Director, Retail Distribution (Producer-Leader)

BMO U.S.; Calgary; On-site; CAD 86,000 - 185,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO Financial Group is seeking a senior-level professional to drive product knowledge, coaching, and sales performance across internal channels. The role emphasizes expertise in product lines, training delivery, and cross-functional collaboration to achieve strategic growth.

Based in Canada, this leadership position requires strong communication, analytic, and negotiation skills to influence outcomes and support market needs while aligning with BMO's values and strategy.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field.
• Expert product knowledge.
• Sales management experience preferred.
• Training experience preferred.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Responsibilities

• Drive sales results for designated products through internal channels.
• Improve employees’ product knowledge and customer needs conversations to provide solutions.
• Provide training and coaching to optimize sales and channel performance.
• Support regional and national programs to drive growth and gather insights for product improvements.
• Lead strategic initiatives and collaborate with senior leaders to align with business strategy.

Skills

Expert product knowledge

Sales management

Training experience

Verbal communication

Written communication

Analytical thinking

Problem solving

Influence skills

Collaboration

Ambiguity tolerance

Data-driven decision making

Education

Post-secondary degree

Job description

Application Deadline: 10/15/2026 Address: 525 8th Ave SW East Tower Job Family Group: Customer Solutions Drives sales results for designated products being sold through internal BMO channels by improving BMO employees’ product knowledge expertise and customer needs conversations in order to provide solutions in the best interests of customers. Provides training and coaching to optimize sales and channel performance. Supports a variety of national and regional programs to drive overall business growth. Gathers and shares insights about the product, processes, and client experience to continuously improve the market offer. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Understands and works towards the business plan for the designated products. Identifies gaps and opportunities in the business plan and recommends solutions to achieve results. Assists in managing the customer escalation process related to new features, benefits and price. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Influences and negotiates to achieve business objectives. Assists in the development of strategic plans. Provides input into the development of training support programs and tools for the entire sales force. Obtains feedback on customer needs and expectations and proactively shares with product managers for enhancing product features and creating new products. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Tracks and monitors the impact of product features, benefits, price on customer behaviour and uses this knowledge to assess and recommend new product and pricing strategies. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Organizes and manages regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force. Provide sales training and coaching to maximize sales channel effectiveness. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Supports the development of training materials and presentations to enhance employee effectiveness. Leads/participates in the design, implementation and management of core business/group processes. Supports and enhances the delivery of the desired client experience through sales channels. Supports regional and national sales & marketing programs to drive overall sales effectiveness. Collaborates effectively with internal stakeholders to build capability and drive business growth. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Expert product knowledge.
• Sales management experience preferred.
• Training experience preferred.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Salary:

Salary: $85,500.00 - $185,000.00 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

About Us

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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.