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Wholesale Account Manager
2 months ago
We are seeking a highly motivated and experienced Internal Sales Representative to join our team at BMO. As an Internal Sales Representative, you will be responsible for driving sales results for our ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels.
Key Responsibilities- Build and maintain relationships with clients, prospects, and internal stakeholders to drive sales results.
- Develop and propose investment solutions to clients and make recommendations based on an understanding of their needs and market opportunities.
- Collaborate with internal and external stakeholders to achieve sales objectives and acquire new clients.
- Develop and execute 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.
- 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.
- Typically 5 years of relevant work experience in Inside Sales Wholesaling, Financial Planning, Personal Banking, or Investment Specialists roles and a 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.
We offer a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable, and accessible workplace and strive to help our employees grow and make an impact.
