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Internal Wholesaler, Mutual Funds - BMO Global Asset Management

Posted 5 days ago

Job Description

Application Deadline:


885 West Georgia Street

Job Family Group:

Asset Mgmt Sales & Service

Job Description: Inside Sales, Mutual Funds

Drives sales results for designated mutual fund suite of products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts the client first and supports their wholesaler in driving sales results across their region.

  • Works with clients, prospects, internal stakeholders to build relationships and drive results.
  • Proposes investments solutions to clients and makes recommendations based on an understanding of the client needs and market opportunities.
  • Builds effective relationships with internal/external stakeholders.
  • Works closely with partnered wholesaler, maintains consistent and clear communication at all times.
  • Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
  • Participates in industry and intermediary events to grow presence in the marketplace.
  • Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
  • Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
  • Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.
  • Demonstrated self starter - proactively finds new ways to identify new clients, and convert prospects into new relationships.
  • Comfortable managing multiple priorities and competing deadlines.
  • Takes initiative when handling ad hoc tasks for clients.
  • Demonstrates effective and timely use of the Salesforce/customer relationship management systems.
    • Knowledge of Financial Services Cloud a plus
  • Adheres to all compliance, regulatory, and legal guidelines.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.
  • Hybrid work arrangement expected - 4 days in the office minimum.

  • Typically 5 years of relevant work experiences in Inside Sales Wholesaling, Financial Planning, Personal Banking or Investment Specialists roles and post-secondary degree in related field of study or an equivalent combination of education and experiences.
  • 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 the Western Canada region is a strong asset.
  • Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with Advisors internally or externally to BMO.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Influence skills - In-depth.
Salary :

$44,500.00 - $82,500.00

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 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:

We're here to help

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 .

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.

About BMO

THERE’S NEVER BEEN A BETTER TIME TO BE PART OF BMO. We’ve set our sights on being the bank that defines great customer experience. Our customers’ needs are changing and so are we. Everyone who works here has a role to play in making a difference for our customers. Every day. It’s an amazing feeling when you know you’re making a customer’s life better, and you can do it at BMO – whether you’re imagining a new product, designing a customer experience, streamlining an application, launching a marketing campaign or just being there in a very human way with the right answer.


Banking & Finance

Company Size

10,000+ employees

Application closing date is 2024-09-06

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