Regional Sales Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Provides proactive sales assistance to sales teams and internal collaborators.

• Oversees the client onboarding process by handling account opening documentation and associated paperwork.

• Engages with clients after the sale to gather any missing documentation and offer updates.

• Collaborates with RSMs to enhance sales conversion by ensuring all administrative tasks are completed promptly.

• Evaluates documentation for thoroughness and precision.

• Organizes and monitors onboarding progress.

• Offers sales support to RSMs and other stakeholders.

• Establishes and nurtures strong relationships with Private Bankers.

• Remains updated on products, processes, and regulatory standards.

• Participates in the ongoing enhancement of processes and procedures.

• Aids in the preparation of client materials as required.

• Effectively organizes and manages workflow across onboarding files.

⛳️ Requirements

• 2–3 years of relevant work experience.

• A post-secondary degree in a related area, or a comparable mix of education and experience.

• Proficiency in the French language is considered advantageous.

• Strong product knowledge and specialized skills.

• Excellent verbal and written communication abilities.

• Strong organizational skills and effective time management.

• Demonstrated ability to collaborate and work efficiently as part of a team.

• Robust analytical and problem-solving capabilities.

• Bilingual fluency in French and English.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.