Business Development Manager - Wealth products (Alberta/Saskatchewan)
Core
Drives sales growth and market share for BMO Insurance Wealth Products (Segregated Funds and Annuities) within the Managing General Agency (MGA) channel.
Role type
Business Development Manager (Wealth Sales)
Builds
Segregated Funds and Annuities products for MGAs, advisors, and distribution partners
Domain
Canadian Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Business development, wholesaling, consultative selling, relationship management, territory management, sales target achievement, market trend analysis, CIRO-regulated advisor environment knowledge
Preferred skills
CFP, CIM, CLU, CFA, PFP, RRC designations
Technologies
None stated
Responsibilities
Develop and execute territory business plans, build relationships with MGAs and advisors, prospect new business opportunities, conduct advisor presentations and workshops, provide consultative sales support, collaborate with internal partners, monitor sales activity and market trends, produce sales reports
Seniority
Mid-Senior, hands-on IC