Associate, Internal Sales, Intermediary Distribution

BMO U.S.

Associate driving sales results for mutual fund/ETF products through Advisory intermediaries. Building relationships with investment advisors and executing business plans to achieve sales objectives in Canada.

Posted 4/23/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$45,500 - CA$84,500 per yearWebsite

About the role

Key responsibilities & impact

Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries
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 investment advisors
Organizes and arranges regular conference calls and presentations to promote new strategies
Adheres to all compliance, regulatory, and legal guidelines

Requirements

What you’ll need

Completed Canadian Securities Course, CIM or CFP certifications are strong assets
Basic understanding of intermediary Advisory sales and the Investment market
Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with investment advisors
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Influence skills - In-depth

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales strategiesbusiness plan developmentinvestment strategiessales conversations

Soft Skills

verbal communicationwritten communicationcollaborationteam skillsinfluence skills

Certifications

Canadian Securities CourseCIMCFP