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Added 3 mins ago
Associate Account Manager, Business Sales and Service - Pembina Location
Steinbach Credit Union
Winnipeg, MB
Full-time
Maintain thorough knowledge of and adhere to credit union policies and procedures in the areas of lending, risk management, security and fraud prevention
Added 3 mins ago
Senior Relationship Manager/Relationship Manager
Meridian Credit Union
Hamilton, ON · St. Catharines, ON
$79,000 to $110,000 CAD / year
Full-time
…in the portfolio and will involve the annual review of the risk and profitability of each member’s account; monitoring of problem accounts and development of plans to minimize risk. This…
Added 3 mins ago
Supervisor, Accounts Receivable
Vantage Group
Canada
$70,000 to $100,000 CAD / year
Full-time
…including operations and finance, to support cash flow and mitigate credit risk while providing excellent service to…
Added 3 mins ago
Member Services Representative - Elie Branch
Assiniboine Credit Union
Elie, MB
Full-time
Observe and adhere to all credit union policies and procedures on internal control and risk management including security requirements for cash custody & safeguarding, frauds, forgeries and…
Added 3 mins ago
Customer Marketing Manager
FacilityOS
Remote, Canada
$85,000 to $110,000 CAD / year
Full-time · Remote
We are looking for a results-driven Customer Growth Marketing Manager to own FacilityOS’s customer expansion and advocacy marketing programs. You will build scalable, measurable campaigns…
Added 18 mins ago
1.0 FTE, Full-Time, Temporary, Indigenous, FNMI Graduation Coach
Superior Greenstone District School Board
Geraldton, ON
Full-time
As a key member of the Indigenous Education team, the Indigenous Grad Coach reports to the Manager and School Principal and is responsible for developing and implementing programs and…
Added 18 mins ago
Manager, Credit
Stride Credit Union
Portage la Prairie, MB
Full-time
The Manager, Credit provides leadership, oversight and direction to Stride Credit Union’s credit risk function. As leader of the Credit and Collections Department, this position works…
Added 18 mins ago
Auditeur(trice) Adjoint(e) II/Staff Accountant II
Altis
Montréal-Ouest, QC
Full-time
Vérification préalable: Vérification des antécédents judiciaires, vérification des études et vérification de crédit (au besoin)
Added 48 mins ago
Senior Financial Analyst (PFT) (CUPE 78.26)
Norfolk County
ON · Simcoe, ON
Full-time
Provide debenture administration including compiling documentation for long term debt issuances, credit rating engagement information requests, annual repayment limit calculations, and…
Added 49 mins ago
Senior Financial Analyst (PFT) (CUPE 78.26)
Norfolk County
Remote, Canada
Remote
Provide debenture administration including compiling documentation for long term debt issuances, credit rating engagement information requests, annual repayment limit calculations, and…
Added 1 hour ago
Directeur(rice) adjoint(e), audit externe
Altis
Montreal, QC
Full-time
Vérification des antécédents : Vérification des antécédents judiciaires requise. Une vérification de crédit pourrait également être demandée.
Added 1 hour ago
Manager, Finance and Risk
College of Naturopaths of Ontario
Toronto, ON
Full-time
The Manager, Finance and Risk is accountable for managing and supporting key organizational functions that contribute to the College’s overall effectiveness and sustainability.…
Added 1 hour ago
Assistant Manager, Lending Services, Corporate Credit (GWO)
Scotiabank
Toronto, ON
…Corporate Clients relative to the set up and maintenance of credit facilities generated by GBM and other BNS units wherein the Bank is an agent, participant lender or direct lender in a…
Added 1 hour ago
Financial Consultant - Rivers
Brandon University
Rivers, MB
Full-time
Reporting to the Branch Manager, the Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of…
Added 1 hour ago
Associate Financial Consultant - McTavish
Brandon University
Brandon, MB
Full-time
Assiniboine Credit Union Posted: September 25, 2026
Added 2 hours ago
Financial Services Representative - Full Time
Meridian Credit Union
Hamilton, ON
$50,000 to $53,000 CAD / year
Full-time
…advisory sales role such as opening new accounts, offering credit, deposit, identifying opportunities for wealth referrals, as well as positioning Meridian’s products and services to add…
Added 2 hours ago
Financial Services Associate - Full Time - 15 Month Contract
Meridian Credit Union
Hamilton, ON
$60,000 to $64,000 CAD / year
Full-time
…fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services.…
Added 2 hours ago
Program Manager - IT III
Robertson & Company Ltd.
Waterloo, ON
Contract
Robertson is seeking a skilled Program Manager - IT III to join our client in support of an existing vacancy.
Added 2 hours ago
Assistant Manager, Innovation
Bimbo Canada
Toronto, ON · Etobicoke, ON
Full-time
The Assistant Innovation Manager helps turn consumer-first ideas into meaningful, commercially viable innovation across a wide portfolio of brands. Reporting to the Innovation Manager and…
Added 2 hours ago
Financial Services Representative (BCGEU) - Newton
Vancity
Surrey, BC
Part-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 2 hours ago
Financial Services Representative - Blundell Centre (6-Month Contract)
Vancity
Richmond, BC
Full-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 2 hours ago
Senior Product Manager, Commercial Lending Decisioning & Insights (English/Spanish)
Scotiabank
Toronto, ON
…central to collaborating within a governance framework with Risk and Business teams, coordinating model development and standardization across regions, and ensuring the successful delivery…
Added 3 hours ago
Small Business Insurance - Bilingual Senior Insurance Underwriter
TD
Markham, ON · Montreal, QC
Full-time
…‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized…
Added 3 hours ago
Commercial Underwriting Specialist - Auto & Property
TD
Markham, ON
Full-time
…‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized…
Added 3 hours ago
Senior Advisor, Media Relations
TC Energy
Calgary, AB
Full-time
Reporting to the Senior Manager, Media Relations, this senior-level position involves developing and executing strategic media relations programs that strengthen TC Energy’s reputation,…

BMO

Personal Banking Associate

Bay Roberts, NL, Canada

Pay: $35,500.00 - $60,500.00
Job type: Full-time
Apply by: Oct 6, 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: Sep 25, 2026

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Original job description

Application Deadline:

10/05/2026

Address:

153 Conception Bay Highway

Job Family Group:

Retail Banking Sales & Service

Mutual Funds License preferred

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 - $60,500.00

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 associate delivers exceptional service by identifying customer needs and providing tailored financial advice and investment solutions. They also act as a lobby leader to guide customers through digital banking options and collaborate with partners to achieve branch business objectives.

Requirements

Candidates typically require 1-2 years of relevant experience or equivalent education and must be registered or willing to register to sell investment products. Strong interpersonal, communication, and consultative sales skills are essential for success in this team-based environment.

Skills

Customer service
Financial solutions
Sales
Investment advice
Relationship management
Communication skills
Problem solving
Analytical skills
Team collaboration
Risk management
Regulatory compliance
Digital banking
Inventory management
Interpersonal skills
Organization 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
Mutual Funds
Financial Services
Customer Experience
Credit Card Needs
Risk Management Framework
Money Laundering Reporting
Consultative Sales
Business Banking
Digital Tools
Compliance
Regulatory Environment
Investment Products
Branch Operations
Market Strategy

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