![BMO Financial Group](https://media.trabajo.org/img/noimg.jpg)
Inside Sales Wholesaler, Mutual Funds
2 weeks ago
885 West Georgia Street Vancouver British Columbia,V6C 3E8
A Toronto or Vancouver based role covering a successful Calgary region
Drives sales results for designated mutual fund suite of products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Provides input to new product development.
- Works with smaller clients, prospects, territories, issues and relationships.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
- Participates in industry and intermediary events to grow presence in the marketplace.
- Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
- Provides input to product development and marketing to grow the overall business.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance, and addresses any issues.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic 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 5 years of relevant work experiences in Inside Sales Wholesaling, Financial Planning, Personal Banking or Investment Specialists roles and post-secondary degree in related field of study or an equivalent combination of education and experiences.
- 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 the Calgary region is a strong asset.
- Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with Advisors internally or externally to BMO.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
**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.
-
Business Development Manager, Sales
4 weeks ago
Vancouver, Canada Lysander Funds Full timeJob Title: Business Development Manager, Sales - Company: Lysander Funds Limited - Location: Vancouver, BC - Sales Region: Alberta Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the...
-
Business Development Manager, Sales
1 day ago
Vancouver, Canada Lysander Funds Full timeJob Title: Business Development Manager, Sales - Company: Lysander Funds Limited - Location: Vancouver, BC - Sales Region: Alberta Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the...
-
Coordinator, Sales
3 weeks ago
Vancouver, Canada Lysander Funds Full timeJob Title: Coordinator, Sales - Company: Lysander Funds Limited - Location: Vancouver, BC Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their...
-
Business Development Manager, Sales
2 weeks ago
Vancouver, British Columbia, Canada Lysander Funds Full timeJob Title: Business Development Manager, Sales Company: Lysander Funds Limited Location: Vancouver, BC Sales Region: AlbertaLysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of...
-
Coordinator, Sales
2 weeks ago
Vancouver, British Columbia, Canada Lysander Funds Full timeJob Title: Coordinator, Sales Company: Lysander Funds Limited Location: Vancouver, BCLysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term...
-
Mutual Fund Analyst
2 weeks ago
Vancouver, Canada Aviso Wealth Full time**Aviso**: **The Opportunity**: We’re looking for a Mutual Fund Analyst to join the Operations Asset Management team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111...
-
Business Development Manager, Sales
1 day ago
Vancouver, Canada Lysander Funds Ltd. Full timeJob Title: Business Development Manager, SalesLysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an...
-
Business Development Manager, Sales
4 days ago
Vancouver, Canada Lysander Funds Ltd. Full timeJob Title: Business Development Manager, SalesLysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an...
-
Inside Sales Representative
4 weeks ago
Vancouver, Canada Scotiabank Full time**Requisition ID**: 197105 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...
-
Mutual Funds Associate
4 weeks ago
Vancouver, Canada Raymond James Financial Full time**Mutual Funds Associate** - 2301945 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...
-
Mutual Fund Analyst
2 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAviso:The Opportunity:We're looking for a Mutual Fund Analyst to join the Operations Asset Management team.Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St,...
-
Mutual Funds Associate
2 weeks ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeMutual Funds Associate - 2 Year Contract At Raymond James, __we __develop, __we __collaborate, __we __decide, __we __deliver, and __we __improve together_.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs._...
-
Mutual Funds Associate
3 weeks ago
Vancouver, Canada Raymond James Financial, Inc. Full time**Mutual Funds Associate** - 2401082 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...
-
Inside Wholesaler
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Mutual Fund Analyst
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Mutual Fund Administrator
1 week ago
Vancouver, Canada PI Financial Corp Full time**Mutual Fund Administrator - Vancouver****: PI Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Team Leader, Mutual Fund & GIC Settlements, the Mutual Fund Administrator will be...
-
Mutual Funds Administrator
2 weeks ago
Vancouver, British Columbia, Canada Odlum Brown Full timeThis year, Odlum Brown is proud to celebrate 100 years as an independent, employee-owned, full-service investmentfirm. We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada'sMost AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued teammembers, clients and...
-
Inside Wholesaler
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Associate, Sales
2 months ago
Vancouver, Canada Lysander Funds Full timeLysander Funds is an independent Investment Fund Manager with headquarters in Toronto and regional offices in Montreal and Vancouver. We offer investment products to financial advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and...
-
Mutual Fund Administrator
4 weeks ago
Vancouver, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** **What will you do?** - Process all Mutual Fund Transactions for individual, accredited and institutional investors - Verify that all proper paperwork is received and complete; also ensure that appropriate follow-up takes place for any outstanding issues - Ensure that all compliance and procedures are accurate -...