Salary :
Activate JobCopilot
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Regional Sales Manager Associate, BMO InvestorLine based in Canada.
This role is a key driver of post-sale success within a wealth management environment, focused on transforming new client interest into fully funded, active investment relationships. You will support Regional Sales Managers and Private Bankers by ensuring a seamless onboarding experience from application to account activation. Acting as a critical bridge between sales, operations, and clients, you will manage documentation accuracy, coordinate onboarding workflows, and remove friction points that could delay conversion. The position requires strong attention to detail, excellent communication skills, and the ability to manage multiple client files simultaneously in a fast-paced financial services setting. You will play a direct role in improving client experience, strengthening advisor relationships, and increasing overall sales effectiveness. This is a collaborative, client-focused role where operational excellence directly impacts business growth.
Accountabilities:
- Support Regional Sales Managers and Private Bankers by driving post-sale execution and improving client conversion to funded accounts.
- Manage the end-to-end onboarding process, including account openings, transfers, maintenance requests, and required documentation.
- Liaise directly with clients to collect missing information, provide updates, and ensure smooth progression through onboarding stages.
- Review documentation for accuracy and completeness to reduce delays, rework, and compliance risks.
- Coordinate onboarding workflows and proactively track progress across multiple client files and stakeholders.
- Support internal teams by resolving onboarding issues and removing operational barriers to completion.
- Maintain organized records and contribute to reporting, process improvements, and workflow optimization initiatives.
- Provide guidance to partners on onboarding requirements, documentation standards, and best practices.
- Deliver a high-quality client experience through responsive and professional communication throughout the onboarding journey.
Requirements:
- 2–3 years of experience in financial services, wealth management, client onboarding, sales support, or a related field.
- Post-secondary education in business, finance, or a related discipline, or equivalent combination of education and experience.
- Strong understanding of financial products and client account processes is highly desirable.
- Excellent organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
- Strong communication skills in both English and French (spoken and written) required.
- High attention to detail with strong analytical and problem-solving abilities.
- Proven ability to collaborate effectively with advisors, clients, and internal stakeholders.
- Comfortable working with administrative systems, documentation workflows, and digital tools.
- Strong customer service mindset with a focus on accuracy, responsiveness, and professionalism.
- Ability to adapt quickly to changing priorities and maintain performance under pressure.
Benefits:
- Competitive salary range: $38,500 – $71,000 CAD (plus potential performance-based incentives)
- Health, dental, and vision insurance coverage
- Retirement savings plans with employer support
- Life and accident insurance coverage
- Tuition reimbursement and learning support programs
- Flexible work arrangements, including remote work across Canada
- Structured onboarding, coaching, and ongoing professional development
- Opportunity to grow within a leading financial services environment
- Access to tools, resources, and internal networks to support career progression.
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