Regional Digital Wealth Sales Leader

BMO U.S.; Richmond Hill; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group seeks a Regional Sales Manager to lead growth in its Digital Wealth Business across the Ouest de l'île de Montreal area. You will manage relationships with InvestorLine, Retail and Wealth partners, and drive sales effectiveness in the region.

You will coordinate training, tools, and processes, while ensuring alignment with national campaigns and regional goals. Expect extensive travel and strong client facing responsibilities.

Qualifications

• Undergraduate degree required.
• Experience in investment sales preferred.
• Fully bilingual in French and English required.

Responsibilities

• Lead growth of BMO’s Digital Wealth Business in assigned region.
• Provide sales support and coaching to the channel.
• Develop and execute territory business plan and KPIs.
• Collaborate with InvestorLine and Product Delivery Groups.
• Build relationships with Retail Distribution Channel.

Skills

Investment sales

Sales leadership

bilingual (French/English)

Salesforce

Education

Undergraduate University Degree

CSC/CFP/CFP asset

Tools

Salesforce

Job description

BMO Financial Group seeks a Regional Sales Manager to lead growth in its Digital Wealth Business across the Ouest de l'île de Montreal area. You will manage relationships with InvestorLine, Retail and Wealth partners, and drive sales effectiveness in the region.

You will coordinate training, tools, and processes, while ensuring alignment with national campaigns and regional goals. Expect extensive travel and strong client facing responsibilities.