Canadian Practices Handbook (CPH) added benefit. Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course).Track record of consistent Personal Banker performance related to investment sales results preferred.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.
Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors. Operates in multiple working relationships/partnerships/environments. Assist Regional Senior Assoicate’s in territory management. Conduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales. Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund Sales. Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG. Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results. 
Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries. Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars. Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region. Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions. Also, support and sales activities & events in partnership with the Senior Associate’s sales & business development objectives.ĩ5%: Business Delivery & Operational Effectiveness Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. The Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Job Family Group:Asset Mgmt Sales & ServiceĪssociate, Internal Sales, Retail Distribution – BMO Global Asset Management
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