Application Deadline:09/15/2025

Address:100 King Street West

Wealth Sales & Service

Mat Leave coverage, handling existing duties and additional support to Dept Head

Drives sales results and enhances the promotion of investment products and services to new and existing networks and market opportunities. Applies professional consultative sales and business development practices and techniques for an assigned product / portfolio.

• Provides inside sales support to the regional business development team to drive sales results.
• Contacts networks and partners to promote product and services, and increase overall business results.
• Prioritizes business development contact strategy based on the defined lists, and determines the appropriate messaging to support additional business growth.
• Analyzes competitor information, programs, and tactics to provide insight to business development team in the region.
• Provides technical support on products, and other sales / needs assessment tools.
• Answers questions about self-directed concepts.
• Creates marketing tools and presentations for use in the region.
• Maintains regional statistics.
• Supports the achievement of the business plan within the designated territory / region.
• Supports the delivery of the desired client experience to enhance business opportunities.
• Drives increased product knowledge and expertise by training and coaching BMO employees.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Recommended:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of competitive market place trends and product offerings.
• Knowledge of investment products and services.
• Some understanding of risk and compliance management.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$38,500.00 - $71,000.00

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 view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.