Director, Advisor Sales, Global Asset Management

Final date to receive applications:09/26/2026

Address:730 View Street Job Family Group:

Asset Mgmt Sales & Service The Director, Regional Sales, Intermediary Distribution – otherwise known as a External Wholesaler – is responsible for, in cooperation with an Inside Sales Partner, selling BMO mutual funds, guaranteed investment funds, alternative investments and ETFs in an assigned geographic region to third-party financial advisors of all types (insurance licensed, MFDA, IIROC).

The Ideal Candidate :

Needs to be driven by success and the never-ending ambition to be number one in sales.

Should be and an exceptional communicator whether in 1:1 meetings, small groups, presentations, and with colleagues. Writing effective emails, conducting webinars, maintaining a dynamic presence in social media and general broadcasting will be important tools as well.

Must have first-rate relationship building skills

Will excel in cooperating with clients, prospects and their colleagues as well as with their Inside Sales partner, sales colleagues, BMO Specialists, Portfolio Managers, Strategists and Sales Leaders.

Needs to be very organized in setting successful routines.

They will need to demonstrate having created, updated and executed successful business plans.

Their organizational skills will also be paramount in managing a pipeline, a vast territory, effective meetings and communications.

Have several years of proven success working in the wholesale of financial products.

Have strong existing relationships with many of our clients and top prospects in the territory.

Have a reputation as a valuable partner to investment advisors. As a partner, the candidate will require, at the very least, knowledge of BMO’s products, the competitive landscape, macro economic trends and value-adding ideas for advisors to use.

Have the knowledge, innovative nature and insight to aid in new product and programme developments that satisfy evolving client needs.

Strong Assets Experience in the wholesale of financial products and the consequent previous experience of effectively managing a sales territory

University degree in a related field

Industry certifications such as CSC, CIM, CFP, PFP, FCSI, CFA, CAIA, …Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.

Generally assigned small to mid-sized clients, prospects, territories, issues and relationships.

Builds and maintains strong relationships with intermediaries.

Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

Builds effective relationships with internal/external stakeholders.

Ensures alignment between stakeholders.

Provides input into the planning and implementation of operational programs.

Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.

Participates in industry and intermediary events to grow presence in the marketplace.

Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.

Provides input to product development and marketing to grow the overall business.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

Monitors and tracks performance, and addresses any issues.

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

Helps determine business priorities and best sequence for execution of business/group strategy.

Conducts independent analysis and assessment to resolve strategic issues.

Demonstrates effective…