Regional Sales Manager, Retail Investments - Global Asset Management

BMO

Montreal, QC, Canada
Base: $69,000.00 - $129,000.00; bonus/equity: may ...
5-7 years financial planning or branch management experience
Bilingualism in french and english required
In-depth knowledge of investment products and markets
The Regional Sales Manager provides leadership and sales support for Retail Investments products across branches east of Montreal and Quebec

Job Summary

  • The Regional Sales Manager provides leadership and sales support for Retail Investments products across branches east of Montreal and Quebec.
  • This role requires building industry relations, monitoring competitor activities, and fostering a culture of goal achievement within the assigned territory.
  • BMO offers a competitive compensation package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

The Regional Sales Manager provides leadership and sales support for Retail Investments products across branches east of Montreal and Quebec.

Salary

Base: $69,000.00 - $129,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 5-7 years financial planning or branch management experience
  • Bilingualism in French and English required
  • In-depth knowledge of investment products and markets
  • Ability to manage territorial budget and travel plans
  • Experience with retail distribution channel sales support

Nice-to-have

  • Entrepreneurial skills and self-autonomy
  • IQPF, CIM, FCSI, or CFA certification
  • Knowledge of banking group interrelationships
  • Experience with national sales campaigns
  • Strong stakeholder management capabilities

Key Requirements

  • Post-secondary degree in related field
  • Completion of IFIC or CSC certification
  • 5-7 years relevant experience in Financial Planning or Branch Management

Work Rights

Not specified

Tailored Resume

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