Sales Associate for BMO Investment Solutions
Bank of Montreal • calgary, Canada
Role Description
Drive sales success with BMO as a Sales Associate in Investment Solutions, focusing on mutual funds and ETFs. This hybrid role emphasizes building relationships with investment advisors to promote financial products.
In this role, you'll engage directly with advisors and internal stakeholders, crafting solutions based on their needs and market insights. Your proactive approach will help acquire new business and support sales strategies in a competitive market, facilitating valuable partnerships.
Key Responsibilities:
• Drive sales through non-affiliated Advisory intermediaries
• Propose solutions tailored to investment advisors' needs
• Arrange conference calls and presentations to showcase strategies
• Maintain thorough communication with wholesalers and partners
• Develop and execute business plans to meet sales goals
Requirements:
• Completed Canadian Securities Course, CIM, or CFP strongly preferred
• Sales proficiency in discussing investment strategi...
In this role, you'll engage directly with advisors and internal stakeholders, crafting solutions based on their needs and market insights. Your proactive approach will help acquire new business and support sales strategies in a competitive market, facilitating valuable partnerships.
Key Responsibilities:
• Drive sales through non-affiliated Advisory intermediaries
• Propose solutions tailored to investment advisors' needs
• Arrange conference calls and presentations to showcase strategies
• Maintain thorough communication with wholesalers and partners
• Develop and execute business plans to meet sales goals
Requirements:
• Completed Canadian Securities Course, CIM, or CFP strongly preferred
• Sales proficiency in discussing investment strategi...