Karim M.

Commander
DISC Type : D

Managing Director, Digital Investing, Wealth and AI at BMO Wealth Management - Canada

Toronto, Ontario, Canada

Overview

Karim has no verified overview

Personality Overview

Very Quick

Decisive

Risk-Taker

They do not care very much about building rapport or relationships.  They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Topics They Care About

Karim has no verified topics they care about

Media Appearances

Karim has no verified media appearances

Work History

2-2025
Managing Director, Digital Investing, Wealth and AI at BMO Wealth Management - Canada
3-2024 - 2-2025
Associate Vice President, Sales Effectiveness, Analytics & MarTech Strategy at Laurentian Bank Financial Group
10-2023 - 4-2024
Associate Vice President, Enterprise Product Analytics & MarTech Strategy at Laurentian Bank Financial Group
10-2021 - 10-2023
Associate Vice President, Client Engagement, Digital Sales, Analytics & Delivery Readiness at Laurentian Bank Financial Group
5-2020 - 4-2021
Director, Qtrade Client Acquisition & Engagement at Aviso Wealth

Education

Master of Business Administration (MBA) from Queen's University
Bachelor of Arts from Toronto Metropolitan University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Managing Director, Digital Investing, Wealth and AI at BMO Wealth Management - Canada
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Insights For Selling To Karim

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karim is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Karim

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Karim move?

  • If convinced, they can reach decisions quite fast.
  • Can Karim take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Karim

Personality Compatibility


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