Regional Lending Referral Partnership Manager - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

55 Bloor Street West Toronto Ontario,M4W 1A- of-Influence). Works across BMO to deliver specific program business results in alignment with overall group goals.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Understanding BMO's Lending Referral Program and able to articulate its value proposition.
Develops strong partnerships with COI's that are external to BMO (Investment advisors/Life Insurance Agents)
Developing and maintaining a strong network within the insurance and investment industry, attending industry events, conferences, and meetings to establish the company's presence and identify potential partnerships.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Managing and maintaining client accounts within the CRM System, ensuring accurate tracking of client engagement, action items, and updates.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Creates innovative business development strategies to grow the business in collaboration with other BMO partners.
Contributes to the development of marketing and sales materials for new business opportunities
Develops, maintains, and executes a business plan to achieve sales results.
Assists in the development of strategic plans.
Collaborates with internal and external stakeholders to meet business objectives.
Designs and produces regular and adhoc reports, presentations, and dashboards.
Executes routine tasks (e.g. service requests, transactions, queries, etc.) in accordance with applicable service level agreements.
Conducts analysis required to inform strategic business development recommendations, and considers the "big picture" to assess the advisability of a course of action toward meeting group and enterprise goals.
May network with industry contacts to gather and identify competitive insights and best practices.
Breaks down strategic problems in business development, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Leads or participates in implementation of strategic business development initiatives within the group and across BMO by partnering with various internal and external stakeholders; complexity of initiatives may vary, and usually involve multiple stakeholders across the enterprise.
Works independently and regularly handles nonroutine situations.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 7 years of relevant experience working with independent financial advisors and life insurance agents and postsecondary degree in related field of study or an equivalent combination of education and experience.
Solid knowledge of the investment/insurance industry in Canada.
Strong business development acumen with proven results
Familiarity with BMO products and services.
Ability to create and implement a business plan.
Knowledge of the competitors in the mortgage referral space.
Strong communication/Presentation skills with the ability to communicate the BMO value proposition to external COI's.
Verbal & written communication skills
Indepth.
Collaboration & team skills
Indepth.
Analytical and problem solving skills
Indepth.

Influence skills

Indepth.
Data driven decision making
Indepth.

We're here to help
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.