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Added 23 mins ago
Financial Planning Practice Lead - Calgary/Vancouver
Scotiabank
AB · Calgary, AB
…Financial Planning Practice Lead is responsible for enhancing the client and Advisor experience by championing best-in-class financial planning practices. You will lead initiatives that…
Added 37 mins ago
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Bilingual Senior HR Business Partner – Corporate Groups
Radio-Canada
Toronto, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 38 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 38 mins ago
RB
Associate Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 38 mins ago
RB
Client Advisor
Royal Bank of Canada
NS · EAST HANTS, Nova Scotia
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 51 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 51 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 53 mins ago
Commercial Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Timmins, ON
Westland Insurance Group Ltd. is growing and has a new opportunity for a Commercial Insurance Advisor at our offices in our Timmins, ON. Do you love to talk about insurance and provide…
Added 53 mins ago
Insurance Advisor, Dealer Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Penticton, BC
As an Insurance Advisor, Dealer Auto Services you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile…
Added 1 hour ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
…at home.” Our teams work together to provide high quality, client-centred care to those who need it most in their homes, schools, retirement homes and other community settings. Many of our…
Added 1 hour ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Toronto, ON · Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 1 hour ago
R
Associate Advisor
RBC
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 1 hour ago
R
Client Advisor
RBC
NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
…at home.” Our teams work together to provide high quality, client-centred care to those who need it most in their homes, schools, retirement homes and other community settings. Many of our…
Added 1 hour ago
WW
Account Executive - North America
Wello Worldwide
Toronto, ON
- Full-time
As part of an international team, you will have the opportunity to work with colleagues from Sydney all the way to Sao Paulo, from New York to Singapore and be part of an ever-growing…
Added 1 hour ago
Business Advisor - Regional Opportunities - (Kelowna - Vernon) Southeast BC District
Scotiabank
Kelowna, BC
“Following the initial training period (typically 12 weeks), successful candidates will be placed into Business Advisor opportunities based on business needs within a defined geographic…
Added 1 hour ago
PI
Project Technologist
Pinchin in Canada
Kelowna, BC
- Full-time
Be part of a team that values collaboration, accountability, and hands‑on technical work that supports responsible development and healthier communities.
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 1 hour ago
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
…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…
Added 1 hour ago
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Manager, Mutual Fund Governance
BMO
Toronto, ON · Montreal, QC · BMOPLACE
- Full-time
…regulatory requirements, stakeholder needs, and the desired client experience. The role requires a strong understanding of the regulatory landscape, including CIRO Mutual Fund Dealer Rules…
Added 1 hour ago
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Bilingual Personal Insurance Advisor
BrokerLink
Moncton, NB
- Full-time
Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with…
Added 2 hours ago
R
Client Advisor
RBC
Craik, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
Client Service Associate, Insurance and Investments
The Canada Life Assurance Company
Winnipeg, MB
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 2 hours ago
Tourism Development Advisor - Planning and Development Officer 1-2
The Government of Nova Scotia
NS · WINDSOR, NS
Closing Date: 25-Oct-26 (Applications are accepted until 11:59 PM Atlantic Time)
Added 2 hours ago
GO
Tourism Development Advisor - Planning and Development Officer 1-2
Government of Nova Scotia
Windsor, NS
- Full-time
Closing Date: 25-Oct-26 (Applications are accepted until 11:59 PM Atlantic Time)

BMO

Regional Manager, Retail Insurance

Montreal, QC, Canada
HO, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Oct 31, 2026
Experience: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 5, 2026

Original job description

Application Deadline:

10/30/2026

Address:

105-119-129 rue St-Jacques O

Job Family Group:

Customer Solutions

Drives sales results for designated products being sold through internal BMO channels by improving BMO employees’ product knowledge expertise and customer needs conversations in order to provide solutions in the best interests of customers. Provides training and coaching to optimize sales and channel performance. Supports a variety of national and regional programs to drive overall business growth. Gathers and shares insights about the product, processes, and client experience to continuously improve the market offer.

Territory: Branches located in downtown Montreal, West Island, Laurentians and Gatineau regions

Understands and works towards the business plan for the designated products.
Identifies gaps and opportunities in the business plan and recommends solutions to achieve results.
Assists in managing the customer escalation process related to new features, benefits and price.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Assists in the development of strategic plans.
Provides input into the development of training support programs and tools for the entire sales force.
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.
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.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Provides input into the planning and implementation of operational programs.
Organizes and manages regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force.
Provide sales training and coaching to maximize sales channel effectiveness.
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.
Leads/participates in the design, implementation and management of core business/group processes.
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.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
In-depth product knowledge.
Training experience preferred.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

You're fluent in French and English to support business operations outside the province of Quebec.

Salary:

$70,000.00 - $150,000.00

Pay Type:

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

About Us

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.

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More about this job

Responsibilities

The Regional Manager drives sales results by providing training, coaching, and product expertise to internal channels within designated regions. They also analyze business performance, manage customer escalations, and collaborate with stakeholders to implement strategic initiatives.

Requirements

Candidates typically require 5-7 years of relevant experience and a post-secondary degree in a related field. Proficiency in both French and English is mandatory, along with in-depth product knowledge and strong analytical skills.

Skills

Sales management
Product knowledge
Training and coaching
Strategic planning
Business analysis
Change management
Communication
Collaboration
Problem solving
Data-driven decision making
Negotiation
Influencing
Risk management
Reporting
Stakeholder management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Retail Insurance
Sales Strategy
Business Planning
Coaching
Training Programs
Market Analysis
Customer Experience
Risk Management Framework
Change Management
Stakeholder Management
Data Analysis
Dashboards
Strategic Initiatives
Product Management
Financial Services
Communication Skills
Analytical Skills
Negotiation
Performance Optimization
Operational Programs

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