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Added 7 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 7 mins ago
TU
Area Manager (Graduate) - Bolton Region
targetjobs UK
Bolton, ON
- Full-time
…your first year, you should be ready to take on a full Area Manager role, with all the responsibilities that entails, from motivating employees to encouraging excellent performance. Your…
Added 7 mins ago
MR
Merchandiser (Sarnia, ON)
Match Retail
Sarnia, ON · Brights Grove, ON
- Contract
At Match Retail, we power big brands across Canada through top-tier merchandising, sales, and branded retail programs. We’re a certified Great Place to Work®, and we’re growing fast - now’s…
Added 7 mins ago
DC
ASPHALT PLANT MANAGER
D. Crupi & Sons Limited
ON · Ontario, Canada
- Full-time
Reporting to the General Manager, the Asphalt Plant Manager is responsible for managing the production, maintenance, and personnel at our multiple plant site locations.
Added 7 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 7 mins ago
W
Customer Support, Field Service Coordinator - Windsor Windows
Woodgrain
Windsor, ON
- Full-time
Reporting to the Field Service Manager, the Customer Support - Field Service Coordinator is responsible for coordinating field service activities, supporting customer warranty and service…
Added 7 mins ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…position assists businesses to initiate or expand government sales, assess current market position and capabilities of companies, develop and recommend a marketing or business strategy to…
Added 7 mins ago
T
Account Manager (Fresh graduates are welcome)
TransPerfect
ON · Durham, ON
- Full-time
The position of Account Manager is responsible for developing new business relationships and serving as the first level of support to existing clients.
Added 8 mins ago
Q
FY27 Intern - Camera HW ASIC Verification Intern - Canada (12 or 16 months)
Qualcomm
Vancouver, BC
- Full-time
…visibility to your project and team, receive support from your manager, and have access to the entire Qualcomm employee community to ensure your success. To round out your internship, we…
Added 8 mins ago
Store Manager
Lammle's Western Wear
Edmonton, AB
Taking the reins as a Lammle’s Store Manager:
Added 8 mins ago
Assistant Manager
EssilorLuxottica Group
Toronto, ON · Etobicoke, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 8 mins ago
Assistant Manager
EssilorLuxottica Group
Mississauga, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 23 mins ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 23 mins ago
FB
Area Sales Manager
Flogas Britain
Field, BC
- Full-time
How you’ll power our business as an Area Sales Manager.
Added 23 mins ago
G
Gestionnaire marketing produit / Product Marketing Manager
Genetec
Montreal, QC
- Full-time
Added 23 mins ago
A
Education Manager, Sales and Education
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $95,000 CAD / year
- Full-time
Amorepacific Canada is seeking an Education Manager to lead the development and execution of education and training initiatives across its Canadian portfolio of prestige, luxury, and…
Added 23 mins ago
I
Gas Utility Decarbonization Strategy Manager
IIIIIIUS
Ottawa, ON
- Full-time
…building and maintaining client relationships and supporting sales and business development…
Added 38 mins ago
FP
Restaurant & Banquet Manager
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
…Suites Kelowna is currently looking for a Restaurant & Banquet…
Added 38 mins ago
RO
Hotel Administration & Owner Relations Manager
Resorts of the Canadian Rockies
Fernie, BC
- Full-time
work alongside the sales manager and accounting to ensure folios are cleaned up monthly
Added 52 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
WC
(CAN) Associé, cosmétiques
Walmart Canada
Val-d'Or, QC
- Full-time
…supporting the smooth flow of merchandise from the backroom to the sales floor. As a trusted partner in loss prevention, you help protect company assets through attention to detail and…
Added 1 hour ago
WC
(CAN) Consumables Associate
Walmart Canada
Temiskaming Shores, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
WC
(CAN) Cashier
Walmart Canada
Kamloops, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
WC
Health and Beauty Team Associate
Walmart Canada
Olds, AB
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…

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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