Regional Sales Manager Associate, BMO InvestorLine
New
CanadaFull-TimeMiddle
Salary36,600 - 67,500 CAD per year
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Job Details
- Experience
- 2–3 years of relevant experience
- Required Skills
- Analytical SkillsTime ManagementAccount Management
Requirements
- 2–3 years of relevant experience.
- Post-secondary degree in a related field, or an equivalent combination of education and experience.
- Industry certification in a related field (preferred/alternative).
- 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.
Responsibilities
- Manage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork.
- 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.
- Build and maintain strong relationships with Private Bankers 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.
- Contribute to the continuous improvement of processes and procedures by maintaining organized records and suggesting workflow enhancements.
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