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Added 17 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Montreal, QC
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 2 hours ago
WC
Front End Checkout Team Associate
Walmart Canada
Toronto, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Peace River, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
WC
Self Checkout Attendant
Walmart Canada
ON · Simcoe, ON
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Sussex, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
Front End Checkout Team Associate
Walmart Canada
Kemptville, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brandon, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Woodstock, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
ME
Manager, Tax
Manning Elliott LLP
Abbotsford, BC
- $105,000 to $125,000 CAD / year
- Full-time
The Manager, Tax will be responsible for managing and delivering tax compliance and tax planning services for a diverse range of clients, while driving business growth and ensuring the…
Added 2 hours ago
WC
Cashier / Front End Checkout Team Associate
Walmart Canada
Port Alberni, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Powell River, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
C
Network Technical Project Manager, Vice President
Citi
Mississauga, ON · Toronto, ON
- Full-time
…and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services,…
Added 3 hours ago
W
(CAN) Customer Service Manager
Walmart
Mission, BC
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 3 hours ago
AI & Risk - Senior Manager - Risk Consulting
EY
Montreal, QC
EY’s Financial Services Risk Management (FSRM) practice is a consulting unit that provides risk management support to banks, insurers and asset managers. Our AI& Risk team includes…
Added 3 hours ago
V
Manager, Finance & Business Operations
voestalpine
Richmond, BC
- $95,000 to $120,000 CAD / year
- Full-time
…voestalpine Railway Systems network, we deliver quality products and services spanning rails, turnouts, fastening systems, and systems solutions. Across Canada, the US and Mexico, we…
Added 3 hours ago
TH
Associé(e) aux caisses (Temps partiel)
The Home Depot
Laval, QC
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 3 hours ago
A
Spécialiste des services financiers/Finance Manager
AutoCanada
Mirabel, QC
- Other
Un directeur des services financiers en concession supervise et gère les opérations financières et d'assurance de la concession. Il travaille en étroite collaboration avec les clients pour…
Added 3 hours ago
Donation Processing Administrator, University Relations
University of Saskatchewan
Saskatoon, SK
…service and donor support; accuracy and attention to detail in transaction processing, record maintenance, and data management; ability to interpret and apply policies, procedures, and…
Added 3 hours ago
W
(CAN) Customer Service Manager
Walmart
Peace River, AB
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 4 hours ago
HI
Auto Mobile Advisor
HUB International
Kelowna, BC
- Full-time
As an Auto Mobile Advisor, reporting to the Branch Manager, you will build, serve, and maintain relationships with clients and local dealerships throughout the community to provide diverse…
Added 4 hours ago
HI
Auto Mobile Associate
HUB International
Cranbrook, BC
- Full-time
As an Auto Mobile Associate, reporting to the Branch Manager, you will build, serve, and maintain relationships with clients and local dealerships throughout the community to provide…
Added 4 hours ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
Added 4 hours ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.

BMO

Banking Officer, Banking Client Solutions Team

Toronto, ON, Canada
FCP, Canada

$40,500.00 - $80,000.00 · Full-time

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Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 19, 2026
Experience: Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 4, 2026

Original job description

Application Deadline:

11/18/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Assists in preparing new business proposals or presentations to clients/prospects.
Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Determines client needs and ensures timely and accurate completion of transaction processing.
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Analyzes data and information to provide insights and recommendations.
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Strives to exceed client service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
Participates in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
Basic knowledge of the Lending Process and supporting policies.
Basic knowledge of loan and security documentation, including registration and renewal routine.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

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 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.

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More about this job

Responsibilities

The Banking Officer supports private banking clients by delivering exceptional service, identifying needs, and recommending appropriate financial products. They also ensure operational effectiveness, manage transaction processing, and collaborate with internal teams to meet business objectives.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. A working knowledge of personal and commercial credit products, along with strong communication and analytical skills, is required.

Skills

Customer service
Relationship selling
Credit products
Operational effectiveness
Data analysis
Risk management
Compliance
Problem solving
Communication skills
Team collaboration
Transaction processing
Financial reporting
Stakeholder management
Due diligence
Banking regulations

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Banking
Wealth Sales
Private Banking
Client Solutions
Credit Products
Risk Management Framework
Compliance
Audit
Relationship Management
Financial Services
Operational Efficiency
Transaction Processing
Business Proposals
Data Analysis
Fraud Prevention
Anti-Money Laundering
Lending Process
Security Procedures
Stakeholder Collaboration
Account Management

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