Director, Advisor Sales, External Distribution, GAM
BMO US(1 month ago)
About this role
The Director, Advisor Sales, External Distribution (Wholesaler) is a senior sales leader responsible for representing BMO’s investment products—including ETFs, mutual funds, guaranteed investment funds, alternative investments and CDRs—to third-party financial advisors within an assigned geographic territory. The role partners with an Inside Sales colleague and internal specialists to grow distribution, strengthen advisor relationships and support product adoption across the region.
Required Skills
- Wholesale Sales
- Relationship Building
- Communication
- Presentation Skills
- Social Media
- Business Planning
- Pipeline Management
- Territory Management
- Product Knowledge
- Compliance
Qualifications
- University Degree
- CSC
- CIM
- CFP
- PFP
- FCSI
- CFA
- CAIA
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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