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Added 27 mins ago
R
Relationship Manager Business Markets Intern
RBC
Bathurst, NB
- Full-time
…their business and personal needs. Applying your mindset for external marketing and client acquisition, you will develop new business, deepen client relationships, and help all small…
Added 27 mins ago
MU
Technology Transfer Manager
McGill University
Victoria, BC · James Admin. Bldg.
- Full-time
Please refer to the How to Apply for a Job (for External Candidates) job aid for instructions on how to apply.
Added 27 mins ago
Fire Protection Engineer
Smith + Andersen
Vancouver, BC
…communicate all requirements to the internal project team, external project team, owner, and authorities having…
Added 27 mins ago
Fire Protection Engineer
Smith + Andersen
Toronto, ON
…communicate all requirements to the internal project team, external project team, owner, and authorities having…
Added 41 mins ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
The RBC Dominion Securities Place Ville Marie branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 57 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
…welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and…
Added 1 hour ago
R
Associate
RBC
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 1 hour ago
Manager, Student Services, Undergraduate Medical Education (Saskatoon or Regina)
University of Saskatchewan
Saskatoon, SK
…Manager cultivates collaborative relationships with internal and external stakeholders, including learners, faculty, academic departments, student services staff, residents, and provincial…
Added 1 hour ago
CI
Seasonal Associate
Carters Inc.
Waterloo, ON
- Part-time
If you are a CURRENT Carter’s employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.
Added 1 hour ago
FT
Student Awards Team Lead - Appendix D/Temporary Assignment
Fanshawe Toronto@ILAC
London, ON
- Full-time
If you are a current Fanshawe College employee, please apply to jobs directly through Workday. Do not apply on the external career page.
Added 1 hour ago
Donor Centre Associate - Blood Collection
Canadian Blood Services
Calgary, AB
This external job posting may close earlier than the advertised deadline. We recommend applying as soon as possible.
Added 1 hour ago
R
Senior Associate
RBC
Vancouver, BC
- Full-time
…for an experienced, self-motivated and collaborative Senior…
Added 2 hours ago
TH
Pro Account Sales Associate Full-Time - 7065 South Common
The Home Depot Canada
AB · Edmonton, AB
- Full-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 2 hours ago
MU
Student Ambassadors/Ambassadeurs étudiant.e.s - AMM - EDI622
McGill University
Day, Chancellor,Hall
- Part-time
Please refer to the How to Apply for a Job (for External Candidates) job aid for instructions on how to apply.
Added 2 hours ago
MU
French Programming Assistant
McGill University
Brown Student Serv.
- Part-time
Under the supervision of the Associate Director, New Student Experience or her designate, the French Programming Program Assistant coordinates peer-led French Language learning…
Added 2 hours ago
MU
French Outreach Program Assistant
McGill University
Brown Student Serv.
- Part-time
Please refer to the How to Apply for a Job (for External Candidates) job aid for instructions on how to apply.
Added 2 hours ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
The RBC Dominion Securities Place Ville Marie branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 2 hours ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
…welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and…
Added 3 hours ago
R
Senior Associate
RBC
Richmond Hill, ON
- Full-time
…welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and…
Added 3 hours ago
R
Associate
RBC
Brossard, QC
- Full-time
The RBC Dominion Securities Brossard branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 3 hours ago
R
Senior Associate
RBC
Richmond Hill, ON
- Full-time
…welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and…
Added 3 hours ago
R
Associate Director & Senior Counsel
RBC
Toronto, ON
- Full-time
The RBC Capital Markets Law Group is seeking to staff a securities lawyer in an Associate Director & Senior Counsel position to support the Investment Banking and Global Markets trading…
Added 3 hours ago
UO
Information & Outreach Coordinator
University of Alberta
Edmonton, AB
- Full-time
…a combination of experience, skills, and abilities, before external applicants are…
Added 3 hours ago
UO
Practice Education Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…responsible for its own clinical placements processes and Clinical associate selections processes, in accordance with Health Authority satndards. Practices enacted through the coordination…
Added 3 hours ago
M
Associate Marketing Manager, Acquisition & Retention, Affinity Markets
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…acquisition and retention initiatives. We are seeking a talented Associate Marketing Manager to lead our efforts in acquiring new leads and retaining existing clients and expanding their…

BMO

Associate, Internal Sales, Intermediary Distribution

Toronto, ON, Canada
Calgary, AB, Canada
FCP, Canada

$45,000.00 - $100,000.00 · Full-time

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Job details

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Application Deadline:

12/04/2026

Address:

100 King Street West

Job Family Group:

Asset Mgmt Sales & Service

Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their region.

Works with investment advisors, prospects, internal stakeholders to build relationships and drive results.
Proposes solutions to investment advisors and makes recommendations based on an understanding of their needs and market opportunities.
Builds effective relationships with internal/external stakeholders.
Works closely with partnered wholesaler, maintains consistent and clear communication at all times.
Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors.
Participates in industry and intermediary events to grow presence in the marketplace.
Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.
Demonstrated self starter – proactively finds new ways to identify new investment advisors, and convert prospects into new relationships.
Comfortable managing multiple priorities and competing deadlines.
Takes initiative when handling ad hoc tasks for investment advisors.
Demonstrates effective and timely use of the Salesforce/customer relationship management systems.
Adheres to all compliance, regulatory, and legal guidelines.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Hybrid work arrangement expected – 4 days in the office minimum.

Qualifications:

Completed Canadian Securities Course, CIM or CFP certifications are strong assets
Basic understanding of intermediary Advisory sales and the Investment market.
Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with investment advisors.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Influence skills - In-depth.

Salary:

$45,000.00 - $100,000.00

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

The associate drives sales results for mutual fund and ETF products by building relationships with investment advisors and prospects. They execute business plans, conduct sales presentations, and collaborate with wholesalers to achieve regional sales objectives.

Requirements

Candidates should have a basic understanding of intermediary advisory sales and the investment market. Completion of the Canadian Securities Course, CIM, or CFP certifications are considered strong assets for this role.

Skills

Sales
Relationship management
Investment advisory
Sales strategy
Communication
Collaboration
Influence
Salesforce
Financial markets
Macro economic analysis
Business planning
Presentation skills
Prospecting
Regulatory compliance
Problem solving

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Asset Management
Mutual Funds
ETF
Intermediary Distribution
Salesforce
CRM
Canadian Securities Course
CIM
CFP
Investment Advisors
Business Planning
Sales Strategy
Portfolio Managers
Regulatory Compliance
Financial Markets
Macro Economics
Prospecting
Relationship Management
Advisory Channels
Investment Vehicles

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