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Bank of Montreal

Runs Canadian and US banks for people and firms

Divisional Sales Manager

Field SalesConfirmed live in the last 24 hours
Full-timeVancouver, BC, CanadaIn-person

About the Job

Requirements

  • Typically 7+ years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Complete CIRO courses and licensing: Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME), and BMO’s course (BMC).
  • Demonstrate sales leadership and people management experience.
  • Have a proven track record of delivering sales results through coaching, performance management, and disciplined execution.
  • Demonstrate the ability to improve individual and team productivity through clear expectations, targeted coaching, development, and accountability.
  • Demonstrate a business-owner mindset, including accountability for performance, informed decision-making, resource stewardship, initiative, and follow-through.
  • Have experience developing and executing sales plans, forecasts, business reviews, and growth strategies.
  • Demonstrate the ability to lead geographically dispersed sales teams.
  • Have expert knowledge of financial markets, investment products, and wealth solutions.
  • Have in-depth knowledge of online investing brokerage platforms, pricing, and operational processes.
  • Have strong commercial and business acumen.
  • Have strong relationship management, stakeholder engagement, and partnership-building capabilities.
  • Demonstrate the ability to move with pace, manage competing priorities, and lead through change.
  • Demonstrate commitment to continuous improvement and strengthening business performance.
  • Have expert verbal and written communication skills.
  • Have expert analytical and problem-solving skills.
  • Have expert influence and negotiation skills.
  • Have expert collaboration and cross-functional leadership skills.
  • Have strong data-driven decision-making capabilities.
  • Be able to manage ambiguity and make timely decisions.

Responsibilities

  • Lead, coach, and develop Regional Sales Managers to achieve individual and divisional sales objectives.
  • Have direct accountability for the division’s sales results and contribute to overall BMO InvestorLine national objectives through strong divisional performance.
  • Establish clear performance expectations, success measures, and accountability standards for each Regional Sales Manager.
  • Drive full productivity across the Regional Sales Manager team through regular business reviews, performance management, targeted coaching, development planning, and timely action.
  • Develop and execute divisional business plans by identifying needs, assessing opportunities, and establishing clear priorities to achieve sales targets.
  • Own divisional sales forecasting, pipeline management, performance monitoring, and business reporting.
  • Identify performance gaps, business risks, and growth opportunities and implement action plans to improve results.
  • Lead with a business-owner mindset by maintaining a comprehensive understanding of the division’s performance, people, partnerships, opportunities, and priorities.
  • Make informed and timely decisions, demonstrate sound stewardship of resources, and focus team capacity on activities with the greatest business impact.
  • Develop and maintain strategic partnerships with leaders across BMO distribution channels to identify opportunities, strengthen collaboration, and drive business growth.
  • Influence and negotiate with internal stakeholders to advance divisional priorities, remove barriers, and improve sales outcomes.
  • Provide strategic input and recommendations to senior leaders regarding divisional performance, market opportunities, business risks, and growth priorities.
  • Lead divisional sales meetings, planning sessions, business reviews, and coaching activities to improve sales force effectiveness.
  • Support sales enablement initiatives, training programs, presentations, and conferences that strengthen product knowledge, sales capability, and client conversations.
  • Lead the implementation of broader BMO InvestorLine sales, marketing, and business initiatives within the assigned division.
  • Support and enhance delivery of the desired client experience through BMO sales channels.
  • Assist in managing customer escalations and issue resolution, ensuring timely and appropriate follow-through.
  • Act as a subject matter expert on relevant regulations, policies, sales practices, and BMO InvestorLine solutions.
  • Obtain and share feedback on client needs, partner experiences, products, and processes to identify opportunities for improvement.
  • Analyze sales performance, pipeline activity, market conditions, and client behaviour to provide insights and recommendations.
  • Act with urgency and move with pace to address business needs, remove barriers, respond to changing conditions, and advance priorities.
  • Promote continuous improvement by challenging existing practices and identifying practical ways to improve productivity, execution, partner engagement, client outcomes, and business performance.
  • Lead divisional change initiatives, including planning, stakeholder engagement, communication, execution, evaluation, and sustainment.
  • Build a high-performing and inclusive sales culture focused on accountability, collaboration, continuous improvement, and client outcomes.
  • Oversee performance management, talent development, succession planning, recruitment, workforce planning, and employee engagement.
  • Contribute divisional insights and effective practices to support the broader BMO InvestorLine sales organization.
  • Perform additional divisional or business accountabilities as assigned.

Desired Qualifications

  • Training, coaching, and facilitation experience.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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