Delivers proactive sales support to sales teams and internal partners
Manages client onboarding administration by processing account opening documentation and related paperwork
Liaises with clients post-sale to collect outstanding documentation and provide updates
Partners with RSMs to support sales conversion ensuring all administrative steps are completed quickly
Reviews documentation for completeness and accuracy
Coordinates and tracks onboarding progress
Provides sales support to RSMs and other partners
Builds and maintains strong relationships with Private Bankers
Stays current on products, processes, and regulatory requirements
Contributes to the continuous improvement of processes and procedures
Assists with preparation of client materials as needed
Organizes and manages workflow effectively across onboarding files

2–3 years of relevant experience
Post-secondary degree in a related field, or equivalent combination of education and experience
French language proficiency is considered an asset
Strong product knowledge and specialized expertise
Effective verbal and written communication skills
Strong organizational and time management capabilities
Proven ability to collaborate and work effectively within a team
Solid analytical and problem-solving skills
Fluency in French and English.

Regional Sales Manager

Key skills