Inside Sales Manager, Global Asset Management

07/18/2026

100 King Street West

Customer Solutions

We are seeking a results-driven Inside Sales Manager to drive results in our Advisor Sales Channel. This person should have a proven track record in both sales and a desire for sales leadership. In this role, the person will oversee the members of the inside sales team, ensuring they meet and exceed sales and service targets, while strategically contributing to business growth. This role requires a strong sales background, an understanding of investments and the related advisor industry. The person would have coaching skills, and the ability to balance tactical execution with strategic planning to drive measurable results.

The candidate could be based in Toronto, Montreal or Calgary

Key Responsibilities

• Team Leadership: Manage, mentor, and inspire the inside sales team to achieve individual and team sales goals.

• Performance Management: Define, track, and analyze key sales performance metrics, ensuring accountability for continuous improvement and work with management to take action where needed.

• Coaching, Training & Development: Provide ongoing training, coaching, and support to enhance team skills and capabilities.

• Hiring: ensuring a strong pipeline of quality candidates by consistently engaging in conversations with potential candidates and organizations that lead to opportunities to engage in hiring discussions

• Collaboration: Work closely with advisor sales team members, operations, sales management and others to align sales efforts with broader business strategies.

• Process Optimization: Continuously refine sales processes, tools, and technology to maximize team efficiency and effectiveness.

• Market Insights: Stay informed about industry trends, competitor activities, and client needs to guide sales strategy and decision-making.

• Some travel required

Qualifications:

• Proven experience in a sales role, ideally within the asset management or financial services industry.

• Demonstrated ability to drive both tactical execution and strategic planning in a fast-paced sales environment.

• A record of coaching and motivating teams to achieve and exceed sales targets.

• Leadership, communication, and interpersonal skills.

• Proficient in CRM systems and data analysis to track and manage sales performance.

• Knowledge of asset management products, financial markets and deep knowledge of the financial advisor ecosystem.

• Ability to motivate and lead a team, fostering a high-performance and collaborative culture.

• A track record working in Inside Sales with a consultative approach is an asset

• CSC required, other designations are an asset (CIM, CFP, CFA, CAIA, etc.)

• Strong analytical and problem-solving skills with a results-oriented mindset.

Salary

$69,000.00 - $129,000.00

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:

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 .

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.