Regional Sales Manager Associate, BMO InvestorLine

BMO•Calgary, AB

2d•CA$36,600 - CA$67,500•Remote

About The Position

The RSM Associate plays a critical role in converting new business into funded, active client relationships. Partnering closely with the Regional Sales Managers (RSM), this role owns the onboarding journey end‑to‑end, ensuring a smooth, accurate, and professional experience while strengthening relationships with Private Bankers to support continued sales growth.

Requirements

2–3 years of relevant experience, along with a post-secondary degree in a related field, or an equivalent combination of education and experience
2–3 years of relevant experience and/or industry certification in a related field, or an equivalent combination of education and experience
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

Delivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experience
Manage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficiently
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
Provide sales support to RSMs, Private Bankers, and other partners to help drive business results and improve conversion outcomes
Build and maintain strong relationships with Private Bankers and other partners 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
Deliver a high-quality client experience through responsive, knowledgeable, and professional service during the onboarding journey
Stay current on products, processes, and regulatory requirements to ensure accurate handling of client accounts
Contribute to the continuous improvement of processes and procedures
Assist with preparation of client materials such as onboarding documentation packages or supporting sales proposals where needed
Organize and manage workflow effectively to ensure accuracy, completeness, and timely execution across multiple onboarding files
Collaborate with internal partners to remove roadblocks and support efficient onboarding execution
Support reporting, tracking, and process improvements by maintaining organized records and contributing to workflow enhancements
Contribute to broader sales and onboarding initiatives (e.g., training support, process updates, or program execution) as needed
Broader work or accountabilities may be assigned based on business needs and priorities