Elevate your sales career with BMO as an Internal Sales Intermediary. Drive results for mutual funds and ETFs while collaborating closely with investment advisors in a hybrid work environment.
BMO seeks a skilled Internal Sales Intermediary to drive sales for mutual fund and ETF products through advisory intermediaries. You'll engage with investment advisors and internal stakeholders to propose solutions that enhance sales results across your region. This position requires building strong relationships and executing strategic plans to acquire new advisors, all while maintaining compliance and using CRM tools effectively.
Key Responsibilities:
• Drive sales results for designated mutual fund and ETF products
• Propose solutions based on advisors’ needs
• Build relationships with internal and external stakeholders
• Collaborate with wholesalers for strategic communication
• Participate in industry events to grow market presence
Requirements:
• Completion of Can...