Regional Sales Manager Associate, BMO InvestorLine
BMO — 10 Locations
Posted 2026-08-24
Application Deadline: 09/10/2026 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service 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. Key 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, d