Regional Sales Manager, Retail Distribution

1 week ago


Victoria, British Columbia, Canada BMO Financial Group Full time
1225 Douglas Street Victoria British Columbia,V8W 2E6

Territory coverage:
Victoria BC


Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products.

The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region.


Sales & Channel Support:

  • Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products
  • Provide ongoing sales support to the assigned region of the retail Distribution Channel
  • Work with Retail Investments, 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 Retail Investments LOB
  • Identify and provide product specific training when appropriate to sales force
  • Provide sales support for Retail Investments National Sales Campaigns and Programs
  • Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales
  • Coordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales

Relationship/Channel Management:

  • 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 Retail Investments at local market functions, soliciting feedback from the retail channel
  • Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable)
  • Ensure a thorough understanding of competitor activities to identify potential opportunities and threats
  • Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals
  • Understand and assess ongoing opportunities for National Sales Programs

Sales & Service Delivery:

  • Identify gaps, issues, and best practices by monitoring of Retail Investments 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 Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets

Planning:

  • Assist in developing tactical plans to meet annual growth and retention targets
  • Prepare/update and implement annual territory business plan
  • 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 Regional Sales Leader

Qualifications:

  • Typically between 7 years of relevant experiences in Financial Planning or Branch Management and postsecondary degree in related field of study or an equivalent combination of education and experience.
  • Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA
  • Indepth knowledge of investment products and markets
  • Indepth knowledge of sales strategies
  • Indepth knowledge of competitive marketplace and trends in Retail Investments Product offerings
  • Indepth knowledge of Bank products, services, organization and Banking Group interrelationships
  • Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

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 ec

  • Victoria, British Columbia, Canada Atria Senior Living Full time

    Overview:What's the difference between a job and a meaningful, rewarding career? The people you serve. When you work at Atria, you have a front-row seat to the amazing life stories of the wisest people on earth. What's more, you are part of an extraordinary company - one that's investing in the future of senior living by investing in you. Don't just do a...

  • Retail Sales Rep

    1 week ago


    Victoria, British Columbia, Canada Edgewell Personal Care Full time

    We are a diverse team of 6000 individuals across the globe, each bringing a unique vision and passion to the table. Our extensive portfolio of 25+ brands enriches lives in over 50 countries. Together, we redefine the essence of refreshing mornings, delightful summers, beauty, connections, self-assurance, and perseverance.Joining the team under the leadership...

  • Regional Manager

    1 week ago


    Victoria, British Columbia, Canada HEMKUND DEVELOPMENTS LTD. Full time

    Education: Secondary (high) school graduation certificate Experience: 2 years to less than 3 yearsTasks: Determine strategic planning related to new product lines Establish organizational policies and procedures in relation to sales Lead sales team in building relationships with business clients and manage negotiations of sales contracts Organize regional...

  • Retail Sales Rep

    1 week ago


    Victoria, British Columbia, Canada Edgewell Personal Care Brands, LLC Full time

    We are a global team of 6000 visionaries, doers, and makers. Our portfolio of over 25 brands touches lives in more than 50 countries. Together, we reimagine good mornings and endless summers, beauty and bonding, confidence and determination. Reporting to the Retail Vancouver British Columbia Manager, this role performs sales, merchandising and customer...


  • Victoria, British Columbia, Canada Epicure Full time

    Epicure is seeking a highly motivated and results-driven Bilingual Sales Manager to join our dynamic team. As a Bilingual Sales Manager, you will play a key role in leading and supporting a team of independent ambassadors within the direct sales industry. You will be responsible for driving sales growth, providing leadership, and fostering a positive team...

  • Regional Manager

    1 week ago


    Victoria, British Columbia, Canada Motion LP Full time

    Hello, it's a new day and it's time to answer the call to elevate your career and make life accessible for all.Our purpose is to make life accessibleOur compassion and knowledge set us apart. With kindness and expertise, we support individuals by delivering the right mobility, accessibility, personal care, and daily living solutions.We believe that providing...


  • Victoria, British Columbia, Canada Capital Regional District Full time

    Senior Manager, Regional PlanningPosition PurposeThis position is a division manager responsible for leadership of senior planning services for the CRD's regional planning division. The position provides leadership and direction in the areas of regional growth management, transportation planning and governance, and regional information and research...


  • Victoria, British Columbia, Canada Capital Regional District Full time

    Senior Manager, Regional PlanningPosition PurposeThis position is a division manager responsible for leadership of senior planning services for the CRD's regional planning division. The position provides leadership and direction in the areas of regional growth management, transportation planning and governance, and regional information and research...


  • Victoria, British Columbia, Canada Capital Regional District Full time

    Senior Manager Regional ParksPosition PurposeThis position is responsible for providing professional leadership and visionary direction in the operation of CRD Regional Parks. Major responsibilities include leading strategic and operational initiatives, and providing short and long range planning, strategies, leadership and expertise, to the operation,...


  • Victoria, British Columbia, Canada Capital Regional District Full time

    Senior Manager Regional ParksPosition PurposeThis position is responsible for providing professional leadership and visionary direction in the operation of CRD Regional Parks. Major responsibilities include leading strategic and operational initiatives, and providing short and long range planning, strategies, leadership and expertise, to the operation,...

  • Sales merchandiser

    1 week ago


    Victoria, British Columbia, Canada Arterra Wines Canada Full time $20 - $23

    Job Description: We are currently recruiting for a passionate, energetic, dedicated and hardworking individual to fill our Merchandiser position in the Victoria region and step into this dynamic beverage alcohol industry. The role of this key Merchandiser is to provide sales support and execution to the Victoria region and ensuring store level merchandising...


  • Victoria, British Columbia, Canada OA Solutions Full time

    Education: College/CEGEPExperience: Experience an asset or equivalent experienceTasksPlan and control budget and expendituresDetermine strategic planning related to new product linesEstablish organizational policies and procedures in relation to salesLead sales team in building relationships with business clients and manage negotiations of sales...


  • Victoria, British Columbia, Canada Shaw Communications Full time

    A little about usWhat we do at Shaw matters - in a world where being connected has never been more critical, we bring the best wireline and wireless technology and solutions together to create exceptional customer experiences. Every day we help millions of Canadians live their best-connected lives through the strength, capacity and combined power of our Fast...


  • Victoria, British Columbia, Canada OA Solutions Full time

    Education: Expérience: EducationCollege/CEGEP or equivalent experienceTasksPlan and control budget and expendituresDetermine strategic planning related to new product linesEstablish organizational policies and procedures in relation to salesLead sales team in building relationships with business clients and manage negotiations of sales contractsOrganize...


  • Victoria, British Columbia, Canada Happy Dad Hard Seltzer & Tea Full time

    Job descriptionJoin Happy Dad Canada and be part of launching an incredible brand Happy Dad Canada is seeking enthusiastic Sales Representatives to join our rapidly growing team in British Columbia. We are currently on the lookout for a sales pro who is passionate about the ready-to-drink space. If you're a go-getter who is passionate about innovation and...


  • Victoria, British Columbia, Canada The Salvation Army - NRO Full time

    Become part of an organization that values its employees, volunteers, guests and donors.Do you have a passion for retail and thrift? Are you motivated, looking for a role with a purpose, and have a desire to make a difference in your local community? We offer a unique way to serve through retail and recyclingOur team members demonstrate our core competencies...


  • Victoria, British Columbia, Canada Edgewell Personal Care Full time

    Our portfolio of over 25 brands touches lives in more than 50 countries. Together, we reimagine good mornings and endless summers, beauty and bonding, confidence and determination.Reporting to the Retail Vancouver British Columbia Manager, this role performs sales, merchandising and customer service functions on a regular call frequency basis to a selected...


  • Victoria, British Columbia, Canada Canna Cabana Full time

    Work with us We have openings for the following positions. The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff management, customer satisfaction, neat product presentation, inventory management and carrying out seasonal changes...


  • Victoria, British Columbia, Canada Gates Corporation Full time

    At Gates, we welcome challenges, celebrate hard work, and continually seek new talent to join our global company. We are looking for a District Sales Manager for Western Canada (BC & AB) who will be reporting to the Market Development Sales Manager. Please review below to see if this might be the right opportunity for you.Essential Duties &...


  • Victoria, British Columbia, Canada Islands West Manufacturers Full time

    If you are looking to join a dynamic and growing team, Islands West Produce has the right job for you With a long history in Victoria, we pride ourselves on providing excellent client service and being passionate about our Islands West product offerings.Our Sales Team is looking for a tenacious and savvy Senior Retail Sales Representative to help us expand...