Associate, Internal Sales, Global Asset Management
BMO US(20 days ago)
About this role
This role involves driving sales for mutual fund and ETF products by building relationships with investment advisors. The position emphasizes understanding client needs, proposing tailored solutions, and collaborating with internal teams to achieve business objectives. It requires proactive engagement and effective communication within a hybrid work environment.
Required Skills
- Sales
- Relationship Management
- Financial Markets
- Investment Strategies
- Client Communication
- CRM
- Negotiation
- Market Analysis
- Financial Products
- Team Collaboration
Qualifications
- Canadian Securities Course
- CIM
- IFP
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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