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Added 43 mins ago
VC
Tax Manager | Gestionnaire en Fiscalité
Valsoft Corporation
Montreal, QC · Saint-Laurent, Quebec
- Full-time
We’re looking for a Tax Manager to own tax for the companies Ventures builds (currently 4). You’ll set each new company up correctly from the start, keep it compliant as it grows, and build…
Added 1 hour ago
Front of House - Supervisor, Food Services
Northland Properties
Calgary, AB
Employee discounts with Sandman Hotel Group, Moxie's Grill & Bar, Chop Steakhouse & Bar, Shark Club Sports Bar & Grill, Revelstoke Mountain Resort, YYOGA, TELUS, Dell, Kal Tire, Soft Moc,…
Added 2 hours ago
N
Growth Operations Manager
nesto
Toronto, ON
- Full-time
Nesto Group is Canada's leading provider of mortgage technology and financing solutions, with more than CAD $80 billion in residential and commercial mortgages under administration. Trusted…
Added 2 hours ago
A
Senior Delivery Manager, Temporary
Aviso
Toronto, ON
- Temporary
We're looking to fill an opening for a Senior Delivery Manager to join the Enterprise Project Management Office for 12 months.
Added 2 hours ago
J
Personal Lines Account Manager
JobsMedia.io
Toronto, ON
- Internship
We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their…
Added 2 hours ago
J
Private Client Services (PCS) Account Manager | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
Added 2 hours ago
S
School Psychologist, Complex Developmental Behavioural Conditions (CDBC) - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Temporary
…to community partners, public, community and professionals’ group as requested by the Program…
Added 2 hours ago
CS
Accountant, Arena
Canucks Sports & Entertainment (CSE)
Vancouver, BC
- Full-time
Approve employee expense claims in SAP Concur, ensuring proper back-up, manager approvals, and GL coding are provided to finance. Post expense claim entries into our accounting system
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 3 hours ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
We are seeking an experienced, results-driven Fixed Operations Manager to lead, direct, and grow our Parts and Service departments. This executive leadership role is responsible for the…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 3 hours ago
CS
Bilingual Banking IT Project Manager
Cynet Systems
Montreal, QC
- $64 to $69 CAD / hour
- Contract
10+ years of experience as a Project Manager within the banking industry.
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 3 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 3 hours ago
NB
Chier Developer Data Engineering
National Bank of Canada
Montreal, QC
- Full-time
Senior Manager – Data Foundation. Our team stands out for its expertise,
Added 7 hours ago
PH
Analytics Engineer, Risk
Propel Holdings
Toronto, ON
- Full-time
…Model Development team within Risk, working closely with the Manager, Model Development, Data Scientists, and Model Developers. This highly technical, hands-on role focuses on the data…
Added 8 hours ago
Product Line Manager - Geomembrane & Specialty Market
Intertape Polymer Group (IPG)
Truro, NS · ON · NB · NS · PE
Title: Product Manager - AgGeo & Specialty market
Added 8 hours ago
FOH Management - General Manager
Northland Properties
Calgary, AB
We are looking for an incredible General Manager to be the leader of our team. Our people are the heart and soul of our business, and we are on the hunt for an amazing person like you to…
Added 8 hours ago
D
Account Manager
Desjardins
Amqui, QC · Montreal, QC · Brossard, QC · Beauharnois, QC · Vaudreuil-Dorion, QC · Rivière-du-Loup, QC · Quebec, QC · Rimouski, QC · Saint-Hyacinthe, QC · Gatineau, QC · Saint-Jean-sur-Richelieu, QC · La Pocatière, QC · L'étang-du-nord, QC
- Full-time
Added 8 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Boissevain, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 8 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Mountain Road, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 8 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Boissevain, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 8 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 8 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Grandview, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…

BMO

Personal Banker

Waterloo, ON, Canada

$37,000.00 - $70,000.00 · Full-time

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Job details

Pay: $37,000.00 - $70,000.00
Job type: Full-time
Apply by: Nov 16, 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 30, 2026

Original job description

Application Deadline:

11/15/2026

Address:

664 Erb Street West

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:

$37,000.00 - $70,000.00

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 recommending tailored solutions such as lending, investments, and everyday banking. They also proactively engage with the community to build relationships, generate appointments, and ensure all activities comply with regulatory and risk management policies.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Strong interpersonal, analytical, and communication skills are required, along with appropriate lending qualifications and investment product registration.

Skills

Retail banking
Customer service
Sales
Financial solutions
Needs assessment
Lending
Credit analysis
Risk management
Relationship building
Digital banking
Communication
Problem solving
Organization
Collaboration
Compliance
Investment products

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
Investment Products
Risk Management
Customer Experience
Consultative Sales
Compliance
Regulatory Requirements
Credit Audits
Digital Banking
Relationship Management
Business Development
Financial Advice
Home Financing
Small Business Solutions
Data Entry
Portfolio Management
Market Analysis
Money Laundering Reporting

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