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Added 9 mins ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 9 mins ago
NS
Accounting Clerk - Accounts Payable
Nova Scotia Health Authority
Kentville, NS
- Internship
Reporting to the Assistant Manager – Accounts Payable, the Accounts Payable Clerk is responsible for carrying out assigned functional accounting and maintaining the integrity of information…
Added 9 mins ago
RO
Advisor, Water and Wastewater Strategic Infrastructure Planning
Region of Peel
Brampton, ON
- Contract
Reports to: Manager, Water & Wastewater Asset Management
Added 9 mins ago
PD
Project Coordinator
Priestly Demolition Inc.
King, ON
- Full-time
Create and maintain Viewpoint operations reports for VP, Business Operations and Project Manager on an ongoing basis.
Added 9 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Kamloops, BC
- Full-time
A&W Restaurants in Kamloops, BC, located at #700 1210 Summit Drive, is looking for permanent full-time Assistant Manager to start immediately.
Added 9 mins ago
MD
Chief of Operations - Core Operations Director
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…leadership, industrial psychology, human resources, labor relations, finance, accounting, law, political science, or communications may substitute for one (1) year of experience. A master’s…
Added 9 mins ago
MD
Administrative Services Program Director - State Prog Admin Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Administrative Services Program Director - State Prog Admin Manager
Added 9 mins ago
MD
Statewide Fraud Controls Manager Enterprise Support - State Prog Admin Manager Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Statewide Fraud Controls Manager – Enterprise Support
Added 9 mins ago
MD
Assistant Director, Special Compensation Fund/State Program Administrator Manager Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: State Program Administrator, Manager Senior
Added 9 mins ago
KC
Tax Technician, Compliance
K&P CPAs
Toronto, ON
- Full-time
A full-time role in Toronto for an experienced Tax Manager focusing on planning and reorganizations. Responsibilities include leading tax strategies, managing client relationships, and…
Added 9 mins ago
CI
Senior Manager Property Management
Colliers International
Burnaby, BC
- Full-time
This position is for a Senior Property Manager based in Burnaby, BC.***
Added 24 mins ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Undergraduate degree in business, finance or related field.
Added 25 mins ago
Senior Manager, Supply Chain Systems
Tenstorrent
Toronto, ON
As Senior Manager, Supply Chain Business Systems, you will lead the business systems team within Supply Chain, spearhead the NetSuite ERP implementation in partnership with Finance and IT,…
Added 39 mins ago
RO
Hotel Administration & Owner Relations Manager
Resorts of the Canadian Rockies
Fernie, BC
- Full-time
Fernie Alpine Resort is looking to fill the position of Hotel Administration & Owner Relations Manager, serving both Lizard Creek Lodge and Fernie Slopeside Lodge. Working closely with the…
Added 39 mins ago
IH
Manager | Clinical Operations
Interior Health Authority
Williams Lake, BC
- Full-time
Interior Health is seeking a permanent full-time Manager, Clinical Operations to lead Surgical Services in Williams Lake, BC. Join a dedicated team committed to delivering exceptional…
Added 39 mins ago
IH
Coordinator, Corporate Systems
Interior Health Authority
Kelowna, BC
- Full-time
…any identified hazards, unsafe conditions or incidents to the manager or supervisor…
Added 39 mins ago
A
Junior Accountant
Appnovation
Vancouver, BC
- Full-time
Reporting to the Accounts Payable Manager, the Junior Accountant supports the company’s day-to-day financial and administrative operations, with a focus on accurate, timely accounts payable…
Added 39 mins ago
AE
Financial Analyst, FP&A – Gross Margin
Arc'teryx Equipment
North Vancouver, BC
- Full-time
You have 3+ years proven experience in Finance, Accounting and/or Financial Planning & Analysis role with financial modelling and business partnership experience
Added 39 mins ago
IH
Manager | Information Privacy
Interior Health Authority
Kelowna, BC
- Full-time
Added 54 mins ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 hour ago
KR
Accounting Manager
Kassen Recruitment
Medicine Hat, AB
- Full-time
An organization with operations across multiple markets is seeking an Accounting Manager to lead core accounting activities and support financial reporting, compliance, and business…
Added 1 hour ago
DQ
restaurant manager
Dairy Queen
Sudbury, ON · Greater Sudbury, ON
- Full-time
Added 1 hour ago
KR
Property Accountant
Kassen Recruitment
Vancouver, BC
- Full-time
Reporting to an Accounting Manager, the Property Accountant will manage full-cycle accounting for a portfolio of income-producing properties. You’ll work closely with teams across property…
Added 1 hour ago
A
Sr. Manager, Key Accounts – Commercial Planning
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $110,000 to $130,000 CAD / year
- Full-time
The Senior Manager, Key Accounts – Commercial Planning is responsible for driving sustainable growth across key retail accounts by combining strategic account management with strong…
Added 1 hour ago
WH
Assistant Rooms Operations Manager
Westin Hotels & Resorts
Ottawa, ON
- Full-time

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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