Business Development Manager – Wealth Products

BMO U.S.

. Drive sales growth and market share for BMO Insurance Wealth Products, including Segregated Funds and Annuities, within the Managing General Agency (MGA) channel .

Posted 9/21/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$50,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales growth and market share for Wealth Products, with a strong focus on building relationships within the Managing General Agency channel. Proficient in consultative selling, business development, and analyzing market trends to inform strategic decisions.

Highest-signal resume keywords

Business Development ExperienceWealth Management KnowledgeRelationship Management SkillsSales Target AchievementLLQP Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Segregated Funds KnowledgeAnnuities KnowledgeSales Data AnalysisMarket Trend AnalysisConsultative Selling

Soft Skills

Presentation SkillsRelationship BuildingCommunication Skills

Certifications & Qualifications

LLQP DesignationCFPCIMCLUCFAPFPRRC

Industry Keywords

Wealth ManagementInsuranceAsset ManagementFinancial ServicesMGA ChannelAdvisor EngagementRisk Management FrameworkCanadian Wealth Distribution ChannelsCIRO-Regulated Environments

About the role

Key responsibilities & impact

Drive sales growth and market share for BMO Insurance Wealth Products, including Segregated Funds and Annuities, within the Managing General Agency (MGA) channel
Develop and execute a territory business plan to achieve sales, asset growth, and advisor engagement objectives within the MGA market
Build and maintain relationships with MGAs, advisors, and key distribution partners
Identify and develop new business opportunities through prospecting, business development activities, and relationship management
Conduct advisor meetings, presentations, workshops, and industry events to promote wealth products and related solutions
Provide consultative sales support to help advisors position wealth products within retirement, estate, and wealth accumulation strategies
Deliver product expertise, competitive intelligence, sales ideas, and market insights
Collaborate with Marketing, Product, Operations, and Client Service partners
Monitor sales activity, market trends, and competitor developments to identify opportunities and inform business strategy
Act as the voice of the advisor by providing feedback on products, processes, technology, and service enhancements
Produce territory and sales reports, manage pipeline activity, and support regional and national business objectives
Apply BMO's Risk Management Framework in all business activities

Requirements

What you’ll need

5+ years of business development, wholesaling, or sales experience in wealth management, insurance, asset management, or financial services
Strong knowledge of Segregated Funds, Annuities, retirement income, and wealth accumulation solutions
Proven ability to build advisor relationships and grow sales within the MGA, independent advisor, and wealth distribution channels
Demonstrated success developing business opportunities, managing a territory, and achieving sales targets
Strong presentation, relationship management, and consultative selling skills
Ability to analyze sales data and market trends to identify growth opportunities and drive results
Knowledge of Canadian wealth distribution channels and CIRO-regulated advisor environments
Post-secondary degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
LLQP designation required
CFP, CIM, CLU, CFA, PFP, RRC, or similar industry designation considered an asset

Benefits

Comp & perks

Commission structure may apply
Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accessible workplace accommodations