Director, ETF Consultant, BMO Global Asset Management

Location: Downtown Toronto (Central Bay Street)

Final date to receive applications:
01/24/2026

Address:
100 King Street West

Job Family Group:
Asset Mgmt Sales & Service

The Director, ETF Consultant is responsible developing sales of BMO ETFs and related ETF based products through multi-channel partnerships in the assigned region. A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs). The ETF Consultant role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.

Sales and Service
Drive sales of BMO ETFs in conjunction with a cohort of RSM's to meet and exceed annual plan targets
Foster a sales culture of goal achievement and superior customer satisfaction;
Coordinate BMO ETF sales activities within the assigned region
Provide ongoing sales support and product specific training to the assigned region's RSM team
Partner with each of the region's RSM's to assist them in their individual BMO ETF sales efforts
Assist each of the Regional RSMs in achieving their sales targets
Champion all opportunities to enhance local financial advisors' BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.
This role further collaborates with the BMO's multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.

Planning & Strategy
Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.
Provide strategic direction and business planning for BMO ETF products within the region.
Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.
Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.
Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.
Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.
Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.

Cross-functional Relationships:
Sales & Service - The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customers
Coordinating - This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offerings

Scope and Impact:

This role has direct impact on the achievement of key LOB objectives. Key numerical measures are as follows:
Annual Sales Plan: ETF Products
Annual Sales Plan:
Funds of ETFs.
Individual and team growth in knowledge of ETF solutions and products

Knowledge:
Undergraduate University Degree in Business or Finance
Minimum 5 years in a wholesaling or related specialist role
CIM or CFA, CFA is preferred
In-depth knowledge of investment products and markets, including competitive market and trends
In-depth knowledge of sales strategies
Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

Skills:

Exceptional sales & customer service orientation skills
Proven investment sales success
Exceptional networking, presentation, facilitation and relationship building skills
Exceptional interpersonal and communication skills
Sound business planning and organization skills and ability to manage multiple priorities
Self-motivated and proactive

Working conditions:

Extensive travel is required
Extended hours and periodic weekend requirements, based on local market needs of sales workforce
May be required to work from home office in designated geographic area

Salary   :
$86,000.00 - $

Pay Type:

Salaried
The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To…