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Added 11 mins ago
TR
Product Manager
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
Lead development and present materials for digital monthly sales meetings.
Added 11 mins ago
T
Contact Center Representative II- Borrowing Cantonese & Mandarin
TD
Markham, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 11 mins ago
T
Financial Planner - Sherbooke
TD
Sherbrooke, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 11 mins ago
T
Financial Planner - Chicoutimi
TD
Saguenay, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 11 mins ago
T
Financial Planner - Gaspé
TD
Gaspé, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 11 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 11 mins ago
M
Bilingual Client Success Manager (Direct Partnerships)
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- Full-time
…independently - leading program launches or onboarding, running business reviews, and driving renewals, expansion and retention across your portfolio. You'll lead relationships and…
Added 11 mins ago
GA
Store Manager - Karl Lagerfeld Paris
G-III Apparel Group
Calgary, AB
- Full-time
As the Store Manager, you will lead the overall performance of the store. You will be responsible for driving sales and profitability, developing a high-performing team, delivering an…
Added 11 mins ago
C
Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
Business Development Support – Connect with both existing and potential clients including Centres of Influence (COIs) to identify opportunities for future growth and revenue, uncovering…
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Mortgage Specialist
BMO
Montreal, QC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 11 mins ago
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Financial Planner
BMO
Calgary, AB
- Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 11 mins ago
BI
Customer Service Supervisor
Baxter International Inc.
Mississauga, ON
- Full-time
…partner with teams across Supply Chain, Commercial Operations, Sales, Marketing, and Customer Support to identify opportunities for improvement and implement solutions that enhance customer…
Added 11 mins ago
UH
Timber-Tech Group of Companies - Account Manager
UpSourced HR
Calgary, AB
- Full-time
The Account Manager is responsible for driving revenue growth by developing and managing relationships with residential builders, commercial, agricultural customers, engineering firms and…
Added 11 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 26 mins ago
Senior Manager, Business Management, GBM Finance
Scotiabank
Toronto, ON
Acts as a strategic extension of the CFO GBM, the Senior Manager, Business helps shape and deliver the enterprise risk narrative through clear executive decision support and communications.…
Added 26 mins ago
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Wealth Planner - Cedar Hills
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Surrey, BC
- Full-time
Passionate about sales – your impeccable track record for sourcing new business, and developing relationships with members and prospective members makes you sought after by so many people.
Added 26 mins ago
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Wealth Planner - Guildford (20-Month Contract)
Vancity
Surrey, BC
- Full-time
Passionate about sales – your impeccable track record for sourcing new business, and developing relationships with members and prospective members makes you sought after by so many people.
Added 26 mins ago
HD
Amazon Account Manager
Hadley Designs
Remote, Canada
- Full-time
- Remote
Hadley Designs is seeking an Amazon Account Manager to take full ownership of a multi-million dollar group of our products on Amazon, as the product manager, the merchandiser, and the CEO…
Added 26 mins ago
Territory Manager - Heritage Division (Golden Horseshoe)
Southern Glazer’s Wine and Spirits, LLC
Toronto, ON
…just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to…
Added 26 mins ago
Senior Consultant, Proposal Management
Bell
Toronto, ON
As a Senior Manager, Strategic & Negotiations, you will act as a strategic advisor to AI Fabric's leadership team, helping drive the company's most important commercial, operational, and…
Added 26 mins ago
BC
Client Service Manager - Commercial (Vancouver Island)
BFL CANADA
Victoria, BC
- Full-time
As a Client Service Manager in our Commercial division, you will be responsible to assist the Client Executive (CE) with all client management requirements, with a focus on retention of the…
Added 26 mins ago
HC
Marketing and Business Development Manager for Mile Zero Tours
HR Covered Inc.
Victoria, BC
- Full-time
If so, Mile Zero Tours is looking for a Marketing and Business Development Manager to join their growing team in Victoria, BC. This opportunity is ideal for a professional with an…
Added 26 mins ago
CL
Sales Operations Coordinator
Clover Leaf Seafoods
Saint John, NB
- Contract
Reporting to the Director, Business Analysis / Sales Operations, the Sales & Procurement Coordinator is responsible for the coordination of international purchase orders by following the…
Added 26 mins ago
SM
Director of Retail Operations
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- Full-time
Help define what great leadership looks like at each level (Store Manager, Area Manager, Regional Manager) and build the development plans, training, and career paths that get people there.
Added 26 mins ago
O
Operations Manager
OPENLANE
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- Full-time
Maintain positive business relationships with customers, which may include participating in negotiations regarding fees, costs, contracts, and service agreements, and promoting retail-ready…

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 23, 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 6, 2026

Original job description

Application Deadline:

11/22/2026

Address:

200 Northfield Drive 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 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 frameworks.

Requirements

Candidates typically require 2-3 years of relevant experience and a post-secondary degree in a related field. Applicants must possess strong interpersonal skills, knowledge of retail banking products, and the ability to thrive in a consultative sales environment.

Skills

Customer service
Financial solutions
Needs assessment
Sales
Lending
Risk management
Credit analysis
Relationship building
Digital banking
Compliance
Communication
Problem solving
Analytical skills
Team collaboration
Organization

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
Business Development
Digital Banking
Small Business Solutions
Portfolio Management
Relationship Management
Financial Advice
Data Entry
Money Laundering Reporting
Market Analysis
Branch Operations

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