Associate, Internal Sales, Intermediary Distribution
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Application Deadline:
Address:
885 West Georgia StreetJob Family Group:
This is a one year contract however there is opportunity for this role to convert to full-time permanent employment with exceptional performance.
- Works with investment advisors prospects internal stakeholders to build relationships and drive results.
- Proposes solutions to investment advisors and makes recommendations based on an understanding of their needs and market opportunities.
- Builds effective relationships with internal/external stakeholders.
- Works closely with partnered wholesaler maintains consistent and clear communication at all times.
- Develops maintains and executes a business plan including sales strategies to achieve sales objectives and acquire new investment advisors.
- Participates in industry and intermediary events to grow presence in the marketplace.
- Demonstrated experience speaking to macro economic conditions financial markets and various investment vehicles.
- Organizes and arranges regular conference calls and presentations which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
- Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.
- Demonstrated self starter proactively finds new ways to identify new investment advisors and convert prospects into new relationships.
- Comfortable managing multiple priorities and competing deadlines.
- Takes initiative when handling ad hoc tasks for investment advisors.
- Demonstrates effective and timely use of the Salesforce/customer relationship management systems.
- Adheres to all compliance regulatory and legal guidelines.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify diagnose and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
- Hybrid work arrangement expected 4 days in the office minimum.
Qualifications:
- Completed Canadian Securities Course CIM or CFP certifications are strong assets
- Basic understanding of intermediary Advisory sales and the Investment market.
- Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with investment advisors.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Influence skills - In-depth.
Salary:
Pay Type:
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.
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.
Required Experience:
IC
Key Skills
- Internet Marketing
- Joomla
- Accountancy
- Attorney At Law
- Lighting
About Company
We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more
