Internal Wholesaler, Etfs

3 weeks ago

Vancouver, British Columbia, Canada BMO Full time
Internal Wholesaler, ETF Job Title: Internal Wholesaler, ETF About the Role:

This is a dynamic and challenging role that requires a strong understanding of the investment market and the ability to build effective relationships with clients and internal stakeholders.

Key Responsibilities:
  • Drive sales results for ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels.
  • Work closely with clients, prospects, and internal stakeholders to build relationships and drive results.
  • Propose investment solutions to clients and make recommendations based on an understanding of their needs and market opportunities.
  • Develop and maintain a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
  • Participate in industry and intermediary events to grow presence in the marketplace.
  • Demonstrate expertise in speaking to macro economic conditions, financial markets, and various investment vehicles.
  • Organize and arrange regular conference calls and presentations to promote new strategies.
  • Partner with team members to encourage strategic region management and capitalize on new opportunities.
  • Take initiative to identify new clients and convert prospects into new relationships.
  • Manage multiple priorities and competing deadlines.
  • Use Salesforce/customer relationship management systems effectively and efficiently.
  • Adhere to all compliance, regulatory, and legal guidelines.
  • Think creatively and propose new solutions.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
Qualifications:
  • Typically 5 years of relevant work experience in Inside Sales Wholesaling, Financial Planning, Personal Banking, or Investment Specialists roles.
  • Post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Completed Canadian Securities Course, CIM, or CFP certifications are strong assets.
  • Basic understanding of intermediary Advisory sales and the Investment market.
  • Specialized knowledge from education and/or business experience in Western Canada is a strong asset.
  • Ability to conduct effective sales conversations on investment strategies and solutions over the phone with Advisors internally or externally to BMO.
  • Verbal and written communication skills.
  • Collaboration and team skills.
  • Influence skills.
Compensation:

The salary for this role is $82,500.00 per year, with a hybrid work arrangement expected – 4 days in the office minimum.

About BMO:

BMO Financial Group is a leading financial institution that is committed to an inclusive, equitable, and accessible workplace. We value diversity and believe that our differences are a strength that helps us grow and succeed.

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.

We strive to help our employees make an impact from day one – for themselves 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.

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