Director, ETF Consultant, Global Asset Management
Remote / Online - Candidates ideally in
Toronto, Ontario, M5A, Canada
Listing for:
BMO
Full Time, Remote/Work from Home
position
Listed on 2026-01-17
Job specializations:
Job Description & How to Apply Below
Position: Director, ETF Consultant, BMO Global Asset Management
Final date to receive applications:
01/24/2026
Address:
100 King Street West
Job Family Group:
Asset Mgmt Sales & Service
The Director, ETF Consultant is responsible developing sales of BMO ETFs and related ETF based products through multi-channel partnerships in the assigned region. A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs). The ETF Consultant role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.
Sales and Service
Drive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targetsFoster a sales culture of goal achievement and superior customer satisfaction;Coordinate BMO ETF sales activities within the assigned regionProvide ongoing sales support and product specific training to the assigned region’s RSM teamPartner with each of the region’s RSM’s to assist them in their individual BMO ETF sales effortsAssist each of the Regional RSMs in achieving their sales targetsChampion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.Planning & Strategy
Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.Provide strategic direction and business planning for BMO ETF products within the region.Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.Cross-functional Relationships:
Sales & Service – The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customersCoordinating – This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offeringsScope and Impact:
This role has direct impact on the achievement of key LOB objectives. Key numerical measures are as follows:
Annual Sales Plan: ETF ProductsAnnual Sales Plan:
Funds of ETFs.Individual and team growth in knowledge of ETF solutions and productsKnowledge:
Undergraduate University Degree in Business or FinanceMinimum 5 years in a wholesaling or related specialist roleCIM or CFA, CFA is preferredIn-depth knowledge of investment products and markets, including competitive market and trendsIn-depth knowledge of sales strategiesAbility to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issuesSkills:
Exceptional sales & customer service orientation skillsProven investment sales successExceptional networking, presentation, facilitation and relationship building skillsExceptional interpersonal and communication skillsSound business planning and organization skills and ability to manage multiple prioritiesSelf-motivated and proactiveWorking conditions:
Extensive travel is requiredExtended hours and periodic weekend requirements, based on local market needs of sales workforceMay be required to work from home office…
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