Regional Sales Manager, BMO InvestorLine

Final date to receive applications:08/09/2026

Address:4470 West Saanich Road Job Family Group:

Customer Solutions 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 Investor Line 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 Relationship/Channel Management Sales and Service Delivery

Planning 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 Investor Line Products Provide ongoing sales support, training, and coaching to the assigned region of the Channel to optimize sales and channel performance

Work with Investor Line, 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 Investor Line LOB Identify and provide product specific training when appropriate to sales force

Provide sales support for Investor Line National Sales Campaigns and Programs Work together with other functional groups in Investor Line 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 Investor Line at local market functions, soliciting feedback from the retail channel

Act as the key contact for Investor Line, 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 Investor Line 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 Investor Line 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, sponsor ships, external partnerships, retention campaigns, etc.)Foster a sales culture of goal achievement and superior customer satisfaction

Keep current with sales technology…