Role Mandate: As an Associate on the Distribution Strategy team, you will support the development and execution of strategic initiatives aimed at optimizing the distribution of BMO mutual funds, ETFs, and other investment products. Reporting to the Head of Distribution Strategy, you will work closely with senior management, business line leaders and a diverse set of stakeholders to deliver advice that solves business problems through research, analysis, and compelling strategic recommendations. The selected candidate will be analytical, organized, and possess advanced Excel/Powerpoint skills.
Role Responsibilities Include (but are not limited to):
• Assist in the analysis of distribution channels, sales trends, and market opportunities to inform strategic decision-making.
• Support in the creation of reports, dashboards, models, and presentations to analyze and track distribution performance metrics, among other things.
• Assist with the preparation of materials for internal and external stakeholders, including senior management presentations.
• Help manage and maintain distribution data, ensuring accuracy and completeness.
• Tracking on compliance approvals and organizing/updating the project tracker as required.
• Conduct research on competitors, market conditions, and client needs to support continued business strategy development and identify opportunities for new products and growth.
• Successful candidates will play a key role in leading strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank’s strategic planning process forward.
• Broader work or accountabilities may be assigned as needed.
Must-Have Skills:
• Bachelor’s degree in business, finance, or a related field (Engineering, Economics).
• 2 years of experience in asset management, financial services, or a related field.
• Capital Markets experience an asset (open to previous co-op experience within the field).
• Excellent analytical skills with the ability to interpret data and draw conclusions.
• Strong communication and interpersonal skills to collaborate with team members and external stakeholders.
• Thinks creatively and proposes new ideas on how to help the overall distribution team.
• Advanced in Microsoft Office suite, particularly Excel and PowerPoint.
• Data driven decision making.
• Detail-oriented and organized individual.
• Flexible in working hours to support as required.
• Ability to work independently and takes initiative to address challenges and provide solutions.
• Flexibility to adapt to changing priorities and multi-task in a dynamic environment.
• CSC or CFA certification nice to have.
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.
Have questions or want to learn more about us? We would love to hear from you!
Diversity and Recruitment Team
E mail: diversity.recruitment@bmo.com
Introduce Yourself to BMO (Military/Veterans)
Careers for service members, veterans and their families
We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.
BMO is a Poppy Campaign partner and invests over $265k per year in 3+ signature sponsorship properties, including the Canada Army Run, the Navy Bike Ride, and the RCAF Run.
At BMO, you’ll have the opportunity to use your commitment, discipline, and dedication to teamwork to make a difference. Come and grow your career with us.