Director, Institutional Sales & Service

Director, Institutional Sales & Service

The Director, Institutional Sales & Service – Western Canada, is responsible for developing and managing institutional client relationships across the region. The role focuses on supporting BMO Global Asset Management's institutional clients and prospects through business development, relationship management, and investment education.

A key component of the position includes supporting and deepening relationships with Indigenous clients and communities, while also contributing to broader institutional coverage including engagement with investment consultants and other institutional stakeholders.

This role combines institutional business development, relationship management, and client servicing responsibilities, with an emphasis on building long-term partnerships and delivering investment solutions aligned with clients' governance frameworks and long-term investment objectives. The successful candidate will work closely with portfolio managers and internal specialists to deliver investment insights, client education, and tailored portfolio solutions.

Key Responsibilities

• Institutional Client Coverage
• Indigenous Client Engagement
• Business Development
• Investment Consultant Engagement
• Client Education and Thought Leadership
• Market Awareness
• Internal Collaboration

Qualifications

• Undergraduate degree in finance, economics, business, or a related field.
• CFA Charterholder or CIM designation preferred.
• Must be eligible to obtain Exempt Market Dealer (EMD) licensing.
• Minimum 7–10 years of experience in institutional asset management, institutional business development, or investment advisory.
• Strong understanding of institutional investment strategies, asset allocation, and portfolio construction.
• Experience working with institutional investors such as pension plans, foundations, endowments Indigenous communities or organizations, and family offices is an asset.

Location: Western Canada (British Columbia, Alberta, Saskatchewan, Manitoba)

This role requires extensive travel throughout Western Canada, including travel to remote communities and regional centres, to support client engagement and business development activities.

Salary: $111,800.00 - $208,000.00

Pay Type: 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

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.

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.