Regional Sales Manager, BMO Investorline

Bank of Montreal; Calgary; On-site; CAD 68,000 - 126,000; Full time

Job summary

A leading financial institution is seeking a Regional Sales Manager to drive the growth of its Digital Wealth Business. This role involves strategic leadership, client engagement, and sales effectiveness in the Calgary region. The successful candidate will have extensive investment sales experience and a strong understanding of financial products and markets, supporting the delivery of exceptional client experiences.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 5-10 years Investment Sales Experience required.
• CSC course completion and further certifications towards CIRO licensing mandatory within 6 months.
• PFP or CFP is an asset.

Responsibilities

• Establish and manage relationships with the Retail Distribution Channel.
• Provide ongoing sales support, training, and coaching.
• Develop tactical plans to meet annual growth and retention targets.

Skills

Sales & customer service orientation

Networking

Relationship building

Problem-solving

Communication

Education

Undergraduate University Degree

Tools

Salesforce

Job description

Application Deadline:

06/29/2025

Address:

8888 Country Hills Blvd NW

Job Family Group:

Customer Solutions

Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO’s Digital Wealth Business.

The Regional Sales Manager is a client and partner facing sales leader for BMO InvestorLine primarily delivered through BMO’s Retail and Wealth Partners and is accountable for ongoing sales effectiveness of BMO’s Digital Wealth Platforms in the assigned region.

This position will cover mainly, but not limited to, the Greater Calgary / Alberta Central Area.

KEY DIMENSIONS

Sales & Channel Support

Relationship/Channel Management

Sales and Service Delivery

Planning

ACCOUNTABILITIES

Sales & Channel Support

• Establish, develop, and manage relationships with the assigned region of the Retail Distribution Channel to ensure optimum representation of InvestorLine Products

• Provide ongoing sales support, training, and coaching to the assigned region of the Channel to optimize sales and channel performance

• Work with InvestorLine, Product Delivery Groups to establish requirements for sales tools, training, and process development, to execute against the sales delivery strategy and customer positioning of the InvestorLine LOB

• Identify and provide product specific training when appropriate to sales force

• Provide sales support for InvestorLine National Sales Campaigns and Programs

• Work together with other functional groups in InvestorLine providing feedback and recommendations on the development of sales and support tools, growth, and retention targets to build revenue and maximize sales

• Co-ordinates requirements across Wealth and P&C channels for bringing new ideas for new products, service, and process development to the National Director of Sales

Relationship/Channel Management

• Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups

• Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums

• Act as the point person, representing InvestorLine at local market functions, soliciting feedback from the retail channel

• Act as thekey contact for InvestorLine, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable)

• Ensure a thorough understanding of competitor activities to identify potential opportunities and threats

• Assess impact of competitive environment and local industry relations and recommend actions to address and support InvestorLine profitability and LOB goals

• Understand and assess ongoing opportunities for National Sales Programs

• Supports and enhances the delivery of the desired client experience through distribution 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

Sales & Service Delivery

• Identify gaps, issues, and best practices by monitoring of InvestorLine sales and service (growth andretention) targets against District/Area/Branch plans

• Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.)

• Foster a sales culture of goal achievement and superior customer satisfaction

• Keep current with sales technology and tracking systems

• Contribute to InvestorLine objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets

• Assists in managing customer escalations

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine

Planning

• Develop tactical plans to meet annual growth, retention targets and other KPIs

• Develop and update annual territory business plan by identifying needs, analyzing potential options, and assessing expected return on investment towards execution of sales target

• Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives

• Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff

• Attend weekly team conference call and submit weekly activities reportto National Sales Manager

Qualifications

Knowledge:

• Undergraduate University Degree

• 5-10 years Investment Sales Experience

• CSC course completion, and further certifications towards CIRO licencing is mandatory within 6 months

• PFP or CFP is an asset

• Seasoned professional with a combination of education, experience, and industry knowledge

• In-depth knowledge of investment products and financial markets

• In depth knowledge of online investing brokerage platforms, pricing, and process

• In-depth knowledge of competitive marketplace and trends in InvestorLine Product offerings

• In-depth knowledge of sales strategies and tactics, focusing on high net worth prospects and clients

• In-depth knowledge of Bank products, services, organization, and Banking Group interrelationships

• Experience with Salesforce

• Ability to take in knowledge and resolve a magnitude of diverse, complex, and ambiguous issues

Specialized Skills/Training:

• Proven investment sales success is mandatory

• Exceptional sales & customer service orientation skills

• Exceptional networking, presentation, facilitation, and relationship building skills

• Exceptional interpersonal and communication skills

• Demonstrated ability to set priorities clearly and decisively

• Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests

• Strong problem-solving and multitasking skills

• Reliable in meeting deadlines

• Sound business planning and organization skills and ability to manage multiple priorities

• Strong verbal and written communication skills with an ability to adapt communication style depending on audience

• Collaboration & team skills; with a focus on cross-group collaboration

• Ability to work independently under minimal supervision

• Ability to manage ambiguity

Additional Requirements:

• Extensive travel (80-100%) within assigned region

• Work schedule to include evenings and weekends for business meetings, conferences, internal and client events

• Broader work or accountabilities may be assigned as needed

Salary:

$68,000.00 - $126,000.00

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.