Regional Sales Manager

BMO U.S.

Sales Support role at BMO InvestorLine managing onboarding and enhancing client relationships with Private Bankers. Ensuring smooth transitions and efficient account management processes.

Posted 6/10/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$38,500 - CA$71,000 per yearWebsite

About the role

Key responsibilities & impact

Delivers proactive sales support to sales teams and internal partners
Manages client onboarding administration by processing account opening documentation and related paperwork
Liaises with clients post-sale to collect outstanding documentation and provide updates
Partners with RSMs to support sales conversion ensuring all administrative steps are completed quickly
Reviews documentation for completeness and accuracy
Coordinates and tracks onboarding progress
Provides sales support to RSMs and other partners
Builds and maintains strong relationships with Private Bankers
Stays current on products, processes, and regulatory requirements
Contributes to the continuous improvement of processes and procedures
Assists with preparation of client materials as needed
Organizes and manages workflow effectively across onboarding files

Requirements

What you’ll need

2–3 years of relevant experience
Post-secondary degree in a related field, or equivalent combination of education and experience
French language proficiency is considered an asset
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
Fluency in French and English.

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client onboardingdocumentation processingsales supportadministrative managementworkflow managementanalytical skillsproblem-solving skillsproduct knowledgeregulatory requirements

Soft Skills

effective communicationorganizational skillstime managementcollaborationrelationship building

Certifications

post-secondary degree