Associate, Institutional Sales and Service

1 week ago

Toronto, Ontario, Canada BMO Financial Group Full time
100 King Street West Toronto Ontario,M5X 1A1

This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.


BMO Global Asset Management (GAM) provides investment management services to institutional, retail and high net worth investors, offering a wide range of innovative, client-focused solutions and strategies to help clients meet their investment objectives.


GAM offers a comprehensive suite of innovative Mutual Funds and Exchange Traded Funds (ETFs) delivered by investment specialist teams operating within a collaborative culture.

Our innovative and award-winning ETF franchise has led the Canadian industry in net new assets for 11 years in a row with over 100 strategies and more than 25% of market share in Canada.


The Associate, Institutional Sales and Service strengthens the firm's relationships with existing accounts, and drives continuous service improvements with the ultimate focus on business retention.

Includes institutional third-party relationship management and retention of these clients, and to seek out opportunities to grow these relationships through the introduction of new strategies.

Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs. Coordinates relationship management activities with Sales, Product Management, Marketing, Product Specialist, and other stakeholders. Provides input to product development.

  • Works under direct supervision to support smaller and/or less client clients, issues and relationships.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders and ensures alignment.
  • Analyzes data and information to provide insights and recommendations.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Provides input into the planning and implementation of operational programs.
  • Develops, maintains and executes a business plan, including relationship management strategies, to achieve retention objectives.
  • Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
  • Develops and executes proactive, creative, and ongoing contact initiatives to identify and satisfy client needs.
  • Prepare client and market summaries as required.
  • Participates in industry and prospect events to grow presence in the marketplace.
  • Provides input to product development and marketing to grow the overall business.
  • Provide timely responses to all client questions and issues.
  • Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
  • Adheres to all compliance, regulatory, and legal guidelines.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 5 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
  • Growing understanding of relationship management and the market.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills
  • Indepth.
  • Collaboration & team skills
  • Indepth.
  • Analytical and problemsolving skills
  • Indepth.


 Influence skills
  • Indepth.

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.


As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

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