Posted: June 26, 2026
Regional Sales Manager Associate - BMO, Alberta is listed at BMO on The Beaver Board. Apply using the link below to reach the employer's official application page. Browse more jobs at BMO.
As a Regional Sales Manager Associate with BMO InvestorLine, you will play a pivotal role in ensuring a seamless and professional experience for new clients. This position is crucial for converting new business into funded, active client relationships by expertly managing the entire onboarding process. Working closely with Regional Sales Managers (RSM) and Private Bankers, you will provide essential sales support, strengthening key internal partnerships and contributing directly to continued sales growth for BMO. Your commitment to accuracy and efficiency in handling client accounts will be paramount, ensuring that every new client’s journey with BMO is positive and without friction. This remote opportunity in Alberta offers a chance to make a significant impact within the wealth sales and service group at BMO.
The core of this role involves meticulous client onboarding administration, including the accurate and efficient processing of account opening documentation, transfer forms, and various account maintenance requests. You will liaise directly with clients post-sale to collect any outstanding documentation, provide timely updates, and guide accounts through to completion. A critical aspect is partnering closely with RSMs to support sales conversion by ensuring all post-sale administrative steps are completed quickly and effectively. This includes reviewing documentation for completeness to minimize deficiencies and delays. You will also provide ongoing sales support to RSMs, Private Bankers, and other internal partners, helping to drive business results and improve conversion outcomes. Building and maintaining strong relationships with these partners is essential for enhancing collaboration, trust, and overall sales effectiveness within BMO. Furthermore, you will coach and guide partners on onboarding requirements, documentation standards, and process best practices, contributing to continuous improvement.
To excel in this Regional Sales Manager Associate role at BMO, candidates should bring 2-3 years of relevant experience, ideally complemented by a post-secondary degree in a related field or an equivalent combination of education and experience. Strong product knowledge and specialized expertise are highly valued, enabling you to provide knowledgeable and professional service during the client onboarding journey. Effective verbal and written communication skills are essential for liaising with clients and internal partners, while strong organizational and time management capabilities will ensure accuracy and timely execution across multiple onboarding files. The proven ability to collaborate effectively within a team, coupled with solid analytical and problem-solving skills, will be key to removing roadblocks and supporting efficient onboarding execution. Joining BMO means becoming part of a team that values your contribution, offering tools and resources for growth, and supporting you in making an impact from day one. This position offers a competitive salary range and comprehensive benefits, reflecting BMO's commitment to its employees.
