Regional Manager, Retail Insurance

bmo; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Commission/bonus potential

Job summary

Bank of Montreal (BMO) Insurance seeks a knowledgeable sales professional to drive results for designated products through internal channels. You will enhance product knowledge, engage customers, and provide solutions aligned with customer interests.

Role involves training and coaching colleagues, supporting national and regional programs, and gathering insights to improve product features and pricing. You will partner with product managers and stakeholders to implement strategic initiatives and

Qualifications

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth product knowledge.
• Training experience preferred.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - I

Responsibilities

• 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.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• 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.
• 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.
• 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.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; developers tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• 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 effective with internal stakeholders to build capability and drive business growth.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• 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.

Skills

Product knowledge

Training

Communication

Collaboration

Analytical thinking

Education

Post-secondary degree

Job description

Application Deadline:

10/30/2026

Address:

105-119-129 rue St-Jacques O

Job Family Group:

Customer Solutions

#bmoinsurance

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.

Territory: Branches located in downtown Montreal, West Island, Laurentians and Gatineau regions

• 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.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• 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.
• 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.
• 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.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; developers tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• 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 effective with internal stakeholders to build capability and drive business growth.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• 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 between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth product knowledge.
• Training experience preferred.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - I