Business Development Manager – Wealth Products

Job not on LinkedIn

🔥 2 hours ago

🇨🇦 Canada – Remote

💵 $50k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Drive sales growth and market share for BMO Insurance Wealth Products, including Segregated Funds and Annuities, within the Managing General Agency (MGA) channel • Develop and execute a territory business plan to achieve sales, asset growth, and advisor engagement objectives within the MGA market • Build and maintain relationships with MGAs, advisors, and key distribution partners • Identify and develop new business opportunities through prospecting, business development activities, and relationship management • Conduct advisor meetings, presentations, workshops, and industry events to promote wealth products and related solutions • Provide consultative sales support to help advisors position wealth products within retirement, estate, and wealth accumulation strategies • Deliver product expertise, competitive intelligence, sales ideas, and market insights • Collaborate with Marketing, Product, Operations, and Client Service partners • Monitor sales activity, market trends, and competitor developments to identify opportunities and inform business strategy • Act as the voice of the advisor by providing feedback on products, processes, technology, and service enhancements • Produce territory and sales reports, manage pipeline activity, and support regional and national business objectives • Apply BMO's Risk Management Framework in all business activities

🎯 Requirements

• 5+ years of business development, wholesaling, or sales experience in wealth management, insurance, asset management, or financial services • Strong knowledge of Segregated Funds, Annuities, retirement income, and wealth accumulation solutions • Proven ability to build advisor relationships and grow sales within the MGA, independent advisor, and wealth distribution channels • Demonstrated success developing business opportunities, managing a territory, and achieving sales targets • Strong presentation, relationship management, and consultative selling skills • Ability to analyze sales data and market trends to identify growth opportunities and drive results • Knowledge of Canadian wealth distribution channels and CIRO-regulated advisor environments • Post-secondary degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience • LLQP designation required • CFP, CIM, CLU, CFA, PFP, RRC, or similar industry designation considered an asset

🏖️ Benefits

• Commission structure may apply • Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accessible workplace accommodations