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Added 7 mins ago
RB
Small Business Markets Recruitment & Networking Session- November 2026
Royal Bank of Canada
Toronto, ON
- Full-time
Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs to win as One RBC
Added 22 mins ago
T
Personal Banking Associate-Etobicoke- Future Opportunities
TD
Toronto, ON
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
Added 22 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 22 mins ago
T
Customer Experience Associate
TD
Barrhead, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 22 mins ago
T
Business Banking Associate
TD
Thunder Bay, ON
- Full-time
…standalone Account Manager. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management. Positions are…
Added 38 mins ago
Financial Service Representative
Money Mart
Edmonton, AB
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 38 mins ago
B
Personal Banking Associate
BMO
Guelph, ON
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 38 mins ago
B
Personal Banking Associate
BMO
Woodstock, ON
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 53 mins ago
Customer Experience Associate - Park Royal Shopping Centre, West Vancouver BC (18.75hrs/week)
Scotiabank
West Vancouver, BC
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
R
Small Business Markets Recruitment & Networking Session- November 2026
RBC
Toronto, ON
- Full-time
Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs to win as One RBC
Added 1 hour ago
T
Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Vancouver, BC
- Full-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving…
Added 1 hour ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
C
Client Associate
CIBC
Barrie, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 hour ago
C
Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 hour ago
Part - Time Financial Service Representative
Money Mart
Brampton, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 1 hour ago
Financial Service Representative
Money Mart
Midland, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 1 hour ago
Financial Service Representative
Money Mart
Thunder Bay, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 1 hour ago
Financial Service Representative
Money Mart
Edmonton, AB
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 2 hours ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
Continue to Evolve: Engage in ongoing training and development, set personal goals, and aim to be a key part of the company’s succession plan.
Added 2 hours ago
AF
Assistant Branch Manager - Office 1553
Attain Finance
Kingston, ON
- Full-time
Continue to Evolve: Engage in ongoing training and development, set personal goals, and aim to be a key part of the company’s succession plan.
Added 2 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…operations across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager (administrative), the incumbent will support Principal Investigators with…
Added 2 hours ago
C
Client Associate
CIBC
Barrie, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 2 hours ago
C
Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 3 hours ago
Associate Private Banker - Toronto/Markham
Scotiabank
Toronto, ON · Markham, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 3 hours ago
Customer Experience Associate - Yonge & St. Clair, Toronto, ON (22.5 hours/week)
Scotiabank
Toronto, ON
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

BMO

Personal Banking Associate

Brantford, ON, Canada

$35,500.00 - $60,500.00 · Full-time

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Job details

Pay: $35,500.00 - $60,500.00
Job type: Full-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:

57 Market 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 - $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 Personal Banking Associate delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions. They also collaborate with branch partners to drive business results, manage operational tasks, and promote digital banking options.

Requirements

Candidates should have 1-2 years of relevant experience or education and possess strong interpersonal and consultative sales skills. Proficiency in digital tools and a commitment to regulatory compliance and ethical standards are essential.

Skills

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

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
Customer Experience
Sales
Investment Products
Compliance
Risk Management
Money Laundering Reporting
Digital Banking
Consultative Sales
Branch Operations
Inventory Management
Credit Card Services
Relationship Building
Financial Advice
Regulatory Requirements
Market Analysis
Team Collaboration
Problem Solving
Communication Skills

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