Internal Wholesaler, Etfs
7 months ago
885 West Georgia Street Vancouver British Columbia,V6C 3E8
**Internal Wholesaler, ETF**
Drives sales results for ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts the client first and supports their wholesaler in driving sales results across their region.
- Works with clients, prospects, internal stakeholders to build relationships and drive results.
- Proposes investments solutions to clients and makes recommendations based on an understanding of the client needs and market opportunities.
- Builds effective relationships with internal/external stakeholders.
- Works closely with partnered wholesaler, maintains consistent and clear communication at all times.
- 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.
- Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
- Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
- Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.
- Demonstrated self starter - proactively finds new ways to identify new clients, and convert prospects into new relationships.
- Comfortable managing multiple priorities and competing deadlines.
- Takes initiative when handling ad hoc tasks for clients.
- Demonstrates effective and timely use of the Salesforce/customer relationship management systems. Knowledge of Financial Services Cloud a plus
- Adheres to all compliance, regulatory, and legal guidelines.
- 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.
- Hybrid work arrangement expected - 4 days in the office minimum.
**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 Western Canada 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.
- Influence skills - In-depth.
**Compensation and Benefits**:
$44,500.00 - $82,500.00
**Pay Type**:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
**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.
-
Vice-president, Etf Business Development
7 months ago
Vancouver, Canada Scotiabank Full time**Requisition ID**: 191638 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...
-
Etf Strategist
1 month ago
Vancouver, Canada Fidelity Investments Full timeJob Description - _Role available in Vancouver or Calgary_ - _Current work authorization for Canada is required for all openings._ ETF Strategist Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and...
-
Internal Wholesaler
2 months ago
Vancouver, Canada iA Groupe financier iA Financial Group Full time**_Location:_**_ Vancouver _ **_Working Conditions:_**_ _**_Hybrid_**_ - _Working out of our office located in Vancouver _(_ _988 Broadway West_ )_ **_ Other:_**_ Occasional travel within Vancouver would be required as part of the role._ Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where...
-
Internal Wholesaler
7 months ago
Vancouver, Canada iA Groupe financier iA Financial Group Full time**_Location:_** Vancouver **_Working Conditions:_** **Hybrid** - Working out of our office located in Vancouver : 400-988 Broadway West Vancouver. **_Other:_** Occasional travel within Vancouver would be required as part of the role. Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where you will...
-
Internal Insurance Wholesaler
6 months ago
Vancouver, Canada Manulife Full timelocations- Vancouver, British Columbia- Alberta, Full Time Remote- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- JR24020552- Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos _collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives...
-
Internal Wholesaler Retail
7 months ago
Vancouver, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Wholesale Sales Manager
1 week ago
Vancouver, Canada Vegan Supply Full timeWe currently have a position available as a Wholesale Sales Manager with great room for growth. This is a full-time position and will require you to work out of our Chinatown location in Vancouver, BC. We are looking for a dynamic individual with an entrepreneurial spirit and an established record of performance with Managing a Sales Team. _This role would...
-
Regional Vice President
7 months ago
Vancouver, Canada AGF Management Limited Full timeWe currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Vice President (Wholesaler) based out of Vancouver. The Regional Vice President (Wholesaler) will be an energetic, motivated, and articulate team player who is excited to make an impact on AGF’s overall customer...
-
Avp, Internal Consultants Mgr
7 months ago
Vancouver, Canada Invesco Full timeAs one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...
-
Wholesale Underwriting Manager
6 months ago
Vancouver, Canada Cansure Full time**Introduction** Specialty Program Group Canada (SPGC) is a fast-paced insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada through our trade brands: Cansure, Beacon, i3 Underwriting, and Specialty Claims Canada. Our success as Canada’s largest MGA is based on our innovation,...
-
Inside Sales Representative
7 days ago
Vancouver, Canada Purpose Investments Full timeCompany Description **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose...
-
Inside Sales Representative
1 week ago
Vancouver, Canada Purpose Investments Full timeCompany Description **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose...
-
Wholesale Operations Project Specialist
7 months ago
Vancouver, Canada Arc'teryx Full time**Department**: Commercial - Wholesale **Reports to**: ** **Manager, Wholesale Operations **Location**:North Vancouver, B.C. **Your Opportunity at ARC’TERYX**: - As the Wholesale Operations Project Specialist, you will represent Arc’teryx business needs in our current systems and identify and implement additional software solutions as needed. In this...
-
Functional Consultant, Wholesale
2 weeks ago
North Vancouver, Canada Arc'teryx Full time**Department**: Information Systems (IS) **Reports to**:Product Manager - ERP Wholesale **Location**: North Vancouver, B.C. **Your Opportunity at ARC’TERYX**: Wholesale is a key business function within the day-to-day business in Arc’teryx and our industry. As an SAP S4 Functional Consultant you are a key part of a team that conducts the design and...
-
Territory Sales Assistant
7 months ago
Vancouver, Canada iA Groupe financier iA Financial Group Full timeHybrid / Vancouver / Contract - 12 months / Full-time_ Are you highly organized and enjoy working closely with others to manage schedules? Do you like communicating with others as well as doing reports? Are you looking to build a career in the financial industry, specifically sales? This could be the perfect opportunity for you! We are currently seeking a...
-
Manufacturing and Wholesale Underwriting Manager
7 months ago
Vancouver, Canada Cansure Full timeSpecialty Program Group Canada (SPGC) is a fast-paced insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada through our trade brands: Cansure, Beacon, i3 Underwriting, and Specialty Claims Canada. Our success as Canada’s largest MGA is based on our innovation, hospitality-level...
-
Business Development Manager
6 months ago
Vancouver, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Finance Intern
2 months ago
Vancouver, Canada Doman Building Materials Group Ltd Full time**Internal Audit / Finance Intern** **Vancouver** **Temporary Full-Time** **January 6, 2025 - August 29, 2025** **Reference Number: CAN-BC-NO-179-281024** Doman Building Materials Group Ltd. is proud to be a leading national wholesale distributor of building materials, lumber, treated wood, and home renovation products in Canada, West and South Central...
-
Content Management Analyst
1 day ago
Vancouver, Canada S&P Global Full time**Relationship Management** - Engage with existing data partners through regular relationship meetings and as a point person for any questions related to product functionality and usage; while CARM maintains the firm wide relationship Content Management will act as an extension of that team within our product suite. - Ensure that contacts for both account...
-
Business Development Representative
7 months ago
Vancouver, Canada Fidelity Investments Full timeJob Description About Us Established in 1987, Fidelity Investments Canada Inc. (FIC), provides Canadian investors with a full range of mutual funds, ETFs and alternative funds. Fidelity funds are available through a number of channels, including financial planners, investment dealers, banks and insurance companies. FIC manages over $198 billion (CAD) in...