Associate Vice President, Advisor Sales, Global Asset Management

Job Title and General Information

Associate Vice President – Wholesaler

Final date to receive applications: 08/29/2026

Address: 525 8th Ave SW East Tower

Job Family:
Asset Mgmt Sales & Service

• Own and execute the sales strategy for an assigned MFDA sub‑region with full accountability for growth and retention.
• Deliver against net sales and AUM growth targets.
• Identify and convert new business opportunities.
• Develop and execute a territory business plan aligned with regional strategy.

• Act as the primary point of contact for assigned advisors and dealer branches.
• Build relationships through proactive outreach.
• Understand advisor needs and connect them to appropriate BMO GAM resources.

• Lead outbound prospecting to grow wallet share and activate new advisors.
• Build and manage a robust sales pipeline.
• Partner with wholesalers to align prospecting efforts.

• Partner with wholesalers to ensure coordinated coverage.
• Collaborate with specialist teams to deliver holistic solutions.
• Share market intelligence and advisor insights.

• Deliver product education and value positioning.
• Lead advisor meetings, presentations, and other forms of advisor outreach.

• Maintain accurate CRM records.
• Track progress against targets and adjust plans as needed.

• 2–3+ years in asset management or advisor‑facing roles (previous internal sales representative experience considered a strong asset).
• Strong prospecting and relationship‑building skills.
• Understanding of MFDA channel.

• Base salary: $56,000.00 – $ (Salaried).
• Commission structure may be included; the salary above represents the expected target for the first year.
• Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• Performance‑based incentives, discretionary bonuses, and other perks and rewards may be provided.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.