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Added 14 mins ago
AW
Senior Manager, Investment Fund Operations
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for the Senior Manager, Investment Fund Operations, to join our Asset Management Product team.
Added 14 mins ago
AW
Senior Manager, Investment Fund Operations
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for the Senior Manager, Investment Fund Operations, to join our Asset Management Product team.
Added 14 mins ago
M
Business Project Manager
Maarut
Levis, QC
- Contract
Target candidate: a bilingual project manager with over 10
Added 29 mins ago
Admissions & Transfer Credit Assistant
University of Toronto
Toronto, ON
Working under the general direction of the Assistant Registrar and Admissions and Transfer Credit Manager, you will provide exemplary customer service by advising prospective students,…
Added 29 mins ago
WT
Specialist, Counterparty Credit Risk
Wealthsimple Technologies
Remote, Canada
- $69,600 to $87,000 CAD / year
- Full-time
- Remote
As a Specialist, Counterparty Credit Risk, reporting to the Manager, Counterparty Credit Risk you will join our Credit Risk Operations team to help build and operationalize a centralized…
Added 29 mins ago
L
Director, Legal Engineering
Legora
Toronto, ON
- Full-time
Build a manager layer of Team Leads who each own and develop a group of Legal Engineers. Delegate real decision rights and create clear succession paths so the function becomes stronger and…
Added 45 mins ago
A
Senior Manager, Investment Fund Operations
Aviso
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
We're looking to fill an opening for the Senior Manager, Investment Fund Operations, to join our Asset Management Product team.
Added 45 mins ago
A
Senior Manager, Investment Fund Operations
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
We're looking to fill an opening for the Senior Manager, Investment Fund Operations, to join our Asset Management Product team.
Added 45 mins ago
MU
Gestionnaire de clinique/Clinic Manager
McGill University
Montreal, QC
- $66,190 to $99,210 CAD / year
- Full-time
Crédit pour frais de scolarité pour le personnel régulier (100%) et leurs personnes à charge (66%)
Added 59 mins ago
PC
Financial Advice Manager
Provincial Credit Union
PE · PEI, Prince Edward Island
- Full-time
The Financial Advice Manager strengthens the delivery of consistent, high-quality financial advice across Provincial Credit Union. This role leads the onboarding, training and ongoing…
Added 1 hour ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Added 1 hour ago
B
Personal Banker Assosiate
BMO
Richmond Hill, ON
- Full-time
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Added 1 hour ago
C
Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
…Prairies, CMLS Residential is seeking a Business Development Manager, Inside Sales in Calgary. You will partner with emerging brokers to scale their business and improve conversion, gaining…
Added 2 hours ago
SH
Pharmacy Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
Added 2 hours ago
UO
Sessional Lecturer - MGT353 Introduction to Marketing Management (W27)
University of Toronto - Woodsworth College
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…associated with the design and teaching of university degree credit courses or sections of courses. These include the preparation and delivery of course content, including lectures and/or…
Added 2 hours ago
SH
Pharmacy Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
Added 2 hours ago
SH
Pharmacy Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
Added 2 hours ago
AF
Child Development Specialist
Allies for Every Child
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
Added 3 hours ago
NB
Senior Account Manager, Real Estate Financing
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Account Manager in the Real Estate Finance team of the Commercial & Private Banking 1859 sector at the National Bank means supporting the best players in the real…
Added 3 hours ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
A career as an Account Manager within the Real Estate Development Unit (RDU) means playing a key role in business development, client relationship management, and influential leadership…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
- 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 4 hours ago
N
Department Manager, Administration
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
The Department Manager, Administration is accountable for the successful day-to-day operation of Financial Services, Front End, Customer Service and Post Office if applicable. This includes…
Added 6 hours ago
W
(CAN) Cashier
Walmart
Abbotsford, BC
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 7 hours ago
W
(CAN) Cashier
Walmart
Fort St. John, BC
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 7 hours ago
WC
(CAN) Cashier
Walmart Canada
Abbotsford, BC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.

BMO

Personal Banker Assosiate

Richmond Hill, ON, Canada

$35,500.00 - $65,000.00 · Full-time

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Job details

Pay: $35,500.00 - $65,000.00
Job type: Full-time
Apply by: Nov 10, 2026
Experience: Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 29, 2026

Original job description

Application Deadline:

11/09/2026

Address:

9350 Yonge Street

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.

Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
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.
Analyzes issues and determines next steps; escalates as required.
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 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping 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.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$35,500.00 - $65,000.00

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 Associate delivers exceptional service by identifying customer financial needs and providing tailored advice on banking solutions. They also collaborate with branch partners to drive business results while ensuring compliance with risk management and regulatory policies.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education, along with strong interpersonal and consultative sales skills. Proficiency in digital tools and a commitment to obtaining investment product registration within 12 months are required.

Skills

Customer service
Sales
Financial advice
Relationship management
Communication
Problem solving
Analytical skills
Team collaboration
Risk management
Compliance
Digital literacy
Investment product knowledge
Consultative sales
Organization
Interpersonal skills

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 Solutions
Customer Experience
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Consultative Sales
Digital Banking
Self-serve Options
Branch Operations
Inventory Management
Credit Card Needs
Market Trends
Regulatory Environment
Relationship Growth
Financial Services
Strategic Advice
Client Conversations
Business Objectives

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