Director, Advisor Sales, Global Asset Management

The Director, Regional Sales, Intermediary Distribution – otherwise known as a External Wholesaler – is responsible for, in cooperation with an Inside Sales Partner, selling BMO mutual funds, guaranteed investment funds, alternative investments and ETFs in an assigned geographic region to third-party financial advisors of all types (insurance licensed, MFDA, IIROC).

The Ideal Candidate:

Needs to be driven by success and the never-ending ambition to be number one in sales.

Should be and an exceptional communicator whether in 1:1 meetings, small groups, presentations, and with colleagues. Writing effective emails, conducting webinars, maintaining a dynamic presence in social media and general broadcasting will be important tools as well.

Must have first-rate relationship building skills

Will excel in cooperating with clients, prospects and their colleagues as well as with their Inside Sales partner, sales colleagues, BMO Specialists, Portfolio Managers, Strategists and Sales Leaders.

Needs to be very organized in setting successful routines.

They will need to demonstrate having created, updated and executed successful business plans.

Their organizational skills will also be paramount in managing a pipeline, a vast territory, effective meetings and communication.

Have several years of proven success working in the wholesale of financial products.

Have strong existing relationships with many of our clients and top prospects in the territory.

Have a reputation as a valuable partner to investment advisors. As a partner, the candidate will require, at the very least, knowledge of BMO’s products, the competitive landscape, macro economic trends and value-adding ideas for advisors to use.

Have the knowledge, innovative nature and insight to aid in new product and programme developments that satisfy evolving client needs.

Strong Assets

Experience in the wholesale of financial products and the consequent previous experience of effectively managing a sales territory

University degree in a related field

Industry certifications such as CSC, CIM, CFP, PFP, FCSI, CFA, CAIA, …

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.

Generally assigned small to mid-sized clients, prospects, territories, issues and relationships.

Builds and maintains strong relationships with intermediaries.

Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

Builds effective relationships with internal/external stakeholders.

Ensures alignment between stakeholders.

Provides input into the planning and implementation of operational programs.

Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.

Participates in industry and intermediary events to grow presence in the marketplace.

Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.

Provides input to product development and marketing to grow the overall business.

Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.

Monitors and tracks performance, and addresses any issues.

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

Helps determine business priorities and best sequence for execution of business/group strategy.

Conducts independent analysis and assessment to resolve strategic issues.

Demonstrates effective and timely use of the customer relationship management system and expense reporting system.

Adheres to all compliance, regulatory, and legal guidelines.

Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

Provides specialized consulting, analytical and technical support.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works independently and regularly handles non-routine situations.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Advanced understanding of intermediary sales. Growing understanding of the market.

Deep knowledge and technical proficiency gained through extensive education and business experience.

Verbal & written communication skills - In-depth.

Collaboration & team skills - In-depth.

Analytical and problem solving skills - In-depth.

Influence skills - In-depth.

Data driven decision making - In-depth.

Salary $69,000.00 - $129,000.00

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.

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