BMO Investment Sales Intermediary

Join BMO as an Investment Sales Intermediary and engage with advisors to drive mutual fund and ETF sales. This hybrid role emphasizes building relationships and strategic sales planning.
As an Investment Sales Intermediary at BMO, you will work closely with investment advisors and internal teams to increase sales of mutual funds and ETFs. Your role involves developing effective sales strategies, nurturing relationships, and maintaining clear communication with partners. You will also manage a business plan that targets new investment advisors while adhering to compliance guidelines.
Key Responsibilities:
• Drive sales for mutual fund and ETF products
• Build relationships with investment advisors and stakeholders
• Develop and execute a strategic business plan
• Organize presentations to promote investment strategies
• Participate in intermediary events to expand reach
Requirements:
• Completion of Canadian Securities Course, CIM, or CFP certifications
• B...