Business Development Consultant generating interest in LiveHappy Initiative’s leadership and personal development programs. Managing prospective - client conversations and follow - up through established digital systems.
About the role
- BMO Business Development Manager growing home-financing business through broker, builder, and partner relationships. Driving referrals, market share, and customer outcomes across Calgary and Edmonton.
Responsibilities
- Develop and maintain strategic relationships with centres of influence and third parties, including brokers, brokerages, builders and non-BMO Investment Advisor Offices
- Apply market and industry expertise to deliver a winning customer experience and grow market share
- Identify share of wallet opportunities and refer business opportunities to key partners
- Develop and execute a market business plan to achieve objectives
- Represent sales programs and products in sales calls and at events
- Generate appointments and develop new relationships to grow business results
- Prioritize the market’s client and prospect pipeline
- Support regional sales programs and product delivery to maximize client opportunities and increase referral volume and deal flow
- Train and coach internal and external partners on program/product operational guidelines and regulatory requirements
- Develop solutions and make recommendations based on business strategy and stakeholder needs
- Provide advice and guidance on implementation of solutions
- Collect documentation for onboarding and approval of new partnerships
- Negotiate pricing, underwriting and efficient presentation of applications with brokers, builders and program partners
- Identify and escalate broker/partner behaviour posing fraud, AML, reputation or other risks
- Provide input into planning and implementation of operational programs
- Execute work to deliver timely, accurate and efficient service
- Build effective relationships with internal and external stakeholders
- Analyze data and information to provide insights and recommendations
- Monitor and track referral performance and address issues
- Ensure alignment between stakeholders
- Support strategic initiatives with internal and external stakeholders
- Conduct independent analysis and assessment to resolve strategic issues
- Exercise judgment to identify, diagnose and solve problems
- Take measured risks while protecting the bank under BMO’s Risk Management Framework
Requirements
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- In-depth knowledge of mortgage programs / products and B2B networks
- In-depth presentation skills and time management
- Proven business development success
- Customer-oriented; focused on designing and delivering a great customer experience
- Proactive and collaborative with team members to establish trust and partnerships
- Committed to building strong internal and customer relationships
- Technical proficiency gained through education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem solving skills
- In-depth influence skills
- In-depth data driven decision making
Benefits
- Commission structure
- 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
- Accommodations available on request for candidates taking part in all aspects of the selection process
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