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Added 1 day ago
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
Markham, ON · UPMA
Full-time
Provides specialized wealth and tax planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Partners with…
Added 1 day ago
Associate, Distribution Support, Retail
BMO
Calgary, AB · Toronto, ON
Full-time
…is accountable to assist Sales Leaders, Vice President and Senior Associates in the execution and production of sales enablement and value-add…
Added 2 days ago
Property Accountant
ICM Property Group
Calgary, AB
Full-time
The Property Accountant will be responsible for the full cycle accounting for a portfolio of properties and will work closely with both the Senior Accounting Manager and accounting
Added 3 days ago
Vice President, Global Markets Business Control – Commodities
BMO Capital Markets
Toronto, ON
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 4 days ago
Vice President, Global Markets Business Control – Commodities
BMO
Toronto, ON · FCP
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 4 days ago
Director of Finance, Construction
Taggart Construction Limited
Ottawa, ON
Full-time
For more than 75 years, Taggart Construction Limited has built the essential services that people in Eastern Ontario use every day. Taggart Construction specializes in heavy civil…
Added 4 days ago
Director of Finance, Construction
The Taggart Group of Companies
Ottawa, ON
Full-time
For more than 75 years, Taggart Construction Limited has built the essential services that people in Eastern Ontario use every day. Taggart Construction specializes in heavy civil…
Added 4 days ago
Senior Manager, Commercial Due Diligence & Growth Strategy
Deloitte
Toronto, ON
Full-time
As a Senior Manager within Deloitte's Commercial Due Diligence (CDD) practice, you will play a critical leadership role advising private equity investors, corporate acquirers, government…
Added 5 days ago
Regional Director, High Net Worth Wealth Planning
BMO
Montreal, QC
Full-time
The Regional Director HNW Planning will manage a team of Wealth Planning Consultants, Tax Planning Consultants, Estate Planning Consultants. His/her team provides wealth planning, advanced…
Added 5 days ago
Corporate Development Senior Associate
BMO
Toronto, ON · FCP
Full-time
The Corporate Development Senior Associate supports enterprise strategic initiatives, including mergers, acquisitions, divestitures, strategic investments, partnerships, and new business…
Added 5 days ago
Regional Director, High Net Worth Wealth Planning
BMO
Montreal, QC · IBMM
Full-time
The Regional Director HNW Planning will manage a team of Wealth Planning Consultants, Tax Planning Consultants, Estate Planning Consultants. His/her team provides wealth planning, advanced…
Added 6 days ago
Lease/Real Estate Administrator (Contract)
LCBO
Toronto, ON
Full-time
Investigate property tax assessments, appeals, and compliance activities.
Added 6 days ago
Senior Manager, Real Estate Strategy & Planning
Hydro One Networks Inc
Markham, ON
…province and supporting thousands of employees across Ontario. The Senior Manager, Real Estate Strategy & Planning serves as a key strategic leader responsible for developing long-term…
Added 9 days ago
Manager, Business Compliance
BMO
Toronto, ON · FCP
Full-time
Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders, and business processes as well as the…
Added 9 days ago
Corporate Tax Manager
KAD Consulting Services
Calgary, AB
Full-time
Tax Manager – Canadian CPA Firm Position Summary
Added 10 days ago
Leasing Specialist
Avanath Capital Management, LLC
Toronto, ON
Full-time
…throughout the organization via the organization's support services and senior…
Added 10 days ago
Senior Manager, Valuations (Northeastern Ontario)
MNP
ON
Full-time
Make an impact with our Valuations team as a Senior Manager. This diverse team of professionals works with clients on a wide range of business disputes and irregularities and applies…
Added 11 days ago
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
Full-time
…presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention…
Added 12 days ago
Senior Property Manager, Qualico Properties
Qualico Developments Canada Ltd.
Calgary, AB
Full-time
Reporting to the Director, Property Management, as the Senior Property Manager, you will oversee all aspects of day-to-day operations of their assigned properties. You are accountable to…
Added 12 days ago
Senior Property Manager, Qualico Properties
Qualico Properties
Calgary, AB
Full-time
Reporting to the Director, Property Management, as the Senior Property Manager, you will oversee all aspects of day-to-day operations of their assigned properties. You are accountable to…
Added 12 days ago
Controller
MNP Executive Search & Professional Recruitment
Powell River, BC
Full-time
…strengthening this infrastructure. The successful candidate will be the senior financial voice in a business led by an operator who understands financial statements well and values…
Added 13 days ago
Senior Business Consultant, Customer Tax Programs Delivery
BMO
Toronto, ON · BMOPLACE
Full-time
Provides subject matter expertise in the design, development, effective integration and implementation of Customer Tax Programs impacting Personal & Business Banking (P&BB) (e.g., programs…
Added 12 days ago
Senior Business Consultant, Customer Tax Programs Delivery
BMO
Toronto, ON
Full-time
Provides subject matter expertise in the design, development, effective integration and implementation of Customer Tax Programs impacting Personal & Business Banking (P&BB) (e.g., programs…
Added 22 days ago
Property Accountant - 9 month contract
Venterra Realty
Richmond Hill, ON
Contract
Venterra’s Property Accounting team has been undergoing significant growth in its mandate and its ability to drive value across the organization. The Property Accounting team is uniquely…
Added 24 days ago
Senior Accountant / Manager, Tax
Brookfield Renewable
Gatineau, QC
Full-time
Reporting to the Director, Tax, the Senior Accountant / Manager, Tax will support BEP Corporate tax reporting, compliance, tax risk management, and related advisory matters. The role will…

BMO

Associate, Distribution Support, Retail

Calgary, AB, Canada
Toronto, ON, Canada

Pay: $55,500.00 - $120,000.00
Job type: Full-time
Apply by: Oct 25, 2026
Experience: 5-10 years of experience in financial services, or asset management industry
Posting language: English
Posted: Sep 25, 2026

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Original job description

Application Deadline:

10/24/2026

Address:

595 8th Ave SW West Tower

Job Family Group:

Customer Solutions

Success Profile

The ideal candidate is proactive, highly organized, process and service-oriented, and comfortable operating in a fast-paced sales environment while remaining flexible. They bring strong attention to detail, a collaborative mindset, and the ability to balance structured administrative work with hands-on, onsite support. They display superior time management skills including the ability to prioritize work and are resourceful - can make connections with multiple pieces of information to come to an informed and sound conclusion on how to proceed with a given project. Strong written and verbal communication skills are a requirement. Finally, they are result-oriented, having the ability to identify opportunities and contribute to continuous improvement. Preference will be given to candidates in Calgary or Toronto.

Role Summary:

This role is responsible for supporting the BMO Global Asset Management Canada Distribution group in the retail channel through the execution of sales enablement initiatives such as communications, events, content development and other value-add initiatives as well as in an administrative capacity. The successful candidate will identify, develop, and deliver initiatives that align with business priorities, enhance the client experience and ultimately enable sales. It ensures that sales teams understand and are engaged on key business initiatives and provides them with the information needed to achieve sales targets more effectively. This role is accountable to assist Sales Leaders, Vice President and Senior Associates in the execution and production of sales enablement and value-add initiatives.

Key Responsibilities

Event and sponsorship management and execution: PM tours, client events, conferences. Leads and execute small salesperson led events up to ~20 people.
Project manage development of non-product related value add sales collateral including practice management content (ie. Linked In for prospecting, Estate planning, price of advice, tax planning & advice etc), sales newsletters etc.
Partner closely with sales, events, and leadership teams to ensure smooth execution of key processes and initiatives and continuous improvement of sales support processes.
Support onsite sales team needs at the office, including printing, shipping sales materials, managing physical collateral, and ensuring readiness for meetings and client engagements.
Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
Management of shared repositories (e.g. shared drives etc.)
Act as back-up for key initiatives and others on team

Knowledge and Skills

Knowledge

University degree
5-10 years of experience in financial services, or asset management industry
Canadian Securities Course completion or equivalent mandatory
Event planning and execution experience important
Experience in content development is important
Project Management experience an asset
Knowledge of regulatory requirements and the investment industry an asset
Inventory and content management experience an asset
Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
General understanding of investments and how sales driven firms operate
2-3 days per week in office

Skills

Fast paced and ever-changing environment requires candidate to be adaptable and agile
Team player with strong interpersonal skills and ability to build strong cross functional working relationships
Detail-oriented and strong organizational skills
Comfort with ambiguity
Capable of multi-tasking, prioritizing, and managing tight timelines in a matrix structure
Ability to navigate in a sales environment
Strong communications planning and proven end-to-end project management/implementation skills
Strong verbal and written communications skills - ability to communicate in a clear, compelling manner
Able to proactively identify opportunities and recommend solutions
Results-oriented approach - ability to set measurable targets and evaluate the success of initiatives.

Salary:

$55,500.00 - $120,000.00

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 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.

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More about this job

Responsibilities

This role supports the BMO Global Asset Management Canada Distribution group by executing sales enablement initiatives, including communications, events, and content development. The associate is responsible for managing event logistics, producing sales collateral, and providing administrative support to sales leaders and associates.

Requirements

Candidates must have 5-10 years of experience in the financial services or asset management industry and completion of the Canadian Securities Course. Strong proficiency in Microsoft tools and proven project management skills are required to succeed in this fast-paced, collaborative environment.

Skills

Event planning
Project management
Content development
Sales enablement
Time management
Communication
Microsoft Office
CoPilot
Financial services
Asset management
Canadian Securities Course
Relationship building
Problem solving
Organizational skills
Multi-tasking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Asset Management
Sales Enablement
Event Management
Project Management
Canadian Securities Course
Microsoft Office
CoPilot
Outlook
Teams
Word
Excel
PowerPoint
Retail Channel
Client Experience
Sales Collateral
Practice Management
Estate Planning
Tax Planning
Inventory Management
Content Management
Stakeholder Management
Logistics
Administrative Support
Continuous Improvement

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