drives sales growth and market share for BMO Insurance Wealth Products, including Segregated Funds and Annuities, within the Managing General Agency (MGA) channel. Builds and strengthens relationships with advisors, MGAs, and distribution partners to increase product adoption, generate new business opportunities, and achieve regional sales objectives. Develops and executes a territory business plan to achieve sales, asset growth, and advisor engagement objectives within the MGA market.

Identifies and develops current business opportunities through prospecting, business development activities, and relationship management. Provides consultative sales support, helping advisors position wealth products within retirement, estate, and wealth accumulation strategies. Delivers product expertise, competitive intelligence, sales ideas, and market insights to support advisor growth and client outcomes.

Collaborates with internal partners across Marketing, Product, Operations, and Client Service to enhance advisor experience and support business growth. Monitors sales activity, market trends, and competitor developments, using insights to identify opportunities and inform business strategy. Produces territory and sales reports, manages pipeline activity, and supports the achievement of regional and national business objectives.

Exercises sound judgment and applies BMO's Risk Management Framework in all business activities. 5+ years of business development, wholesaling, or sales experience in wealth management, insurance, asset management, or financial services. ~ Strong knowledge of Segregated Funds, Annuities, retirement income, and wealth accumulation solutions.



~ Proven ability to build advisor relationships and grow sales within the MGA, independent advisor, and wealth distribution channels. ~ Demonstrated success developing business opportunities, managing a territory, and achieving sales targets. ~ Strong presentation, relationship management, and consultative selling skills. ~ Ability to analyze sales data and market trends to identify growth opportunities and drive results. ~ Post-secondary degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience. ~ CFP, CIM, CLU, CFA, PFP, RRC, or similar industry designation considered an asset. Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement.

Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens.

Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

📌 Business development manager - wealth products (alberta/saskatchewan) (Ottawa)
🏢 BMO Financial Group
📍 Ottawa