Internal Sales, Mutual Funds - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

100 King Street West Toronto Ontario,M5X 1A1

Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.

Works with smaller clients, prospects, territories, issues and relationships.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
Participates in industry and intermediary events to grow presence in the marketplace.
Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
Provides input to product development and marketing to grow the overall business.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
Adheres to all compliance, regulatory, and legal guidelines.
Focus may be on a business/group.
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

Qualifications:

Typically between 5 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
Basic understanding of intermediary sales and the market.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills
Indepth.
Collaboration & team skills
Indepth.
Analytical and problem solving skills
Indepth.

Influence skills

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.