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Want to build a career where investments, relationships and sales come together? 

 We're looking for ambitious, commercially minded people who want to build a career in wealth management particularly in investment sales and asset management. 

This is not a passive sales role. 

As an Inside Wholesaler, you'll help grow a territory by building relationships with investment advisors, uncovering opportunities, prospecting for new business and bringing investment ideas to clients. You'll work in partnership with a Wholesaler to turn market insight, investment knowledge and great conversations into results. 

If you're energized by targets, motivated by winning business, enamored by financial markets and serious about building a career in investment sales, we want to meet you. 

What You'll Do 

Your main goal is driving sales while also acting as part investment resource and part territory strategist. 

• Drive growth. Prospect for new relationships, uncover opportunities and help turn conversations into new business. Help promote new initiatives and events.  

• Build advisor relationships. Develop trusted relationships with investment advisors and earn their trust  

• Own the territory. Partner with your Wholesaler to develop and execute a focused territory business plan. 

• Talk investments. Translate what's happening in markets into relevant conversations about investment strategies and solutions. 

• Create opportunities. Don't wait for the phone to ring. Proactively identify advisors, opportunities and moments where BMO GAM can add value. 

• Position solutions. Understand advisor needs and connect them with relevant mutual fund, ETF and investment solutions. 

• Present with confidence. Lead calls, virtual meetings and presentations, independently and alongside investment professionals. 

• Build pipeline discipline. Use Salesforce and data to manage relationships, prioritize activity and move opportunities forward. 

• Work as one team. Collaborate across Sales, Investments, Product, Marketing and other partners to deliver a great advisor experience. 

• Keep learning. Build deeper expertise across markets, investments, portfolio construction and professional selling. 

Who We're Looking For 

 We're looking for someone with drive, passion for financial markets, curiosity and sales instinct. 

Someone who: 

• Loves the challenge of winning new business. 

• Is comfortable picking up the phone and starting a conversation. 

• Is naturally curious about markets, investing and what's happening in the world. 

• Can take complex investment concepts and make them relevant to a client. 

• Builds relationships quickly and authentically. 

• Is competitive, resilient and motivated by measurable goals. 

• Takes coaching seriously and wants to get better. 

• Creates opportunities rather than waiting for them. 

• Thrives in a fast-moving, collaborative sales environment. 

• Wants to build a long-term career in asset management and investment distribution. 

Qualifications 

 We're especially interested in candidates who bring: 

• Experience in sales, business development, financial services, banking, investment sales, financial planning or another relationship-driven environment. 

• A post-secondary degree/diploma or equivalent combination of education and experience. 

• Self-driven student of the financial markets, everyday you wake up and are excited about market happenings 

• Exceptional verbal communication, relationship-building and influencing skills. 

• The confidence to proactively conduct sales conversations with investment professionals. 

• Canadian Securities Course (CSC) completed or in progress. 

• CIM/CFA designation or progress toward the designation considered a strong asset. 

Why This Role?Because Inside Sales is one of the best places to build an investment sales career. 

You'll develop three things that are difficult to learn from a textbook: 

• Sales craft. 
  Prospecting, discovery, objection handling, relationship development and closing. 

• Investment fluency. 
  Markets, products, portfolio construction and how investment solutions solve real advisor and client needs. 

• Territory ownership. 
  Learning how to prioritize opportunities, build a pipeline and grow a book of business.

Ideal Candidate: 

• Sales-centric, wanting a career long-term in financial services sales  

• Working at another asset manager and/or investment advisory firm 

• CSC completed or in progress 

• Pursuit of CIM and/or CFA 

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.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.