Associate, Internal Sales, Intermediary Distribution
BMO Financial GroupApplication Deadline: 12/04/2026 Address: 100 King Street West Job Family Group: Asset Mgmt Sales & Service Want to build a career where investments, relationships and sales come together? We're looking for ambitious, commercially minded people who want to build a career in wealth management particularly in investment sales and asset management . This is not a passive sales role. As an Inside Wholesaler, you'll help grow a territory by building relationships with investment advisors, uncovering opportunities, prospecting for new business and bringing investment ideas to clients. You'll work in partnership with a Wholesaler to turn market insight, investment knowledge and great conversations into results. If you're energized by targets, motivated by winning business, enamored by financial markets and serious about building a career in investment sales, we want to meet you. What You'll Do Your main goal is driving sales while also acting as part investment resource and part territory strategist. Drive growth. Prospect for new relationships, uncover opportunities and help turn conversations into new business. Help promote new initiatives and events. Build advisor relationships. Develop trusted relationships with investment advisors and earn their trust Own the territory. Partner with your Wholesaler to develop and execute a focused territory business plan. Talk investments. Translate what's happening in markets into relevant conversations about investment strategies and solutions. Create opportunities. Don't wait for the phone to ring. Proactively identify advisors, opportunities and moments where BMO GAM can add value. Position solutions. Understand advisor needs and connect them with relevant mutual fund, ETF and investment solutions. Present with confidence. Lead calls, virtual meetings and presentations, independently and alongside investment professionals. Build pipeline discipline. Use Salesforce and data to manage relationships, prioritize activity and move opportunities forward. Work as one team. Collaborate across Sales, Investments, Product, Marketing and other partners to deliver a great advisor experience. Keep learning. Build deeper expertise across markets, investments, portfolio construction and professional selling. Who We're Looking For We're looking for someone with drive, passion for financial markets, curiosity and sales instinct . Someone who: Loves the challenge of winning new business. Is comfortable picking up the phone and starting a conversation. Is naturally curious about markets, investing and what's happening in the world. Can take complex investment concepts and make them relevant to a client. Builds relationships quickly and authentically. Is competitive, resilient and motivated by measurable goals. Takes coaching seriously and wants to get better. Creates opportunities rather than waiting for them. Thrives in a fast-moving, collaborative sales environment. Wants to build a long-term career in asset management and investment distribution . Qualifications We're especially interested in candidates who bring: Experience in sales, business development, financial services, banking, investment sales, financial planning or another relationship-driven environment. A post-secondary degree/diploma or equivalent combination of education and experience. Self-driven student of the financial markets, everyday you wake up and are excited about market happenings Exceptional verbal communication, relationship-building and influencing skills. The confidence to proactively conduct sales conversations with investment professionals. Canadian Securities Course (CSC) completed or in progress. CIM/CFA designation or progress toward the designation considered a strong asset. Why This Role? Because Inside Sales is one of the best places to build an investment sales career. You'll develop three things that are difficult to learn from a textbook: Sales craft. Prospecting, discovery, objection handling, relationship development…