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BMO Financial Group Regional Sales Manager in Ottawa, Ontario


1381 Woodroffe Avenue

Job Family Group:

Customer Solutions

This role requires the successful candidate to drive sales by attracting new to BMO clients to our online digital investing platforms, and work with internal partners to grow the business.

The candidate must be comfortable with using social media, online digital channels as well as leveraging their own network to drive sales. Act as a subject matter expert to enhance BMO employees’ product knowledge and expertise, and encourages customer conversations focusing on customer needs and providing solutions in the best interests of customers.

Provides training and coaching to optimize sales and channel performance. Supports a variety of national and regional programs to drive overall business growth.

  • Conducts Virtual Demos of online digital platforms to High Net Worth clients

  • Conducts Seminars & Webinars to the investing public

  • Prospecting business from internal and external sources

  • Reciprocate Referrals to other BMO partners and channels

  • Identifies gaps and opportunities in the business plan and recommends solutions to achieve results.

  • Assists in managing the customer escalation process related to new features, benefits and price.

  • Acts as a trusted advisor to assigned business/group.

  • Influences and negotiates to achieve business objectives.

  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

  • Organizes and manages regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force.

  • Supports the development of training materials and presentations to enhance employee effectiveness.

  • Drives increased product knowledge and expertise through training and coaching of BMO employees.

  • Supports regional and national sales & marketing programs to drive overall sales effectiveness.

  • Collaborates effectively with internal stakeholders to build capability and drive business growth.

  • Provides specialized consulting, analytical and technical support.

  • Exercises judgment to identify, diagnose, and solve problems within given rules

  • Works independently and regularly handles non-routine situations.

  • Broader work or accountabilities may be assigned as needed


  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • CSC, CPH required and WME preferred

  • In-depth knowledge of financial markets and digital investing

  • Deep knowledge and technical proficiency gained through extensive education and business experience in investing and financial products

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

  • Presentation skills.- in depth

  • Data driven decision making - In-depth.

  • External Business development - experienced

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.