Date limite pour présenter sa candidature :
09/20/2026
Adresse :
4470 West Saanich Road
Groupe de famille d'emploi :
Solutions clientèle
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.
This position will cover mainly, but not limited to, the Vancouver Island (Victoria), B.C. Interior, and Saskatchewan.
KEY DIMENSIONS Sales & Channel Support Establish, develop, and manage relationships with the assigned region of the Retail Distribution and Private Wealth Channels 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 the key 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 workplace 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 and retention) 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
Take ownership in managing customer escalations and after sales service
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 report to National Sales Manager
ACCOUNTABILITIES Sales & Channel Support Establish, develop, and manage relationships with the assigned region of the Retail Distribution and Private Wealth Channels 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 the key 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 setting 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 and retention) 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

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📌 Regional sales manager, bmo investorline (British Columbia)
🏢 BMO Financial Group
📍 British Columbia