11/29/2024

Address:

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Customer Solutions

Drives national sales results for BMO InvestorLine by managing the Regional Sales Manager Team across the geography of Canada. Increase sales via internal BMO Channels by improving BMO Emoloyees' product knowledge expertise and customer needs conversations in order to provide solutions in the best interests of customers. Gathers and shares insights about the product, processes, and client experience to continuously improve the market offer.

• Provides training and coaching to optimize sales and channel performance
• Supports a variety of national and regional programs to drive overall business growth
• Assists in managing the customer escalation process
• Acts as a subject matter expert on relevant regulations and policies.
• Organizes and manages regular sales meetings to enhance the effectiveness and efficiency of the sales force.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Develops a business plan by identifying needs, analyzing potential options and assessing expected return on investment towards execution of sales target
• Identifies gaps and opportunities in the business plan and recommends solutions to achieve results.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Influences and negotiates to achieve business objectives.
• Assists in the development of strategic plans.
• Obtains feedback on customer needs and expectations and proactively shares with product managers for enhancing product features and creating new products.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Tracks and monitors the impact of product features, benefits, price on customer behaviour and uses this knowledge to assess and recommend new product and pricing strategies.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Supports the development of training materials and presentations to enhance employee effectiveness.
• Supports and enhances the delivery of the desired client experience through sales channels.
• Supports regional and national sales & marketing programs to drive overall sales effectiveness.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CIRO courses and licensing :CSC, CPH, WME, BMC
• Expert product knowledge.
• Sales management experience
• In depth knowledge on financial markets and products
• In depth knowledge on online investing brokerage platforms, pricing and process
• Training experience preferred.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

$84,000.00 - $156,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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 https://jobs.bmo.com/ca/en.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.