Regional Sales Manager Associate, BMO InvestorLine

Role overview

The Regional Sales Manager Associate supports the conversion of prospective business into active, funded client relationships. Working alongside Regional Sales Managers and private banking partners, this position manages the post-sale onboarding process from start to finish to ensure every client has a smooth, accurate, and professional experience.

What you will do

• Provide hands-on sales support to internal sales teams and business partners to help improve results and customer experience.
• Handle onboarding administration, including account opening forms, transfer paperwork, maintenance requests, and related documents with accuracy and speed.
• Follow up with clients after the sale to gather missing documents, share status updates, and move accounts through the onboarding process.
• Work closely with Regional Sales Managers to keep post-sale steps moving quickly and without unnecessary friction.
• Check forms and supporting documents for completeness and correctness to reduce delays, errors, and rework.
• Monitor onboarding files and keep track of progress through regular follow-ups with clients and internal stakeholders.
• Support Regional Sales Managers, Private Bankers, and other partners in improving conversion and business outcomes.
• Develop strong working relationships with Private Bankers and other internal partners to strengthen collaboration and trust.
• Coach partners on onboarding requirements, documentation standards, and effective process practices.
• Deliver prompt, informed, and professional service throughout the client onboarding journey.
• Stay up to date on products, internal processes, and regulatory requirements to handle accounts accurately.
• Help improve workflows, procedures, and reporting through organized recordkeeping and process support.
• Assist with client-facing materials such as onboarding packages or supporting sales proposals when required.
• Manage multiple onboarding files in an organized way to ensure accuracy and timely completion.
• Work with internal teams to remove blockers and improve onboarding efficiency.
• Contribute to broader sales and onboarding initiatives, including training support, process updates, and program execution as needed.
• Take on additional duties and accountabilities according to business priorities.

Requirements

• Two to three years of relevant experience, together with a post-secondary degree in a related discipline, or an equivalent mix of education and experience.
• Two to three years of relevant experience and/or an industry certification in a related field, or an equivalent combination of education and experience.
• Strong knowledge of products and the ability to apply specialized expertise.
• Clear verbal and written communication skills.
• Good organization and time management abilities.
• Demonstrated ability to work well with others in a team setting.
• Strong analytical thinking and problem-solving skills.

Compensation and benefits

The listed pay range for this salaried role is CAD 36,600 to CAD 67,500. Actual pay may differ based on location, skills, experience, education, and qualifications, and may also include commission. For part-time roles, pay is adjusted based on regularly worked hours. For commission-based roles, the stated range reflects the expected target for the first year.

The overall compensation package may include performance incentives, discretionary bonuses, and other rewards. BMO also provides health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

BMO is focused on creating positive change for customers, communities, and employees by encouraging growth, innovation, and collaboration. The organization offers training, coaching, manager support, and networking opportunities to help employees grow their skills and make an impact from the start.

Inclusion and accommodations

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates participating in any part of the hiring process.

Recruiter notice

BMO accepts resumes only directly from candidates. Unsolicited resumes submitted directly or indirectly will be treated as BMO property, and no placement fee will be paid for them. Recruitment agencies must have a valid, written, fully executed agency agreement before submitting resumes.