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Added 3 mins ago
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Manager, Strategy and Operations, OCIO
OPTrust
Toronto, ON
- Contract
The Manager, Strategy, OCIO will support the CIO, and SEMDs in the day-to-day management of the Investment Division. The individual will play an important role in high-impact strategic…
Added 3 mins ago
RG
Accounting & Consolidation Manager
Ramudden Global North America
Markham, ON
- Full-time
Reporting to the Corporate Controller, the Accounting & Consolidation Manager will play an important role in our North American Finance team, overseeing corporate accounting, financial…
Added 3 mins ago
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Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
As an Assistant Branch Manager, you will establish and develop relationships with our business community contacts and look for opportunities to promote Vancity products and services with…
Added 5 mins ago
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Manager, Underwriting
AMA - Alberta Motor Association
Calgary, AB
- Full-time
As the Manager, Mortgage Underwriting, you will lead a team of Underwriters and Mortgage Associates , provide guidance on complex credit decisions, and collaborate closely with Business…
Added 5 mins ago
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Data Storage Manager
ATCO
Calgary, AB
- Full-time
…powers and protects a diverse global business. As Data Storage Manager, you'll lead the evolution of critical enterprise storage and cyber resiliency solutions, influencing long-term…
Added 5 mins ago
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Manager, Commercial Accounting
Atlas Corp.
Vancouver, BC
- $120,000 to $140,000 CAD / year
We are looking for a Manager, Commercial Accounting who will lead the financial management and recovery optimization of complex projects and commercial arrangements by overseeing cost…
Added 5 mins ago
Senior Manager, Data Initiatives
Scotiabank
Toronto, ON
High-quality data is critical to Global Wealth Management & Insurance’s strategic objectives. As a Senior Manager, Data Initiatives, you are a senior member of a business-focused data…
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Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
Completes complex & diverse tasks within given rules/limits.
Added 5 mins ago
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Customer Service Representative
BMO
Vancouver, BC
- Part-time
Escalates complex or unresolved customer situations to managers as required.
Added 5 mins ago
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Senior Property Accountant
QuadReal Property Group
Toronto, ON
- Full-time
Reporting directly to the Accounting Manager, the Senior Property Accountant is responsible for adding value to QuadReal by providing meaningful financial information that is professional,…
Added 20 mins ago
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Senior Specialist Marketing Finance and Procurement
OSL Retail Services Inc
Mississauga, ON
- Other
…correct behaviors of business stakeholders are met. Performing complex data analysis to identify new marketing vendor sourcing, expanding vendor pool and other cost optimization…
Added 20 mins ago
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Senior Manager, Payments
Super.com
Remote, Canada
- Full-time
- Remote
…made up primarily of engineers, along with a technical account…
Added 20 mins ago
SC
Funeral Home Manager
Service Corporation International
Peterborough, ON
- Full-time
Collaborate with Finance Field Manager to monitor and understand financial trend, changes, and mechanisms to drive financial goals.
Added 20 mins ago
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Finance Transformation Senior Manager
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
You are a recognized leader in finance transformation with a passion for helping organizations navigate complex business challenges and deliver lasting value. You thrive at the intersection…
Added 33 mins ago
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Project Manager (Finance & Tax)
Infotree Global Solutions
Montreal, QC
- Contract
The Finance and Tax (F&T) Transformation and Continuous Project Manager will manage a portfolio of Finance and Tax process/tool optimization projects under the supervision of the local team…
Added 35 mins ago
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Finance Manager
TD
Toronto, ON
- Full-time
Lead on the interpretation of complex business issues, generate multifaceted insights and identify opportunities to help drive business growth or address business/enterprise needs
Added 35 mins ago
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Specialized Finance Manager
TD
Toronto, ON
- Full-time
The Manager is responsible for providing regulatory capital advisory, with a particular emphasis on Market Risk capital, supporting Global Markets activities.
Added 35 mins ago
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Senior Business Program Analyst
TD
Toronto, ON
- Full-time
…critical to cohort delivery. Working closely with the Data Manager and business stakeholders, the successful candidate will be responsible for preparing customer outreach files, maintaining…
Added 35 mins ago
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Operations Analyst II
TD
Mississauga, ON
- Full-time
Execute more complex transactions and overrides accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
Added 35 mins ago
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Manager, Payroll (18 Month Contract)
Saje Natural Wellness
Toronto, ON
- Contract
…make:<br><br></strong>Reporting to the Director, People & Total Rewards, the Payroll Manager provides leadership and oversight of Saje’s Canadian and U.S. payroll operations,…
Added 35 mins ago
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Accounting & Consolidation Manager
Ramudden
Markham, ON
- Full-time
Reporting to the Corporate Controller, the Accounting & Consolidation Manager will play an important role in our North American Finance team, overseeing corporate accounting, financial…
Added 49 mins ago
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Associate, Business Analytics
CIBC
Toronto, ON
- Full-time
…partner support. As a Business Analyst, you'll support the Manager, Sales Reporting and Analysis with the validation of sales for a seasoned Financial Planning Consultant sales force.…
Added 49 mins ago
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Analyst, Investment Banking, Energy
BMO
Calgary, AB · CALG
- Full-time
· Performing complex financial analysis including financial modeling.
Added 49 mins ago
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Market Fundamentals Analyst
AESO
Calgary, AB · KPMG Tower
- Full-time
Reporting to the Manager, Generation Forecasting & Resource Adequacy, we are looking for a Market Fundamentals Analyst to lead and support forecasting and market analysis initiatives that…
Added 1 hour ago
SC
Department Purchasing and Contracts Advisor, Utilities
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
…compliant and aligned with corporate standards. Reporting to the Manager, Utilities Finance and Accounting, you’ll provide trusted advice and guidance to employees, identify opportunities…

BMO

Personal Banking Associate

Surrey, 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 23, 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 7, 2026

Original job description

Application Deadline:

10/22/2026

Address:

13745 George Junction

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 collaborate with branch partners to grow customer relationships while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates typically require 1-2 years of relevant experience or an equivalent combination of education and experience. Strong interpersonal skills, a consultative sales approach, and the ability to work in a team-based environment are essential.

Skills

Customer service
Sales
Financial advice
Relationship management
Communication
Problem solving
Interpersonal skills
Analytical skills
Organization
Collaboration
Investment product knowledge
Digital literacy
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
Self-serve Options
Credit Card Needs
Inventory Management
Consultative Sales
Branch Operations
Relationship Banking

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