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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 InvestorLine 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.

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 Channel to ensure optimum representation of InvestorLine Products

• Provide ongoing sales support, training, and coaching to the assigned region of the Channel to optimize sales and channel performance

• Work with InvestorLine, 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 InvestorLine LOB

• Identify and provide product specific training when appropriate to sales force

• Provide sales support for InvestorLine National Sales Campaigns and Programs

• Work together with other functional groups in InvestorLine 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 InvestorLine at local market functions, soliciting feedback from the retail channel

• Act as the key contact for InvestorLine, 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 InvestorLine 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 InvestorLine 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 InvestorLine objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets

• Assists in managing customer escalations

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine

Planning

• Develop tactical plans to meet annual growth, retention targets and other KPIs

• Develop and update annual territory business plan by identifying needs, analyzing potential options, and assessing expected return on investment towards execution of sales target

• 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 National Sales Manager

Qualifications

Knowledge:

• Undergraduate University Degree

• 5-10 years Investment Sales Experience

• CSC course completion, and further certifications towards CIRO licencing is mandatory within 6 months

• PFP or CFP is an asset

• Seasoned professional with a combination of education, experience, and industry knowledge

• In-depth knowledge of investment products and financial markets

• In depth knowledge of online investing brokerage platforms, pricing, and process

• In-depth knowledge of competitive marketplace and trends in InvestorLine Product offerings

• In-depth knowledge of sales strategies and tactics, focusing on high net worth prospects and clients

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

• Experience with Salesforce

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

Specialized Skills/Training:

• Proven investment sales success is mandatory

• Exceptional sales & customer service orientation skills

• Exceptional networking, presentation, facilitation, and relationship building skills

• Exceptional interpersonal and communication skills

• Demonstrated ability to set priorities clearly and decisively

• Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests

• Strong problem-solving and multitasking skills

• Reliable in meeting deadlines

• Sound business planning and organization skills and ability to manage multiple priorities

• Strong verbal and written communication skills with an ability to adapt communication style depending on audience

• Collaboration & team skills; with a focus on cross-group collaboration

• Ability to work independently under minimal supervision

• Ability to manage ambiguity

Additional Requirements:

• Extensive travel (80-100%) within assigned region

• Work schedule to include evenings and weekends for business meetings, conferences, internal and client events

• Broader work or accountabilities may be assigned as needed

Salaire :

Type de rémunération :

Ce 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-globale

À propos de nous

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO 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.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.