Associate Vice President
Bank of Montreal
Associate Vice President
Bank of Montreal
Runs Canadian and US banks for people and firms
Application Deadline:
Address:
885 West Georgia StreetJob Family Group:
The Associate Vice President Wholesaler operates as a near-peer to the broader wholesaling team, with ownership of a semi-autonomous MFDA sub-region. The role is designed to accelerate growth by extending BMO GAM’s reach into high-potential advisor segments, while developing the next generation of full wholesalers.
Primary Responsibilities
Territory Ownership & Sales Execution
Own and execute the sales strategy for an assigned MFDA sub-region with full accountability for growth and retention
Deliver against net sales and AUM growth targets
Identify and convert new business opportunities
Develop and execute a territory business plan aligned with regional strategy
Client Relationship Management
Act as the primary point of contact for assigned advisors and dealer branches
Build relationships through proactive outreach
Understand advisor needs and connect them to appropriate BMO GAM resources
Prospecting & Business Development
Lead outbound prospecting to grow wallet share and activate new advisors
Build and manage a robust sales pipeline
Partner with wholesalers to align prospecting efforts
Collaboration & Team Integration
Partner with wholesalers to ensure coordinated coverage
Collaborate with specialist teams to deliver holistic solutions
Share market intelligence and advisor insights
Client Education & Engagement
Deliver product education and value positioning
Lead advisor meetings, presentations, and other forms of advisor outreach
Operational Excellence
Maintain accurate CRM records
Track progress against targets and adjust plans as needed
What Success Looks Like
Demonstrates ownership mindset over assigned region
Consistently delivers against sales targets
Builds strong advisor relationships
Qualifications & Experience
2 – 3+ years in asset management or advisor-facing roles (previous internal sales representative experience considered a strong asset)
Strong prospecting and relationship-building skills
Understanding of MFDA channel
Development Pathway
This role serves as a pipeline into full Wholesaler roles based on performance and readiness.
Salary:
Pay Type:
The 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.
Runs Canadian and US banks for people and firms
Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.
Explore more opportunities at Bank of Montreal