The RSM Associate plays a critical role in converting recent business into funded, active client relationships. Partnering closely with the Regional Sales Managers (RSM), this role owns the onboarding journey end‑to‑end, ensuring a smooth, accurate, and professional experience while strengthening relationships with Private Bankers to support continued sales growth.Key ResponsibilitiesDelivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experienceManage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficientlyLiaise directly with clients post‑sale to collect outstanding documentation, provide updates, and move accounts through onboarding to completionPartner closely with RSMs to support sales conversion by ensuring all post‑sale administrative steps are completed quickly and without frictionReview documentation for completeness and accuracy to minimize deficiencies, delays, and reworkCoordinate and track onboarding progress through consistent follow‑ups with clients and internal stakeholdersProvide sales support to RSMs, Private Bankers, and other partners to help drive business results and improve conversion outcomesBuild and maintain strong relationships with Private Bankers and other partners to enhance collaboration, trust, and ongoing sales effectivenessCoach and guide Private Bankers and other partners on onboarding requirements, documentation standards, and process best practicesDeliver a high‑quality client experience through responsive, knowledgeable, and professional service during the onboarding journeyStay current on products, processes,



and regulatory requirements to ensure accurate handling of client accountsContribute to the continuous improvement of processes and proceduresAssist with preparation of client materials such as onboarding documentation packages or supporting sales proposals where neededOrganize and manage workflow effectively to ensure accuracy, completeness, and timely execution across multiple onboarding filesCollaborate with internal partners to remove roadblocks and support efficient onboarding executionSupport reporting, tracking, and process improvements by maintaining organized records and contributing to workflow enhancementsContribute to broader sales and onboarding initiatives (e.G., training support, process updates, or program execution) as neededBroader work or accountabilities may be assigned based on business needs and prioritiesQualifications and Experience2-3 years of relevant experience, along with a post‑secondary degree in a related field, or an equivalent combination of education and experience2-3 years of relevant experience and/or industry certification in a related field,



or an equivalent combination of education and experienceStrong product knowledge and specialized expertiseEffective verbal and written communication skillsStrong organizational and time management capabilitiesProven ability to collaborate and work effectively within a teamSolid analytical and problem‑solving skillsCompensationSalary: $36,600.00 - $67,500.00Type de rémunération : SalaireCe qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne‑retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.Bmo.Com/ca/fr/R%C3%A9mun%C3%A9ration-globaleEEO and Accessibility StatementBMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.#J-18808-Ljbffr

📌 Regional Sales Manager Associate, Bmo Investorline - $36,600 - $67,500 A Year (Montague)
🏢 BMO Investorline
📍 Montague