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Regional Manager, Lending Referral Partnerships

Posted 23 hours ago

Job Description

Application Deadline:


119 rue St-Jacques ouest

Job Family Group:

Customer Solutions

Provides subject matter expertise in the design, development, management, and implementation of BMO's Lending Referral Program, a program rooted in referrals from external COI's (Centers- of-Influence). Works across BMO to deliver specific program business results in alignment with overall group goals.

  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Understanding BMO's Lending Referral Program and able to articulate its value proposition.
  • Develops strong partnerships with COI's that are external to BMO (Investment advisors/Life Insurance Agents)
  • Developing and maintaining a strong network within the insurance and investment industry, attending industry events, conferences, and meetings to establish the company's presence and identify potential partnerships.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Managing and maintaining client accounts within the CRM System, ensuring accurate tracking of client engagement, action items, and updates.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Creates innovative business development strategies to grow the business in collaboration with other BMO partners.
  • Contributes to the development of marketing and sales materials for new business opportunities
  • Develops, maintains, and executes a business plan to achieve sales results.
  • Assists in the development of strategic plans.
  • Collaborates with internal and external stakeholders to meet business objectives.
  • Designs and produces regular and ad-hoc reports, presentations, and dashboards.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) in accordance with applicable service level agreements.
  • Conducts analysis required to inform strategic business development recommendations, and considers the "big picture" to assess the advisability of a course of action toward meeting group and enterprise goals.
  • May network with industry contacts to gather and identify competitive insights and best practices.
  • Breaks down strategic problems in business development, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Leads or participates in implementation of strategic business development initiatives within the group and across BMO by partnering with various internal and external stakeholders; complexity of initiatives may vary, and usually involve multiple stakeholders across the enterprise.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
  • Typically between 5 - 7 years of relevant experience working with independent financial advisors and life insurance agents and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Solid knowledge of the investment/insurance industry in Canada.
  • Strong business development acumen with proven results
  • Familiarity with BMO products and services.
  • Ability to create and implement a business plan.
  • Knowledge of the competitors in the mortgage referral space.
  • Strong communication/Presentation skills with the ability to communicate the BMO value proposition to external COI's.
  • Verbal & written communication skills - In-depth. (French/English)
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth
This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

Compensation and Benefits:

$74 800,00 - $138 600,00

Pay Type:


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:

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 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 .

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.

About BMO

THERE’S NEVER BEEN A BETTER TIME TO BE PART OF BMO. We’ve set our sights on being the bank that defines great customer experience. Our customers’ needs are changing and so are we. Everyone who works here has a role to play in making a difference for our customers. Every day. It’s an amazing feeling when you know you’re making a customer’s life better, and you can do it at BMO – whether you’re imagining a new product, designing a customer experience, streamlining an application, launching a marketing campaign or just being there in a very human way with the right answer.


Banking & Finance

Company Size

10,000+ employees

Application closing date is 2024-08-15

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