Associate, Distribution Support, Retail

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Success Profile

The ideal candidate is proactive highly organized process and service-oriented and comfortable operating in a fast-paced sales environment while remaining flexible. They bring strong attention to detail a collaborative mindset and the ability to balance structured administrative work with hands-on onsite support. They display superior time management skills including the ability to prioritize work and are resourceful - can make connections with multiple pieces of information to come to an informed and sound conclusion on how to proceed with a given project. Strong written and verbal communication skills are a requirement. Finally they are result-oriented having the ability to identify opportunities and contribute to continuous improvement. Preference will be given to candidates in Calgary or Toronto.

Role Summary:

This role is responsible for supporting the BMO Global Asset Management Canada Distribution group in the retail channel through the execution of sales enablement initiatives such as communications events content development and other value-add initiatives as well as in an administrative capacity. The successful candidate will identify develop and deliver initiatives that align with business priorities enhance the client experience and ultimately enable sales. It ensures that sales teams understand and are engaged on key business initiatives and provides them with the information needed to achieve sales targets more effectively. This role is accountable to assist Sales Leaders Vice President and Senior Associates in the execution and production of sales enablement and value-add initiatives.

Key Responsibilities

• Event and sponsorship management and execution: PM tours client events conferences. Leads and execute small salesperson led events up to 20 people.
• Project manage development of non-product related value add sales collateral including practice management content (ie. Linked In for prospecting Estate planning price of advice tax planning & advice etc) sales newsletters etc.
• Partner closely with sales events and leadership teams to ensure smooth execution of key processes and initiatives and continuous improvement of sales support processes.
• Support onsite sales team needs at the office including printing shipping sales materials managing physical collateral and ensuring readiness for meetings and client engagements.
• Coordinate sales materials promotional items and logistics for small meetings internal initiatives and advisor-facing engagements.
• Management of shared repositories (e.g. shared drives etc.)
• Act as back-up for key initiatives and others on team

Knowledge and Skills

Knowledge

• University degree
• 5-10 years of experience in financial services or asset management industry
• Canadian Securities Course completion or equivalent mandatory
• Event planning and execution experience important
• Experience in content development is important
• Project Management experience an asset
• Knowledge of regulatory requirements and the investment industry an asset
• Inventory and content management experience an asset
• Strong proficiency with Microsoft tools including CoPilot Outlook Teams Word Excel and PowerPoint.
• General understanding of investments and how sales driven firms operate
• 2-3 days per week in office

Skills

• Fast paced and ever-changing environment requires candidate to be adaptable and agile
• Team player with strong interpersonal skills and ability to build strong cross functional working relationships
• Detail-oriented and strong organizational skills
• Comfort with ambiguity
• Capable of multi-tasking prioritizing and managing tight timelines in a matrix structure
• Ability to navigate in a sales environment
• Strong communications planning and proven end-to-end project management/implementation skills
• Strong verbal and written communications skills - ability to communicate in a clear compelling manner
• Able to proactively identify opportunities and recommend solutions
• Results-oriented approach - ability to set measurable targets and evaluate the success of initiatives.

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups 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. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: 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.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.