Posted yesterday
Associate, Internal Sales, Intermediary Distribution
@ Bank of Montreal
Overview
Bank of Montreal is hiring an Associate, Internal Sales, Intermediary Distribution to drive sales of mutual fund and ETF products through third-party advisory intermediaries and BMO Advisory channels. The role builds relationships with investment advisors, develops a regional business plan and works closely with a partnered wholesaler. The posting states a hybrid arrangement with at least 4 days in the office and a salary range of $45,000 to $100,000, which may include commission.
Responsibilities:
- Build relationships with investment advisors and prospects
- Propose investment solutions based on advisor needs
- Execute a business plan and sales strategies to acquire new advisors
- Organize conference calls and presentations on new strategies
- Participate in industry and intermediary events
Requirements summary:
- Basic understanding of intermediary advisory sales and investment market
- Ability to conduct phone sales conversations on investment strategies
- In-depth verbal and written communication skills
- Canadian Securities Course, CIM or CFP certifications are strong assets
- Ability to manage multiple priorities and deadlines
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-05
- First seen by our source
- 2026-10-16
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Travel | air: minimal · ground: minimal |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Canadian Securities Course, CIM, CFP |
| Perks mentioned | Retirement plan, Tuition support, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bank of Montreal
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
- LinkedIn followers
- 529,147
- People associated on LinkedIn
- 59,168
- Reported office locations
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Business categories
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Other recorded names
- Bank of Montreal
- BMO
- Specialties
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Profile identifies a recruitment agency
- No
- Reported total investment
- 8,114,072,573
Currency and observation date were not supplied; this is not a current valuation or a funding round.
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 10,001+ employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Specialties | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Open jobs on Jobsy | 965 |
| View page |
Application Deadline:
12/04/2026Address:
100 King Street WestJob Family Group:
Asset Mgmt Sales & ServiceDrives 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 - $100,000.00Pay Type:
SalariedThe 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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