Talent.com
BMO
Associate Vice President, Advisor Sales, Global Asset ManagementBMO • Calgary, Alberta, Canada
Associate Vice President, Advisor Sales, Global Asset Management

Associate Vice President, Advisor Sales, Global Asset Management

BMO • Calgary, Alberta, Canada
17 days ago
Job type
  • Part-time
Job description
Application Deadline:

08/29/2026

Address:
525 8th Ave SW East Tower

Job Family Group:

Asset Mgmt Sales & Service

The Associate Vice President Wholesaler operates as a near-peer to the broader wholesaling team, with ownership of a semi-autonomous MFDA sub-region. The role is designed to accelerate growth by extending BMO GAM's reach into high-potential advisor segments, while developing the next generation of full wholesalers.

Primary Responsibilities

Territory Ownership & Sales Execution
  • Own and execute the sales strategy for an assigned MFDA sub-region with full accountability for growth and retention
  • Deliver against net sales and AUM growth targets
  • Identify and convert new business opportunities
  • Develop and execute a territory business plan aligned with regional strategy
Client Relationship Management
  • Act as the primary point of contact for assigned advisors and dealer branches
  • Build relationships through proactive outreach
  • Understand advisor needs and connect them to appropriate BMO GAM resources
Prospecting & Business Development
  • Lead outbound prospecting to grow wallet share and activate new advisors
  • Build and manage a robust sales pipeline
  • Partner with wholesalers to align prospecting efforts
Collaboration & Team Integration
  • Partner with wholesalers to ensure coordinated coverage
  • Collaborate with specialist teams to deliver holistic solutions
  • Share market intelligence and advisor insights
Client Education & Engagement
  • Deliver product education and value positioning
  • Lead advisor meetings, presentations, and other forms of advisor outreach

Operational Excellence
  • Maintain accurate CRM records
  • Track progress against targets and adjust plans as needed
What Success Looks Like
  • Demonstrates ownership mindset over assigned region
  • Consistently delivers against sales targets
  • Builds strong advisor relationships
Qualifications & Experience
  • 2 - 3+ years in asset management or advisor-facing roles (previous internal sales representative experience considered a strong asset)
  • Strong prospecting and relationship-building skills
  • Understanding of MFDA channel
Development Pathway
  • This role serves as a pipeline into full Wholesaler roles based on performance and readiness.
Salary :

$56,000.00 - $103,500.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Create a job alert for this search

Associate Vice President, Advisor Sales, Global Asset Management • Calgary, Alberta, Canada

Similar jobs

Fidelity Business Development Associate Position

Fidelity CanadaCalgary
Full-time

Elevate your career at Fidelity Canada as a Business Development Associate and embrace a hybrid working model.Your focus will be on building valuable partnerships and supporting sales initiatives.T... Show more

 • Promoted

Senior Associate in Capital Markets Advisory

PwC South AfricaCalgary
Full-time

Advance your career at PwC as a Senior Associate in Capital Markets Accounting Advisory Services.Engage in complex financial reporting and prospectus coordination for various transactions.In this r... Show more

 • Promoted

Strategic Growth & Transactions Associate

NorthbasefinanceCalgary, AB, CA
Full-time

A finance company in Calgary seeks a Corporate Development Associate to support its expanding platform.The role involves conducting industry research, evaluating transaction leads, and assisting wi... Show more

 • Promoted

Global Mobility Tax - Associate

Vialto PartnersCalgary, AB, CA
Full-time

Vialto is a market leader in global mobility services.Our purpose is to ‘Connect the world’.We are unique and the only stand-alone global mobility business.This presents a rare opportunity for our ... Show more

 • Promoted

Associate Vice President, Mga Distribution Strategy - C$131,124 - C$218,540 A Year

Sovereign InsuranceCalgary, Canada
Full-time

The AVP, MGA Distribution Strategy will develop and expand MGA partnerships, support growth objectives, and contribute to sales capabilities.The role requires experience in the insurance industry. Show more

 • Promoted

Remote Global M&A Director, Corporate Development

Descartes Systems GroupCalgary, AB, CA
Remote
Full-time

A leading logistics technology firm is seeking a Director of Corporate Development to drive their global M&A strategy.The role involves evaluating deal opportunities, leading due diligence, and pre... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing Solutionscalgary, ab, Canada
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Wealth Partnerships & Growth Lead

ClearEstateCalgary
Full-time

A leading estate planning firm in Calgary seeks a dedicated individual to drive client acquisition through strategic partnerships.You will build and nurture relationships with financial advisors an... Show more

 • Promoted

Associate Director, Sales

ICM Asset ManagementCalgary, Alberta, Canada
Full-time

Be among the first 25 applicants ICM Asset Management is an alternative asset manager focused on owning, operating and investing in real assets.We offer retail, private client and institutional Adv... Show more

 • Promoted

Head of Sales — Wealth Platforms (Canada & US)

Super AdvisorCalgary, AB, CA
Full-time

A leading wealth management platform is seeking a Head of Sales to drive pipeline growth and convert leads into agreements.This executive role requires 5+ years of sales experience in fintech or we... Show more

 • Promoted

Associate Investment Advisor

Richardson WealthCalgary
Full-time

Ave SW, Calgary, AB T2P 1G1, Canada Req #270.As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.With o... Show more

 • Promoted

Vice President, Client Relations & Business Development

KynetecCalgary, Alberta, Canada
Full-time +1

Vice President, Client Relations & Business Development.Vice President, Client Relations & Business Development.Get AI-powered advice on this job and more exclusive features.Direct message the job ... Show more

 • Promoted

Global Mobility Tax - Associate

VialtoCalgary, AB, CA
Full-time

Vialto Partners is a market leader in global mobility services.Our purpose is to ‘Connect the world’.We are unique and the only stand‑alone global mobility business.This presents a rare opportunity... Show more

 • Promoted

Wealth Associate

Canaccord Genuity Group Inc.Calgary, AB, CA
Permanent

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.CG ... Show more

 • Promoted

VP, Annual Giving & Volunteer Impact

crawfordconnectCalgary, AB, CA
Full-time

A national nonprofit organization is seeking a VP for Annual Giving & Volunteer Development to lead fundraising initiatives and manage volunteer hubs across Canada.The ideal candidate will have ext... Show more

 • Promoted

Wealth Advisor

RBC Dominion SecuritiesCalgary
Full-time

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm.We are committed to helping our clients build financial success through a personalized approach that d... Show more

 • Promoted

Vice President of Investment Sales Leadership

Dean GroupCalgary, AB, CA
Full-time

Join a prestigious investment management firm as Vice President of Institutional Sales in Calgary or Vancouver.This full-time, hybrid role emphasizes building impactful relationships and driving bu... Show more

 • Promoted

VP of Finance & Operations - Growth, Strategy & Remote Work

ThirdsailCalgary, AB, CA
Remote
Full-time

An investment holding company in Canada is seeking a Vice President of Finance & Operations.This role offers diverse responsibilities, from strategic finance to operational oversight, providing a c... Show more

 • Promoted

Vice President, Senior Broker & Technical Specialist – Financial Services Group

AonCalgary, Alberta, Canada
Full-time

Do you enjoy combining collaboration and technical expertise? Meeting with clients one day and deep diving into policy wording the next? Are you the person who likes dissecting policy language, deb... Show more

 • Promoted

Associate Director, Portfolio Management - $85,000 - $110,000 A Year

TravelersCalgary, Canada
Full-time

The Associate Director will manage Travelers portfolio investments, oversee performance, and assist with transactions and restructuring. Show more