Application Deadline: 10/08/2026 Address: rue St-Jacques O Job Family Group:Customer Solutions About the job 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 Ouest de l"ile de Montreal area.KEY DIMENSIONSSales & Channel SupportRelationship/Channel ManagementSales and Service DeliveryPlanningAccountabilitiesSales & Channel SupportEstablish, develop, and manage relationships with the assigned region of the Retail Distribution Channel to ensure optimum representation of InvestorLine ProductsProvide ongoing sales support, training, and coaching to the assigned region of the Channel to optimize sales and channel performanceWork 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 LOBIdentify and provide product specific training when appropriate to sales forceProvide sales support for InvestorLine National Sales Campaigns and ProgramsWork 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 salesCo-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 ManagementOptimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional GroupsBuild and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forumsAct as the point person, representing InvestorLine at local market functions, soliciting feedback from the retail channelAct 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 threatsAssess impact of competitive environment and local industry relations and recommend actions to address and support InvestorLine profitability and LOB goalsUnderstand and assess ongoing opportunities for National Sales ProgramsSupports and enhances the delivery of the desired client experience through distribution channelsSupports regional and national sales & marketing programs to drive overall sales effectivenessCollaborates effectively with internal stakeholders to build capability and drive business growth Sales & Service DeliveryIdentify gaps, issues, and best practices by monitoring of InvestorLine sales and service (growth and retention) targets against District/Area/Branch plansAssist 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 satisfactionKeep current with sales technology and tracking systemsContribute to InvestorLine objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targetsAssists in managing customer escalationsApplies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine PlanningDevelop tactical plans to meet annual growth, retention targets and other KPIsDevelop and update annual territory business plan by identifying needs, analyzing potential options, and assessing expected return on investment towards execution of sales targetContribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiativesDevelop 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 staffAttend weekly team conference call and submit weekly activities report to National Sales Manager QualificationsKnowledge:Undergraduate University Degree5-10 years Investment Sales ExperienceCompleted CSC, CPH and DFOL preferredFurther certifications towards WME/CIRO licensing will be mandatory within a specified timePFP or CFP is an assetSeasoned qualified with a combination of education, experience, and industry knowledgeIn-depth knowledge of investment products and financial marketsIn depth knowledge of online investing brokerage platforms, pricing, and processIn-depth knowledge of competitive marketplace and trends in InvestorLine Product offeringsIn-depth knowledge of sales strategies and tactics, focusing on high net worth prospects and clientsIn-depth knowledge of

📌 Regional Sales Manager, Bmo Investorline (Beloeil)
🏢 BMO Financial
📍 Beloeil