Director, Institutional Sales – Service
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Vancouver • Canada
Visit company websiteExplore more
Salary
💰 CA$89,700 - CA$167,700 per year
Job Level
About the role
- Develop and maintain relationships with institutional clients and prospects across Western Canada.
- Provide ongoing relationship management including investment updates, portfolio reviews, and client education sessions.
- Support client onboarding and ensure a high standard of ongoing service.
- Engage respectfully with Indigenous communities and organizations to understand priorities and values.
- Identify and pursue new institutional opportunities across Western Canada.
- Participate in business development initiatives including client meetings and presentations.
- Develop and maintain relationships with investment consultants and other professional advisors.
Requirements
- Undergraduate degree in finance, economics, business, or a related field.
- CFA Charterholder or CIM designation preferred.
- Must be eligible to obtain Exempt Market Dealer (EMD) licensing.
- Minimum 7–10 years of experience in institutional asset management, institutional business development, or investment advisory.
- Strong understanding of institutional investment strategies, asset allocation, and portfolio construction.
- Experience working with institutional investors such as pension plans, foundations, and family offices is an asset.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
institutional asset managementinvestment advisoryportfolio constructionasset allocationinstitutional investment strategies
Soft Skills
relationship managementclient educationbusiness developmentcommunicationengagement with Indigenous communities
Certifications
CFA CharterholderCIM designationExempt Market Dealer (EMD) licensing