Manager, Sales Effectiveness & Coaching

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The Manager, Sales Effectiveness & Coaching plays a critical role in driving stronger, more consistent sales performance across Retail Insurance. This role is responsible for strengthening sales capabilities, improving execution, and embedding effective coaching practices that translate strategy into results.

Partnering closely with our Regional Managers (RM’s) & Licensed insurance advisors (LIAs) this role focuses on identifying performance gaps, enabling leaders to coach more effectively, and driving disciplined, data‑informed improvements that support both short‑term results and long‑term capability building.

Key Responsibilities

• Partner with sales leaders (RMs/LIA’s) to identify opportunities to improve sales effectiveness, productivity, and execution across regions and markets
• Leverage CRM data to identify behavioral trends, capability gaps, and coaching opportunities across sales teams

• Translate performance data and insights into actionable development priorities and coaching strategies
• Design, implement, and evolve coaching frameworks, tools, and routines that support frontline leader effectiveness
• Support sales leaders in building strong coaching capability, including observation, feedback, and development planning
• Collaborate with cross‑functional partners (e.g., Leadership, Practice Enablement, Sales/business enablement) to ensure alignment.
• Track and measure the effectiveness of coaching and enablement initiatives, adjusting approaches based on outcomes and feedback
• Occasional travel may be required

Qualifications

• 5+ years of experience in sales, sales leadership, sales enablement, or sales effectiveness roles
• 5+ Experience in Banking/Insurance/Financial Services
• Experience using CRM tools (Salesforce preferred)
• Proven experience designing or delivering coaching and development programs for sales teams
• Strong understanding of sales performance metrics and how to use data to drive behavior change
• Demonstrated ability to influence and partner with leaders without direct authority
• Excellent communication skills, with the ability to translate complex concepts into practical guidance

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 Us

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 https://jobs.bmo.com/ca/en.

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.