Associate, Internal Sales, Intermediary Distribution
Core
Drives sales results for mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels.
Role type
Associate, Internal Sales, Intermediary Distribution
Builds
Mutual fund and ETF products for investment advisors
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
sales strategies, relationship building, investment strategy presentation, macroeconomic analysis, Salesforce proficiency, business plan execution
Preferred skills
Canadian Securities Course (CSC), Chartered Investment Manager (CIM), Certified Financial Planner (CFP)
Technologies
Salesforce
Responsibilities
Propose solutions to investment advisors based on their needs and market opportunities, develop and execute business plans to acquire new investment advisors, organize conference calls and presentations to promote new strategies, participate in industry events to grow marketplace presence
Seniority
Associate, entry-level to mid-level IC