BMO Financial Group Director, Central Canada, Intermediary Sales in Toronto, Ontario
100 King Street West
Job Family Group:
Asset Mgmt Sales & Service
The Director, Central Canada, Intermediary Sales, is responsible for driving sales growth and revenue objectives of the Ontario central Canada wholesale channel by leading a team of regional sales people. The ultimate objective of this position is to increase our assets under management in our three product lines; mutual funds, ETFs and segregated funds and to drive profitability of the firm.
Serving in a key leadership role, the Director, Central Canada will oversee the sales teams and implement sales strategy to grow our Canadian advisory footprint. The role will partner with cross-functional teams to build organizational sales capabilities and deliver upon targeted sales strategies, maximizing product volume growth and profitability for the region. The Director, Central Canada will apply rigorous sales management expertise, training and coaching the sales teams to improve sales proficiency and enhance the performance of the Regional Sales Managers (RSM).
Drives sales results for designated products through non-affiliated or third-party intermediaries or within BMO channels. Provides input to new product development.
Manages people and leads a team capable of delivering the desired business results.
Covers large, important and complex clients, prospects and relationships.
Develops and executes sales strategy to achieve the desired business results
Monitors sales results and provides coaching to achieve required business growth.
Builds and maintains strong relationships with intermediaries.
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
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.
Manage day to day operational tasks to ensure necessary compliance activities are being completed according to established policies and procedures and mitigating risk appropriately.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
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.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Typically 9+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.
Expert understanding of intermediary sales and the market.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.
We’re here to helpAt 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://bmocareers.com.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.
BMO Financial GroupServing customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.
BMO Financial Group
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