Associate, Distribution Support, Retail

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Success Profile

The ideal candidate is proactive, highly organized, process and service-oriented, and comfortable operating in a fast-paced sales environment while remaining flexible. They bring strong attention to detail, a collaborative mindset, and the ability to balance structured administrative work with hands-on, onsite support. They display superior time management skills including the ability to prioritize work and are resourceful - can make connections with multiple pieces of information to come to an informed and sound conclusion on how to proceed with a given project. Strong written and verbal communication skills are a requirement. Finally, they are result-oriented, having the ability to identify opportunities and contribute to continuous improvement. Preference will be given to candidates in Calgary or Toronto.

Role Summary:

This role is responsible for supporting the BMO Global Asset Management Canada Distribution group in the retail channel through the execution of sales enablement initiatives such as communications, events, content development and other value-add initiatives as well as in an administrative capacity. The successful candidate will identify, develop, and deliver initiatives that align with business priorities, enhance the client experience and ultimately enable sales. It ensures that sales teams understand and are engaged on key business initiatives and provides them with the information needed to achieve sales targets more effectively. This role is accountable to assist Sales Leaders, Vice President and Senior Associates in the execution and production of sales enablement and value-add initiatives.

Key Responsibilities

• Event and sponsorship management and execution: PM tours, client events, conferences. Leads and execute small salesperson led events up to 20 people.
• Project manage development of non-product related value add sales collateral including practice management content (ie. Linked In for prospecting, Estate planning, price of advice, tax planning & advice etc), sales newsletters etc.
• Partner closely with sales, events, and leadership teams to ensure smooth execution of key processes and initiatives and continuous improvement of sales support processes.
• Support onsite sales team needs at the office, including printing, shipping sales materials, managing physical collateral, and ensuring readiness for meetings and client engagements.
• Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
• Management of shared repositories (e.g. shared drives etc.)
• Act as back-up for key initiatives and others on team

Knowledge and Skills

Knowledge

• University degree
• 5-10 years of experience in financial services, or asset management industry
• Canadian Securities Course completion or equivalent mandatory
• Event planning and execution experience important
• Experience in content development is important
• Project Management experience an asset
• Knowledge of regulatory requirements and the investment industry an asset
• Inventory and content management experience an asset
• Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
• General understanding of investments and how sales driven firms operate
• 2-3 days per week in office

Skills

• Fast paced and ever-changing environment requires candidate to be adaptable and agile
• Team player with strong interpersonal skills and ability to build strong cross functional working relationships
• Detail-oriented and strong organizational skills
• Comfort with ambiguity
• Capable of multi-tasking, prioritizing, and managing tight timelines in a matrix structure
• Ability to navigate in a sales environment
• Strong communications planning and proven end-to-end project management/implementation skills
• Strong verbal and written communications skills - ability to communicate in a clear, compelling manner
• Able to proactively identify opportunities and recommend solutions
• Results-oriented approach - ability to set measurable targets and evaluate the success of initiatives.

Salary :

Pay Type:

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qual