Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.

• Develops internal and external networks and referral sources to grow business in the assigned portfolio/jurisdiction.

• Oversees the implementation and delivery of business development strategies and sales initiatives.

• Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.

• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.

• Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).

• Implements a relationship management plan in collaboration with the lead relationship manager.

• Determines client needs and provides solutions though the sales of managed products and services.

• Provides strategic input into business decisions as a trusted advisor.

• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

• Acts as a subject matter expert on relevant regulations and policies.

• May network with industry contacts to gain competitive insights and best practices.

• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

• Helps determine business priorities and best sequence for execution of business/group strategy.

• Conducts independent analysis and assessment to resolve strategic issues.

• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.

• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

• Acts as the prime subject matter expert for internal/external stakeholders.

• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

• Monitors and tracks performance and addresses any issues.

• Designs and produces regular and ad-hoc reports, and dashboards.

• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.

• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.

• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.

• Provides input into the planning and implementation of operational programs.

• Provides input into the planning and implementation of operational programs.

• Executes work to deliver timely, accurate, and efficient service.

• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.

• Oversees the design, development, and implementation of tools and training required to deliver business results. (e.g. sales process, financial planning, presentation skills, estate planning, wealth transfer, client management, etc.)

• Leads/participates in the design, implementation, and management of core business/group processes.

• Develops and manages a business/group program.

• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.

• Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.

• Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.

• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

• Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.

• Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.

• Implements a relationship management plan in collaboration with the lead relationship manager.

• Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

• Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.

• Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.

• Builds effective relationships with internal/external stakeholders.

• Ensures alignment between stakeholders.

• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

• Identifies and recommends ways to enhance the client experience.

• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

• Implements changes in response to shifting trends.

• Broader work or accountabilities may be assigned as needed. Qualifications:

• Typically, between 7-10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• Expert knowledge of rules & regulations governing FDIC insured and non-FDIC investment products.

• Series 7, 63, 24 and 65/66 licenses.

• Insurance sales license.

• Expert business development experience with successful track record.

• Seasoned professional with a combination of education, experience and industry knowledge.

• Verbal & written communication skills - In-depth / Expert.

• Analytical and problem solving skills - In-depth / Expert.

• Influence skills - In-depth / Expert.

• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

• Able to manage ambiguity.

• Data driven decision making - In-depth / Expert.

Salary:

$100,000.00 - $185,500.00

Pay Type:

Salaried

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/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.