Territory Sales Manager, Grocery

Customer Solutions
Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO's Digital Wealth Business.
The Regional Sales Manager is a client and partner facing sales leader for BMO InvestorLine primarily delivered through BMO's Retail and Wealth Partners and is accountable for ongoing sales effectiveness of BMO's Digital Wealth Platforms in the assigned region.
Sales & Channel Support
Sales and Service Delivery
Planning

Sales & Channel Support
Establish, develop, and manage relationships with the assigned region of the Retail Distribution and Private Wealth Channels to ensure optimum representation of InvestorLine Products
Provide ongoing sales support, training, and coaching to the assigned region of the Channel to optimize sales and channel performance
Work with InvestorLine, Product Delivery Groups to establish requirements for sales tools, training, and process development, to execute against the sales delivery strategy and customer positioning of the InvestorLine LOB
Identify and provide product specific training when appropriate to sales force
Provide sales support for InvestorLine National Sales Campaigns and Programs
Work together with other functional groups in InvestorLine providing feedback and recommendations on the development of sales and support tools, growth, and retention targets to build revenue and maximize sales
Co-ordinates requirements across Wealth and P&C channels for bringing new ideas for new products, service, and process development to the National Director of Sales
Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups
Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums
Act as the point person, representing InvestorLine at local market functions, soliciting feedback from the retail channel
Act as the key contact for InvestorLine, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable)
Assess impact of competitive environment and local industry relations and recommend actions to address and support InvestorLine profitability and LOB goals
Understand and assess ongoing opportunities for National Sales Programs
Supports regional and national sales & marketing programs to drive overall sales effectiveness
Sales & Service Delivery
Identify gaps, issues, and best practices by monitoring of InvestorLine sales and service (growth and retention) targets against District/Area/Branch plans
Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.)
Foster a sales culture of goal achievement and superior customer satisfaction
Keep current with sales technology and tracking systems
Contribute to InvestorLine objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets
Take ownership in managing customer escalations and after sales service
Planning
Develop and update annual territory business plan by identifying needs, analyzing potential options, and assessing expected return on investment towards execution of sales target
Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives
Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff
Attend weekly team conference call and submit weekly activities report to National Sales Manager
Undergraduate University Degree

• 5-10 years Investment Sales Experience
• CSC course completion, and further certifications towards CIRO licencing is mandatory within 6 months / PFP or CFP is an asset OR
• Canadian Investment Regulatory Exam (CIRE) and Firm Training within six month of your start date and Retail Securities Exam (RSE) within 24 months of your start date
• In-depth knowledge of investment products and financial markets
• In depth knowledge of online investing brokerage platforms, pricing, and process
• In-depth knowledge of sales strategies and tactics, focusing on high net worth prospects and clients
• Experience with Salesforce

~ Specialized Skills/Training:
Proven investment sales success is mandatory
Exceptional sales & customer service orientation skills
Exceptional networking, presentation, facilitation, and relationship building skills
Sound business planning and organization skills and ability to manage multiple priorities
Ability to work independently under minimal supervision
Extensive travel (80-100%) within assigned region
Work schedule to include evenings and weekends for business meetings, conferences, internal and client events
Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. It calls on us to create lasting, positive change for our customers, our communities and our people. 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.
Accommodations are available on request for candidates taking part in all aspects of the selection process.