Vice President,Group Investment Plans,GAM Job Calgary area,Alberta Canada,Sales

Position: Vice President, Group Investment Plans, BMO GAM

Final date to receive applications:

04/25/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Asset Mgmt Sales & Service

The role is responsible for providing regional delivery of group investment/workplace savings sales and sales support, through the P&BB, Commercial, and digital channels.
The position manages group investment/workplace savings prospects, sales and on boarding.
The role is accountable for ongoing sales effectiveness of GAM’s group investment/workplace savings initiatives.

The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network, business banking, and commercial segment to drive awareness and group sales.

Key Areas of Accountability

A. Business Development

B. Relationship Management

C. Planning

Accountabilities

A. Business Development

Provide ongoing sales and support to Plan Sponsors and prospects for Group Investment Solutions.

Provide product specific training and support to the P&BB sales forces (Financial Planners, Business Bankers, and Commercial Relationship Managers) to build an understanding and confidence in the group investment/workplace savings offer and a better understanding of the competitive environment

Act as the point person representing GAM at national and local market events to raise the profile of GAM’s group investment/workplace savings product

Identify gaps, issues, and best practices by monitoring sales and service activity levels against national and divisional plans

Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&BB salesforces and group investment/workplace savings prospects

Work with GAM’s product, sales support and strategy teams to ensure all sales tools and training materials are leading edge

B. Relationship Management

Create and manage senior relationships in the P&BB and Commercial channel to ensure a high level of GAM group investment/workplace savings awareness.

Co-ordinates group investment/workplace savings awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)

C. Planning

Prepare, update and implement annual regional business plan

In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group investment/workplace savings product

Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships, etc.

Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements

Understand and assess ongoing opportunities for national and regional sales programs

Develop and organize travel plans and manage an assigned regional budget

Authorities

To deliver on these accountabilities, the incumbent must have the following authorities:

Advisory – Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company

Monitoring – Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management

Issue Resolution – Resolve a diverse range of related issues/situations/problems within project scope and escalate to Head of Group Investment Plans when required

Knowledge and Skills

Knowledge

Undergraduate University Degree

5–10 years Investment Sales Experience

In-depth knowledge of investment products and markets

In-depth knowledge of sales strategies

In-depth knowledge of competitive marketplace and trends in group investments product offerings

In-depth knowledge of Bank products, services, organization and banking group interrelationships

Ability to take in knowledge and resolve a magnitude of diverse, complex issues

Skills

Exceptional sales & customer service orientation skills

Proven investment sales success is mandatory

Exceptional networking, presentation, facilitation, and relationship building skills

Exceptional interpersonal and communication skills

Demonstrated ability to clearly and decisively set priorities

Strong influencing and negotiating skills sufficient to shape…

Vice President, Group Investment Plans, GAM