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Added 7 mins ago
T
Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 7 mins ago
B
Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 22 mins ago
Manager, Equipment Operations & Logistics
WSP
Richmond Hill, ON
As a Manager, Equipment Operations & Logistics, you will lead the development and implementation of a regional equipment operations model that improves visibility, utilization,…
Added 22 mins ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Provide support to business line investment professionals by:
Added 37 mins ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
The Senior Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 52 mins ago
T
Personal Banking Associate Trainee
TD
Whitby, ON
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 1 hour ago
B
Vice President, ETF Algo Engineer
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 1 hour ago
WO
Controller
WP Osborne Executive Search Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Controller will lead the finance team to ensure the financial operations of a portfolio of entities, ensuring the delivery of accurate and timely financial reporting, analysis,…
Added 1 hour 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 1 hour 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 1 hour ago
E
Product Marketing Manager - Contractor - 26423
Enverus
Calgary, AB
- Contract
…distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be…
Added 1 hour ago
Senior Manager, Small Business Value Proposition (English/Spanish) - Toronto (12-Month Contract)
Scotiabank
Toronto, ON
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring…
Added 1 hour ago
TC
General Manager, Allied Parts
Toromont Cat
Concord, ON
- Full-time
Toromont Cat is looking for a commercially driven General Manager - Allied Parts to lead and grow an increasingly important parts business. This senior leadership role combines strategy,…
Added 1 hour ago
BR
General Manager
BGO Real Estate
AB · Calgary, AB
- Full-time
The General Manager will guide the property’s financial performance by monitoring budgets, expenses, revenue, financial reports, tenant billing, and receivables while working with owners…
Added 1 hour 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 1 hour 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 1 hour 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 1 hour ago
PLANT MANAGER
SOPREMA Canada
Woodstock, ON
Reporting to the Director of Operations, the Plant Manager leads a non-unionized site of approximately 30 employees operating 24 hours a day, five days a week. The priority is to…
Added 1 hour ago
CO
Job ID #32296: Manager, IT Infrastructure
City of Hamilton
Hamilton, ON
- Full-time
Reporting to the CISO and Director, IT Infrastructure, the Manager, IT Infrastructure provides strategic and operational leadership for the City’s enterprise infrastructure and…
Added 1 hour ago
CO
Job ID #32295: Manager, Cybersecurity
City of Hamilton
Hamilton, ON
- Full-time
Reporting to the CISO (Chief Information Security Officer), the Manager, Cybersecurity provides strategic and operational leadership for the City’s cybersecurity program, protecting the…
Added 2 hours ago
JI
Yard Department Manager
J.D. Irving, Limited
Mount Pearl, NL
- Full-time
Typical career steps are to manage larger departments prior to becoming an assistant store manager.
Added 2 hours ago
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Personal Banker Assosiate
BMO
Richmond Hill, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 3 hours ago
KB
Yard Department Manager
Kent Building Supplies
Mount Pearl, NL
- Full-time
Typical career steps are to manage larger departments prior to becoming an assistant store manager.
Added 3 hours ago
GO
Banking Services Manager
Government of Yukon
Whitehorse, YT
- Full-time
The Financial Operations and Revenue Services division provides corporate financial services to the Government of Yukon. This includes the provision of financial systems, and process…
Added 4 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…

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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