Elevate investment results at BMO as an Associate in Sales & Distribution. Engage with investment advisors and wholesaler partners to enhance sales strategies for mutual funds and ETFs in a hybrid work setting.
Your role includes building relationships with internal and external stakeholders while executing a comprehensive business plan tailored to sales objectives. You will also leverage your knowledge of market opportunities and economic conditions in regular communication and presentations. A focus on creating unique solutions and managing competing priorities is vital.
Key Responsibilities: • Engage investment advisors to drive mutual fund sales • Propose investment solutions based on industry insights • Maintain clear communication with wholesaler partners • Develop a strategic business plan to attract advisors • Conduct presentations to promote investment strategies