Associate Operations Coordinator Jobs in Calgary, AB

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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.

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.