Elevate investment results at BMO as an Associate in Sales & Distribution. Engage with investment advisors and wholesaler partners to enhance sales strategies for mutual funds and ETFs in a hybrid work setting.
Your role includes building relationships with internal and external stakeholders while executing a comprehensive business plan tailored to sales objectives. You will also leverage your knowledge of market opportunities and economic conditions in regular communication and presentations. A focus on creating unique solutions and managing competing priorities is vital.
Key Responsibilities:
• Engage investment advisors to drive mutual fund sales
• Propose investment solutions based on industry insights
• Maintain clear communication with wholesaler partners
• Develop a strategic business plan to attract advisors
• Conduct presentations to promote investment strategies
Requirements:
• Canadian Securities Course, CIM, or CFP qualifications encouraged
• B...