09/19/2024

Address:

100 King Street West

Customer Solutions

Additional Job Description

Proven experience working with Morningstar Direct, Bloomberg or Excel. CFA designation/enrollment or equivalent experience would be beneficial.

As an Associate, Product Marketing, you will assist in the definition and implementation of mutual fund sales support strategies and content for BMO Global Asset Management. In this role, you will help create in depth Mutual Fund product research and competitive analysis and works closely with other BMO GAM product team members and sales to develop channel appropriate content. Collaborating with internal partners across the organization to support Mutual Fund and ETF products across multiple channels.

• Production of regular and ad-hoc reports.
• Conducts competitive analysis associated with assigned products.
• Gathers customer and sales feedback and performs analysis of issues.
• Completes internal and regulatory reporting.
• Works with internal stakeholders to develop materials and training for salesforce, and manages changes.
• Helps to maintain relationships with external partners and vendors.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works closely with other team members on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Established track record of providing strong investment performance and effective risk management.
• Completion of relevant investments certification.
• Experienced understanding of business line and a basic understanding of the overall firm.
• Experienced understanding of specialized discipline.
• Technical proficiency gained through 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.
• Data driven decision making - In-depth

$60,000.00 - $111,700.00

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 view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

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.