Associate Vice President, Advisor Sales, Global Asset Management

Application Deadline:

08/29/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Asset Mgmt Sales & Service

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 :

$56,000.00 - $103,500.00

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 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.