BMO Financial Group
Asset Mgmt Sales & Service
Associate,InternalSales,RetailDistribution
“Associate, Internal Sales, Retail Distribution at BMO Financial Group. Skills: Sales, Client acquisition, Relationship building. Drive sales results for designated products. Develop solutions and make recommendations”
What You'll Achieve.
Drives sales results for designated products; Achieve sales objectives; Acquire new clients; Grow the overall business
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; Analyses data and information to provide insights and recommendations; Monitors and tracks performance, and addresses any issues; Conducts independent analysis and assessment to resolve strategic issues; Exercises judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
3 – 5 years of relevant experience, post-secondary 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 - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth, Adheres to all compliance, regulatory, and legal guidelines
What You'll Do.
Drive sales results for designated products
Develop solutions and make recommendations
Build effective relationships with stakeholders
Ensure alignment between stakeholders
maintain and execute a business plan
Achieve sales objectives
Participate in industry and intermediary events
Organize and arrange conference calls and presentations
Promote new strategies
Provide input to product development
Provide input to marketing
Break down strategic problems
Analyze data and information
Provide insights and recommendations
Monitor and track performance
Support execution of strategic initiatives
Help determine business priorities
Help determine best sequence for execution
Conduct independent analysis and assessment
Resolve strategic issues
Demonstrate effective and timely use of CRM
Demonstrate effective and timely use of expense reporting
Adhere to all compliance guidelines
Adhere to all regulatory guidelines
Adhere to all legal guidelines
Propose new solutions
Exercise judgment to identify problems
Exercise judgment to diagnose problems
Exercise judgment to solve problems
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Builds effective relationships with internal/external stakeholders; Ensures alignment between stakeholders; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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