Regional Sales Manager, Retail Investments - Global Asset Management

Application Deadline:

07/03/2026

Address: 119 rue St-Jacques ouest

Job Family Group:

Customer Solutions

Territory: East of Montreal branches and East of Quebec branches

Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region.

Sales & Channel Support:

Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products

Provide ongoing sales support to the assigned region of the retail Distribution Channel

Work with Retail Investments, 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 Retail Investments LOB

Identify and provide product specific training when appropriate to sales force

Provide sales support for Retail Investments National Sales Campaigns and Programs

Work together with other functional groups in Retail Investments 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 PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National 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 Retail Investments at local market functions, soliciting feedback from the retail channel

Act as the key contact for Retail Investments, 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 Retail Investments profitability and LOB goals

Understand and assess ongoing opportunities for National Sales Programs

Sales & Service Delivery:

Identify gaps, issues, and best practices by monitoring of Retail Investments 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 Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets

Planning:

Assist in developing tactical plans to meet annual growth and retention targets

Prepare/update and implement annual territory business plan

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 Regional Sales Leader

Qualifications:

Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.

Bilingualism French and English

Self-autonomous; entrepreneurial skills

Completion of IFIC or CSC; ideally have the IQPF or CIM or FCSI or CFA is an asset.

In-depth knowledge of investment products and markets

In-depth knowledge of sales strategies

In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings

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

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

You're fluent in French and English to support business operations outside the province of Quebec.

Salary:

$69,000.00 - $129,000.00

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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards