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Added 21 mins ago
S
Finance & Strategy Specialist
Stripe
Toronto, ON
- Full-time
Be deeply analytical. You are energized by complex, ambiguous pricing questions and are comfortable going deep into the data to find answers.
Added 36 mins ago
UO
Senior Officer, Payroll
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Reporting to the Manager of Payroll and Leaves, the primary purpose of this position is to act as the primary point of contact to manage and resolve payroll, time off, and leave inquiries…
Added 50 mins ago
Accountant
Health Sciences North
ON · Sudbury, ON
Prepare complex journal entries, balance sheet reconciliations and accounting adjustments, ensuring accuracy, completeness and compliance with applicable accounting standards, HSN policies…
Added 50 mins ago
Accountant
Health Sciences North
ON · Sudbury, ON
Prepare complex journal entries, balance sheet reconciliations and accounting adjustments, ensuring accuracy, completeness and compliance with applicable accounting standards, HSN policies…
Added 3 hours ago
A
Quality Assurance Lead
ATB
Calgary, AB · Edmonton, AB
- Full-time
In collaboration with other QA Leads and the Manager, QA Services, define overall quality standards, build test strategies, write detailed test plans, and provide guidance and mentorship to…
Added 3 hours ago
A
Product Manager
ATB
Calgary, AB · Edmonton, AB
- Full-time
We are looking for ATB’s next Product Manager to work within our Money Movement Team.
Added 4 hours ago
SL
Business Portfolio Manager
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Business Portfolio Manager role is responsible for leading and supporting key portfolio management activities across the SLGI portfolio. The role involves end-to-end portfolio oversight…
Added 5 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 5 hours ago
A
Accounting Manager I
Altec
Milton, ON
- Full-time
This role owns key accounting and reporting activities for the Canadian business, combining hands-on month-end execution with financial analysis, controls, cross-functional support and…
Added 5 hours ago
AF
Product Manager
ATB Financial
AB · Edmonton, AB
- Full-time
We are looking for ATB’s next Product Manager to work within our Money Movement Team.
Added 5 hours ago
N
Sr Financial Analyst, Proprietary Products
Nutrien
Saskatoon, SK
- Full-time
Reporting to the Senior Manager, Finance, Proprietary Products & Sustainability, the Sr Financial Analyst, Proprietary Products will be responsible for generating and delivering actionable…
Added 5 hours ago
N
Sr Financial Analyst, Proprietary Products
Nutrien
Calgary, AB
- Full-time
Reporting to the Senior Manager, Finance, Proprietary Products & Sustainability, the Sr Financial Analyst, Proprietary Products will be responsible for generating and delivering actionable…
Added 6 hours ago
C
Senior Manager, Capital Markets
CBRE
Toronto, ON
- Full-time
…a key partner to the Director, Capital Markets,translating complex loan activity, portfolio performance, and fundingstrategies into actionable insights and investor-facing…
Added 6 hours ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…AI transformation and large-scale technology delivery in a complex regulated…
Added 6 hours ago
TG
Technology Portfolio Manager (Global Technology Solutions)
TMX Group
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
The Technology Portfolio Manager is a critical role responsible for overseeing the successful execution and delivery of projects and initiatives for a specific group or groups. This…
Added 6 hours ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…AI transformation and large-scale technology delivery in a complex regulated…
Added 6 hours ago
B
Business Banking Relationship Manager Trainee
BMO
Guelph, ON
- Full-time
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Added 6 hours ago
B
Personal Banker
BMO
Mississauga, ON
- Full-time
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Added 6 hours ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
Are you looking for a rewarding career helping North America’s leading institutions solve their most complex M&A lifecycle challenges? If so, this could be the role for you.
Added 7 hours ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Operational Excellence leads the operational transformation and continuous improvement agenda across…
Added 7 hours ago
MC
Senior Manager, Member Relations & NPS
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Member Relations and NPS leads Meridian’s enterprise approach to escalated Member concerns, complaint…
Added 7 hours ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 7 hours ago
MC
Senior Manager, Operational Excellence
Meridian Credit Union
St. Catharines, ON
- Full-time
Reporting to the Director, Operational Excellence & Controls, the Senior Manager, Operational Excellence leads the operational transformation and continuous improvement agenda across…
Added 7 hours ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 7 hours ago
SP
Manager, Global Incentive Compensation
Salesforce Partner Canada
Toronto, ON
- Full-time
We're looking for a Product Manager to help shape the future of our sales compensation and revenue planning platforms, blending deep domain expertise in incentive compensation with a strong…

BMO

Personal Banker

Mississauga, ON, 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 10, 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: Oct 28, 2026

Original job description

Application Deadline:

11/09/2026

Address:

515 Lakeshore Road East, #113

Job Family Group:

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
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.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
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 Personal Banker delivers exceptional service by identifying customer financial needs and providing tailored advice on banking, lending, and investment solutions. They also proactively engage with the community to build relationships while ensuring all activities comply with risk management and regulatory policies.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. The role requires appropriate lending qualifications and a working knowledge of retail investment and lending products.

Skills

Financial solutions
Customer service
Sales
Needs assessment
Lending
Retail investments
Risk management
Credit analysis
Relationship building
Communication
Problem solving
Digital banking
Compliance
Team collaboration
Data entry

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

Retail Banking
Financial Services
Lending
Investments
Risk Management
Customer Experience
Sales
Compliance
Credit Audits
Regulatory Requirements
Business Development
Digital Banking
Relationship Management
Financial Advice
Portfolio Management
Money Laundering Reporting
Consultative Sales
Data Entry
Market Analysis
Branch Operations

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