Regional Sales Manager Associate, BMO InvestorLine

Final date to receive applications:07/19/2026

Address:

VIRTUAL(R)62 - REMOTE/TELETRAVAIL - SK - BMOJob Family Group:

Wealth Sales & Service The RSM Associate plays a critical role in converting new 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 Responsibilities Delivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experience

Manage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficiently

Liaise directly with clients post-sale to collect outstanding documentation, provide updates, and move accounts through onboarding to completion

Partner closely with RSMs to support sales conversion by ensuring all post-sale administrative steps are completed quickly and without friction

Review documentation for completeness and accuracy to minimize deficiencies, delays, and rework

Coordinate and track onboarding progress through consistent follow-ups with clients and internal stakeholders

Provide sales support to RSMs, Private Bankers, and other partners to help drive business results and improve conversion outcomes

Build and maintain strong relationships with Private Bankers and other partners to enhance collaboration, trust, and ongoing sales effectiveness

Coach and guide Private Bankers and other partners on onboarding requirements, documentation standards, and process best practices

Deliver a high-quality client experience through responsive, knowledgeable, and professional service during the onboarding journey

Stay current on products, processes, and regulatory requirements to ensure accurate handling of client accounts

Contribute to the continuous improvement of processes and procedures

Assist with preparation of client materials such as onboarding documentation packages or supporting sales proposals where needed

Organize and manage workflow effectively to ensure accuracy, completeness, and timely execution across multiple onboarding files

Collaborate with internal partners to remove roadblocks and support efficient onboarding execution

Support reporting, tracking, and process improvements by maintaining organized records and contributing to workflow enhancements

Contribute to broader sales and onboarding initiatives (e.g., training support, process updates, or program execution) as needed

Broader work or accountabilities may be assigned based on business needs and priorities

Additional Requirements:

2–3 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 experience

Strong product knowledge and specialized expertise

Effective verbal and written communication skills

Strong organizational and time management capabilities

Proven ability to collaborate and work effectively within a team Solid analytical and problem-solving skills

Salary :$36,600.00 - $67,500.00

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…