Associate, Internal Sales, Intermediary Distribution

BMO U.S.

. Drive sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels .

Posted 9/21/2026full-timeToronto • CanadaJuniorMid-Level💰 CA$45,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales results for mutual fund and ETF products through effective relationship management with investment advisors and stakeholders. Proficient in utilizing Salesforce for customer relationship management while adhering to compliance and regulatory standards.

Highest-signal resume keywords

Sales Strategy DevelopmentInvestment Market KnowledgeSalesforce ProficiencyEffective Communication SkillsRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategyInvestment AdvisoryFinancial Market AnalysisSales ConversationsProblem Solving

Soft Skills

CollaborationInfluenceTime ManagementCreativity

Tools & Technologies

SalesforceCustomer Relationship Management Systems

Certifications & Qualifications

Canadian Securities CourseCIMCFP

Industry Keywords

Mutual FundETFAdvisory IntermediariesComplianceRegulatory Guidelines

About the role

Key responsibilities & impact

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 the wholesaler in driving regional sales results
Work with investment advisors, prospects, and internal stakeholders to build relationships and drive results
Propose solutions and make recommendations based on advisor needs and market opportunities
Build effective internal and external stakeholder relationships
Partner closely with the wholesaler with consistent, clear communication
Develop, maintain, and execute a business plan and sales strategies to achieve objectives and acquire new investment advisors
Participate in industry and intermediary events to grow marketplace presence
Organize and arrange conference calls and presentations independently or with portfolio managers to promote new strategies
Partner with team members on regional management and new opportunities
Identify new investment advisors and convert prospects into relationships
Handle multiple priorities, competing deadlines, and ad hoc advisor tasks
Use Salesforce/customer relationship management systems effectively and timely
Think creatively and propose new solutions
Exercise judgment to identify, diagnose, and solve problems within given rules
Work mostly independently
Perform broader work or accountabilities as assigned
Work a hybrid arrangement with a minimum of four days in the office

Requirements

What you’ll need

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
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth influence skills
Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles
Comfortable managing multiple priorities and competing deadlines
Demonstrated effective and timely use of Salesforce/customer relationship management systems
Adherence to all compliance, regulatory, and legal guidelines

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process