Hybrid Internal Sales Associate BMO

Drive sales success for mutual fund and ETF products at BMO as a Hybrid Internal Sales Associate. Focus on building relationships and providing tailored solutions to investment advisors.
As an Internal Sales Associate at BMO, you will collaborate with investment advisors and internal stakeholders to enhance sales strategies. This role emphasizes proactive engagement with clients, showcasing an understanding of market trends and investment opportunities. You will work closely with partnered wholesalers and communicate effectively to achieve targeted sales objectives.
Key Responsibilities:
• Build relationships with investment advisors and internal stakeholders
• Propose tailored solutions based on advisor needs
• Execute a business plan to drive sales growth
• Organize conference calls to promote new strategies
• Collaborate with team members to identify new opportunities
Requirements:
• Completed Canadian Securities Course or similar certifications
• In-de...