Posted: June 26, 2026
Retail Investment Sales Associate - BMO, Montreal is listed at BMO in Montreal, QC. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at BMO.
The position primarily involves providing internal phone sales support and conducting coaching sessions for Personal Bankers within the retail distribution channels.
Key requirements include a minimum of three years of financial services and investment product sales experience, along with IFIC or CSC certification and fluency in both French and English.
As an Associate, Internal Sales, Retail Distribution, you will play a crucial role within BMO Global Asset Management, focusing on expanding the reach of BMO's comprehensive suite of investment products and services. This position is integral to the internal distribution strategy, where you will initiate and execute targeted sales coaching calls to Personal Bankers across assigned regions. Your efforts will directly contribute to increasing awareness and penetration of BMO GAM's offerings among internal partners. This dynamic role requires a proactive approach to sales and relationship management, ensuring that BMO's retail investment solutions are effectively promoted and understood throughout the Personal & Business Banking group. You will also collaborate closely with Senior Associates to support broader sales and business development objectives, reinforcing the overall sales management framework.
This role involves providing essential internal phone sales support for BMO Global Asset Management's mutual funds and diverse investment solutions. You will partner with Regional Sales Managers to implement effective sales strategies tailored for GAM retail investment products within the P&BB distribution channels. A significant aspect of your contribution will be engaging in and conducting coaching and training sessions, delivered individually or in a group setting via phone or video, to enhance the capabilities of internal partners. This includes organizing workshops, webinars, branch huddles, and seminars. You will serve as a primary point of contact for internal partners in your assigned regions, addressing any BMO Global Asset Management retail investment-related queries. Furthermore, you will proactively identify coaching and training opportunities by analysing various metrics, such as branch segmentation, penetration rates, and scorecard results, to drive continuous improvement in sales performance. Your ability to build and maintain strategic working relationships across BMO Financial Group's distribution channels will be paramount to your success in this internal sales environment.
To thrive in this Associate, Internal Sales position, candidates should possess a strong track record of consistent performance related to investment sales results, preferably within a Personal Banker capacity. Essential qualifications include the completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course), with the Canadian Practices Handbook (CPH) being an added benefit. A university degree or college diploma is required, ideally complemented by related industry courses. Applicants must have a minimum of three years of experience in the financial services industry, specifically in investment product sales. In-depth knowledge of BMO Funds, the Mutual Funds organization, and Banking Group interrelationships is highly valued. Proven sales experience and client relationship management skills are critical, alongside strong interpersonal, communication, presentation, and facilitation abilities. Familiarity with retail investment products and distribution channels within the marketplace is also important. Bilingualism in French and English is a mandatory requirement, as this role provides support to clients and team members both inside and outside Quebec, reinforcing BMO's commitment to serving diverse communities. This role offers an excellent opportunity to develop your expertise in internal sales and asset management within a leading financial group.
