Job Description
Join BMO Financial Group as an Internal Sales Intermediary focusing on relationship-building and sales strategies. This hybrid role emphasizes collaboration with investment advisors and internal stakeholders.
This position calls for a proactive individual who excels in asset management sales and service. You'll engage directly with investment advisors, utilizing your expertise to propose tailored investment solutions. Your ability to communicate effectively both verbally and in writing, paired with strong collaboration skills, will enhance our market presence and achieve sales objectives.
Key Responsibilities:
• Build relationships with investment advisors and prospects
• Propose customized solutions based on client needs
• Collaborate with wholesalers for effective communication
• Execute strategic business plans for sales goals
• Organize calls and presentations to promote strategies
Requirements:
• Completed Canadian Securities Course or related certificat...
This position calls for a proactive individual who excels in asset management sales and service. You'll engage directly with investment advisors, utilizing your expertise to propose tailored investment solutions. Your ability to communicate effectively both verbally and in writing, paired with strong collaboration skills, will enhance our market presence and achieve sales objectives.
Key Responsibilities:
• Build relationships with investment advisors and prospects
• Propose customized solutions based on client needs
• Collaborate with wholesalers for effective communication
• Execute strategic business plans for sales goals
• Organize calls and presentations to promote strategies
Requirements:
• Completed Canadian Securities Course or related certificat...