Regional Sales Manager Associate, BMO InvestorLine

Application Deadline:07/02/2026Address:VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMOJob Family Group:Wealth Sales & ServiceThe 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 ResponsibilitiesDelivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experienceManage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficientlyLiaise directly with clients post-sale to collect outstanding documentation, provide updates, and move accounts through onboarding to completionPartner closely with RSMs to supp...