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Added 8 mins ago
C
Associate Insurance Advisor
Co-operators
Victoria, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 8 mins ago
RB
Associate, Wealth Management
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.…
Added 8 mins ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 23 mins ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Intérêt marqué pour la vente, le développement des affaires, une expérience en service à la clientèle (centre d’appels, services bancaires ou commerce de détail, un atout)
Added 23 mins ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
A career as an Associate in the Evolution Wealth Management team at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and…
Added 23 mins ago
MC
Technicien(ne) de l'entrepot magasin / Store Warehouse Associate
Mobilia Canada
QC · Montérégie, QC
- Full-time
…marchandise en magasin. Il/elle se doit également d'offrir un service courtois aux clients…
Added 23 mins ago
R
Directeur / Directrice Fusions et Acquisitions, Marché Intermédiaire- FR
RBC
Montréal-Ouest, QC
- Full-time
…largest dedicated Mid-Market M&A team within RBC’s Corporate Client Group in Commercial Banking. As a Director, you will assume day-to-day responsibility for pitch support, end-to-end…
Added 23 mins ago
Tax - Tax Associate
Segal GCSE LLP
Toronto, ON
…environment all with a focus on providing clients best in class client…
Added 23 mins ago
Sales Associate
Laura Canada
Saskatoon, SK
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 23 mins ago
SG
Enterprise - Intermediate Associate
Segal GCSE LLP
Toronto, ON
- $58,000 to $72,000 CAD / year
The Enterprise Intermediate Associate completes compilation engagements and assigned sections of larger or more complex client files with increased independence and limited supervision.…
Added 23 mins ago
A
Bilingual Senior Workforce Manager Support Consultant / Consultant(e) principal(e) en soutien à la gestion des effectifs bilingue
ADP
Burnaby, BC · Toronto, ON · Montreal, QC · Dartmouth, NS · Etobicoke, Ontario
- Full-time
Service Delivery at ADP. It's all about enabling the clients we serve to be more effective employers. You can make it happen by collaborating with other ADP associates to ensure our…
Added 23 mins ago
M
Technicien(ne) de l'entrepot magasin / Store Warehouse Associate
Mobilia
Quebec, QC · St-Hubert, Quebec
- Full-time
…marchandise en magasin. Il/elle se doit également d'offrir un service courtois aux clients…
Added 38 mins ago
BS
Associé(e) aux ventes à temps plein / Full-Time Sales Associate - Place Rosemère
Browns Shoes
Rosemère, QC
- Full-time
Chez Chaussures Browns, nous nous efforçons de créer des expériences client exceptionnelles empreintes de style, de service et de passion.
Added 38 mins ago
MJ
PT Sales Associate - Toronto Premium Outlet
Marc Jacobs
Halton Hills, ON
- $17.6 to $18 CAD / hour
- Part-time
Marc Jacobs International, powered by the creative genius of Marc Jacobs, seeks a Sales Associate to join its Toronto Premium Outlet location in Halton Hills, Ontario. As a Sales Associate…
Added 53 mins ago
B
Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Deposits plays a critical role in supporting and advancing the Private Wealth Deposits business across both Private Banking and BMO Nesbitt Burns. This position…
Added 1 hour ago
GL
Administrative Systems Associate
GroupSource LP
Calgary, AB
- Full-time
GroupSource is currently recruiting for an Administrative Systems Associate to join our team in Calgary, AB. This is full-time, hybrid role based out of Calgary, AB, where you'll have the…
Added 1 hour ago
KL
Associate Lawyer
KSI Law
Markham, ON
- Full-time
Preparing, issuing, and overseeing service of Notices of Sale in accordance with the Mortgages Act (Ontario) and the terms of each mortgage instrument.
Added 1 hour ago
Part-Time Sales Associate - Browns Outlet CrossIron Mills
Browns Shoes
AB · Rocky View, Calgary
At Browns Shoes, we’re all about creating exceptional customer experiences filled with style, service, and passion.
Added 1 hour ago
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Part-Time Sales Associate - Browns Market Mall
Browns Shoes
Calgary, AB
- Part-time
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Added 1 hour ago
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Personal Banking Associate Trainee (Korean Language Skills an Asset)
TD
Langley (District), BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
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Customer Experience Associate
TD
Kamloops, BC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Customer Experience Associate
TD
Welland, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
personal banking associate
TD
Erin, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
T
Customer Experience Associate
TD
Canmore, AB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
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Desktop Support Engineer (Level 2)
NSC Global
Brantford, ON
- Other
…including rights, security and systems groups. May require an associate’s degree in a related area or 5+ years of experience in the field or in a related area. Familiar with a variety of…

BMO

Personal Banking Associate

St. Stephen, NB, Canada

$35,500.00 - $60,500.00 · Part-time

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Job details

Pay: $35,500.00 - $60,500.00
Job type: Part-time
Apply by: Oct 19, 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 5, 2026

Original job description

Application Deadline:

10/18/2026

Address:

67 Milltown Boulevard

Job Family Group:

Retail Banking Sales & Service

Mutual Funds License required

*Please note this role is part time*

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 financial advice while collaborating with partners to grow relationships. They also manage branch operational activities and act as a lobby leader to guide customers through digital and self-serve banking options.

Requirements

Candidates should have 1-2 years of relevant experience and a passion for delivering a personal customer experience. Registration to sell investment products is required or must be completed within 12 months of hire.

Skills

Customer service
Sales
Financial solutions
Investment advice
Relationship management
Communication skills
Problem solving
Interpersonal skills
Risk management
Compliance
Digital literacy
Consultative sales
Team collaboration
Operational support
Inventory management

Benefits

Health insurance
Tuition reimbursement
Accident and 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
Sales
Compliance
Risk Management
Money Laundering Reporting
Digital Banking
Credit Card Needs
Investment Products
Consultative Sales
Branch Operations
Inventory Management
Regulatory Environment
Interpersonal Skills
Problem Solving
Teamwork
Financial Advice
Referral Opportunities

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