Associate, Internal Sales, Intermediary Distribution

Job Responsibilities

Drive sales results for designated mutual fund/ETF products through non-affiliated or third‑party Advisory intermediaries and within BMO Advisory channels. Put investment advisors first and support their wholesaler in driving sales results across their region.

• Work with investment advisors, prospects, and internal stakeholders to build relationships and drive results.
• Propose solutions and make recommendations based on an understanding of advisors’ needs and market opportunities.
• Build effective relationships with internal and external stakeholders.
• Collaborate closely with partnered wholesaler, maintaining consistent and clear communication at all times.
• Develop, maintain, and execute a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors.
• Participate in industry and intermediary events to grow presen...