Location
calgary
Job Type
Full-time
Posted
July 04, 2026
Job Description
Drive your sales career forward with BMO Advisory as a Sales Intermediary. Focus on mutual funds and ETFs and enhance client relationships through a hybrid work model.
BMO is on the lookout for a dedicated Sales Intermediary to boost mutual fund and ETF sales within the advisory landscape. This role involves proactive engagement with investment advisors, building solid relationships, and developing comprehensive sales strategies. Your effective use of CRM tools along with compliance adherence will be crucial in this self-starting position.
Key Responsibilities:
• Build and maintain relationships with investment advisors
• Propose tailored solutions to meet advisor needs
• Collaborate with internal teams and wholesalers
• Execute a business plan to achieve sales goals
• Organize calls and presentations with portfolio managers
Requirements:
• Canadian Securities Course, CIM, or CFP certification preferred
• ...
BMO is on the lookout for a dedicated Sales Intermediary to boost mutual fund and ETF sales within the advisory landscape. This role involves proactive engagement with investment advisors, building solid relationships, and developing comprehensive sales strategies. Your effective use of CRM tools along with compliance adherence will be crucial in this self-starting position.
Key Responsibilities:
• Build and maintain relationships with investment advisors
• Propose tailored solutions to meet advisor needs
• Collaborate with internal teams and wholesalers
• Execute a business plan to achieve sales goals
• Organize calls and presentations with portfolio managers
Requirements:
• Canadian Securities Course, CIM, or CFP certification preferred
• ...