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Added 11 mins ago
MP
US Tax Associate
Moodys Private Client
Calgary, AB
- Full-time
The rapidly growing team at Moodys Private Client LLP seek to add a US Tax Associate to its accounting team in Calgary, Alberta, Canada. Moodys Private Client Accounting is part of Moodys…
Added 26 mins ago
Associate Director, Social Policy
Government of Alberta
AB
As an Associate Director, you will monitor political, program and service developments in the context of intergovernmental policy, provide strategic advice and policy analysis, disseminate…
Added 26 mins ago
AA
Commercial Account Manager
Advance Auto Parts
Kitchener, ON
- Full-time
At Advance Auto Parts, a Customer Account Manager (CAM) sells or oversees the selling of automotive products for repair or distribution to automotive repair shops and other commercial…
Added 41 mins ago
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Value Stream Manager Vanes
RTX
Longueuil, QC
- Full-time
Added 55 mins ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 1 hour ago
T
Customer Experience Associate
TD
Kingston, ON
- Part-time
Generally reports to a Manager Customer Experience or Branch Manager
Added 1 hour ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
The Audit Manager II is a Financial Crime Professional, resilient, dynamic, trusted advisor, relationship manager, people manager and adaptive leader with knowledge and experience with…
Added 1 hour ago
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Personal Banking Associate
TD
Ottawa, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
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Associate Agricultural Service
TD
Guelph, ON
- Full-time
…issues governing the agriculture community. You will develop relationship management skills by assisting clients with their business plans and offering customized financial solutions that…
Added 1 hour ago
T
Canadian Commercial Banking Associate
TD
Woodbridge, ON
- Full-time
…program before moving up to become an Analyst on a team with a Relationship Manager or as a standalone Account Manager. Your future career path in TD Commercial Banking can include a…
Added 1 hour ago
M
Sr. Associate Project Manager
McKesson
Mississauga, ON
- Full-time
McKesson is seeking a Sr. Associate Project Manager to support the successful planning, execution, and delivery of cybersecurity initiatives that protect our technology ecosystem. This role…
Added 1 hour ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Montreal, QC
- Full-time
Reporting to the Claims Manager, Auto Personal Lines, you will be the first point of contact for our customers, primarily supporting them by phone. Most of your day will be spent on the…
Added 1 hour ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Waterloo, ON
- Full-time
Reporting to the Claims Manager, Auto Personal Lines, you will be the first point of contact for our customers, primarily supporting them by phone. Most of your day will be spent on the…
Added 1 hour ago
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Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Added 1 hour ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Added 1 hour ago
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General Manager
Havergal
Toronto, ON · NORTH YORK, ON
- Full-time
The General Manager is responsible for all aspects of the operation including: budgeting, financial management and weekly analysis, implementation and ongoing success of retail and…
Added 1 hour ago
AC
Associate, Investments - Trans-Canada Capital
Air Canada
Montreal, QC
- Full-time
…hedge funds, public equities, and co-investments, providing the Associate with exposure to a wide range of investment strategies, manager types, and asset classes. TCC operates with a lean,…
Added 1 hour ago
M
Customer Success Associate
Mindlance
Toronto, ON
- $20 to $35 CAD / hour
- Contract
Job title: Customer Success Associate/Customer Success Lead/Customer Success Manager
Added 1 hour ago
FN
Manager and Team Lead, Third Party Residential Underwriting-NBBP
First National Financial LP
Montreal, QC
- Full-time
Reporting to the Director and Team Lead, Third Party Residential Underwriting-NBBP, the Manager manages a team of Mortgage Underwriters, Associate Mortgage Underwriters, and Mortgage…
Added 2 hours ago
CG
Unit Food Manager, South Carleton High School
Compass Group Canada
Ottawa, ON · Richmond, ON
- Full-time
Think you have what it takes to be our Unit Manager? Here’s how we’ll know you’ll be successful in the role.
Added 2 hours ago
NB
Private Banking Associate, Private Banking 1859
National Bank of Canada
Calgary, AB
- Temporary
Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
Added 2 hours ago
Associate Director Development Student and Campus Experience
University of Guelph
Guelph, ON
…of Guelph's work. As a member of this campus-wide team, the Associate Director of Development, Student and Campus Experience (ADD-SCE) epitomizes the department’s shared values of respect,…
Added 2 hours ago
W
Associate, Financial Planning (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Associate, Financial Planning, supports the delivery of personalized financial…
Added 2 hours ago
CH
Development Associate, Campaign
Covenant House Toronto
Toronto, ON
- Full-time
Working closely with the Vice President, Campaign, the Senior Manager, Campaign Operations and frontline fundraisers, the Development Associate will coordinate campaign activity, maintain…
Added 2 hours ago
Sales Representative, Residential Repaint
Sherwin-Williams
Orangeville, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams

BMO

Personal Banking Associate

Burnaby, BC, 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: Oct 16, 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 6, 2026

Original job description

Application Deadline:

10/15/2026

Address:

3778 Grand Promenade

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 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 while managing operational tasks and ensuring compliance with regulatory standards.

Requirements

Candidates should have 1 to 2 years of relevant experience or education and possess strong interpersonal and consultative sales skills. Proficiency in digital tools and a commitment to providing a personalized customer experience are essential for this role.

Skills

Customer service
Financial advice
Sales
Relationship management
Communication
Problem solving
Interpersonal skills
Analytical skills
Organization
Collaboration
Risk management
Compliance
Digital literacy
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 Solutions
Customer Experience
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Self-serve Options
Credit Card Needs
Inventory Management
Consultative Sales
Branch Operations
Financial Services

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