Associate, Internal Sales, Intermediary Distribution
BMO US(1 month ago)
About this role
Drives sales results for BMO’s mutual fund and ETF products through advisory intermediaries and internal advisory channels, serving as a primary contact for investment advisors and supporting partnered wholesalers. The role focuses on growing market presence, executing business plans, and representing BMO at industry and intermediary events.
Required Skills
- Sales
- Relationship Building
- Business Planning
- Communication
- Collaboration
- Influence
- Salesforce
- Investment Knowledge
- Presentation
- Prospecting
Qualifications
- Canadian Securities Course
- CIM
- CFP
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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