Bank of Montreal

Director, Retail Distribution (Producer-Leader)

Bank of Montreal$86K — $160K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in investment sales or asset management distribution
  • Track record as a leading wholesaler or sales manager
  • Preference for leadership experience
  • In-depth understanding of mutual funds, ETFs, and investment planning
  • Strong grasp of retail banking and wealth distribution channels
  • Exceptional coaching and talent development skills
  • Proven ability to influence senior stakeholders
  • Post-secondary degree or relevant experience
  • CFA, CIM, or Fin. Pl. designations are assets
  • Willingness to travel in the assigned region

Responsibilities

  • Lead and develop a high-performing team of Senior Associates
  • Create a culture of accountability and continuous improvement
  • Manage a strategic sales territory to meet personal objectives
  • Implement regional business plans aligned with corporate sales goals
  • Identify opportunities and market trends for growth
  • Build and nurture relationships with key financial stakeholders
  • Act as an advisor to senior leaders on business initiatives
  • Monitor metrics and implement strategies for performance improvement

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
  • Additional perks and rewards
Full Job Description
Application Deadline:

09/11/2026

Address:
119 rue St-Jacques ouest

Job Family Group:

Customer Solutions

Overview

Reporting to the Head, Retail Channel Distribution, the Director, Retail Distribution is a senior sales leader responsible for driving sales growth, developing talent, and deepening client relationships across an assigned region. This role combines leadership responsibilities with direct sales accountability through ownership of a strategic territory.

The successful candidate will lead a team of Senior Associates, coach and develop high-performing sales professionals, and work closely with senior bank partners to execute growth strategies that enhance client outcomes and contribute to the continued expansion of the retail channel. With retail representing a significant portion of GAM's assets under management and revenue, this role plays a critical part in delivering sustained business growth.

Key Accountabilities

Leadership & Talent Development
  • Lead, coach and develop a team of Senior Associates to achieve sales objectives and deliver exceptional client experiences.
  • Create a high-performance culture focused on accountability, collaboration, and continuous improvement.
  • Conduct regular field coaching, performance discussions, and development planning.
  • Identify and develop future leaders within the sales organization.
  • Support workforce planning, hiring, onboarding, and succession planning activities.


Sales & Business Development
  • Own and manage a strategic sales territory while delivering personal sales objectives.
  • Develop and execute regional business plans aligned with national sales priorities.
  • Identify sales opportunities and market trends to drive net sales growth and asset accumulation.
  • Build and maintain strong relationships with Financial Planners, Branch Leaders, Regional Leaders, and other key stakeholders.
  • Partner with GAM product teams and bank partners to identify opportunities to enhance sales effectiveness.


Strategic Partnership Management
  • Act as a trusted advisor to senior leaders across Personal & Business Banking and Wealth businesses.
  • Influence business decisions and partner on initiatives that improve client outcomes and sales productivity.
  • Leverage market intelligence and field insights to inform sales strategies and business decisions.
  • Participate in regional and national business planning discussions.


Execution & Sales Effectiveness
  • Monitor regional performance metrics and implement strategies to address gaps and capitalize on opportunities.
  • Support execution of sales campaigns, product launches, learning initiatives, and client events.
  • Foster collaboration across regional sales teams and corporate partners.
  • Ensure compliance with regulatory requirements, policies, and risk management practices.


Qualifications
  • 10+ years of progressive experience in investment sales, wealth management, or asset management distribution.
  • Proven success as a top-performing wholesaler, sales leader, or relationship manager.
  • Previous people leadership experience preferred.
  • Deep knowledge of mutual funds, managed solutions, ETFs, and investment planning.
  • Strong understanding of retail banking and wealth distribution channels.
  • Exceptional coaching, leadership, and talent development capabilities.
  • Demonstrated ability to influence senior stakeholders and drive strategic initiatives.
  • Strong business acumen, analytical skills, and data-driven decision making.
  • Post-secondary degree or equivalent experience.
  • CFA, CIM, Fin. Pl. or other relevant investment designation considered an asset.
  • Willingness to travel throughout assigned region.


Salary:

$86,000.00 - $160,000.00

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 Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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