Job Title

Date limite pour prsenter sa candidature : 03/08/2026 Adresse : 885 West Georgia Street Groupe de famille demploi : Ventes et service, Gestion de patrimoine Drives sales results to enhance the promotion of BMO Life Assurance product (specifically SEGREGATED FUNDS & ANNUITIES ) and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer. Consults with MGAs to promote BMO Segregated Funds and Annuities to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers. Attends and participates in regional industry events to promote BMO Segregated Funds and Annuities, and enhances the overall reputation of the company. Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results. Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Segregated Funds, Annuities and Life Assurance products. Shares sophisticated insurance concept solutions to leverage success across the regional team. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Provides technical support on products, illustration software and other tools. Manages the special quote process ensuring that the response is received according to the desired timeline. Manages large case process to build the overall regional business. Expedites application as much as possible. Answers questions about Segregated Funds concepts. Maintains regional statistics. Supports the achievement of the business plan within the designated region. Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities. Collaborates effectively with internal stakeholders to build capability and drive business growth. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Knowledge of Segregated Funds and Annuities. Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Life insurance license (LLQP) an asset. CFP or CIM designation an asset. In-depth knowledge of financial concepts, including financial planning and financial understanding of Segregated Funds and Annuities products. In-depth knowledge of mutual fund industry is an asset. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. This job posting is for a current vacancy. Salaire : $42,500.00 - $78,900.00 Type de rmunration : Salaire Ce qui prcde reprsente la fourchette et le type de rmunration de BMO Groupe financier. Les salaires varieront en fonction de facteurs comme lemplacement, les comptences, lexprience, les tudes et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes temps partiel seront calculs au prorata du nombre dheures travailles rgulirement. Pour les rles commission, le salaire susmentionn reprsente la cible de BMO Groupe financier pour la premire anne au poste. La rmunration totale offerte par BMO variera selon le type de rmunration associ au poste et peut comprendre des primes de rendement, des primes discrtionnaires ainsi que dautres avantages et rcompenses. BMO offre galement une assurance sant, le remboursement des frais de scolarit, une assurance accident et une assurance vie, ainsi que des rgimes dpargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : propos de nous BMO, nous sommes anims par une raison dtre commune : Avoir le cran de faire une diffrence dans la vie, comme en affaires. Cette raison dtre nous invite entraner des changements positifs et durables pour nos clients, nos collectivits et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance conomique partout dans le monde. En tant que membre de lquipe de BMO, vous tes valoris, respect et entendu, et vous avez plus de moyens pour progresser et obtenir des rsultats. Nous nous efforons de vous aider obtenir des rsultats ds le premier jour, pour vous-mme et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles tapes, car vous aidez nos clients franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et doccasions de rseautage, nous vous aiderons acqurir une exprience enrichissante et largir votre groupe de comptences. Pour en savoir plus, visitez-nous ladresse . BMO sengage offrir un milieu de travail inclusif, quitable et accessible. Nous apprenons de nos diffrences et tirons notre force des gens et de leurs diffrents points de vue. Des mesures dadaptation sont disponibles sur demande pour les candidats qui participent tous les aspects du processus de slection. Pour demander des mesures dadaptation, veuillez communiquer avec votre recruteur. Remarque aux recruteurs : BMO naccepte pas les curriculum vit non sollicits provenant de toute source autre que le candidat directement. Tout curriculum vit non sollicit envoy BMO, directement ou indirectement, sera considr comme la proprit de BMO. BMO ne paiera aucuns frais pour les placements dcoulant de la rception dun curriculum vit non sollicit. Une agence de recrutement doit dabord dtenir une entente de service crite valide et dment signe avant denvoyer des curriculum vit.