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Added 20 mins ago
SM
Senior Account Manager - Client Growth
Setsail Marketing
Vancouver, BC
- Full-time
✅ A relationship builder with a proven track record in client-facing roles.
Added 36 mins ago
HB
Assistant Store Manager - BOSS Outlet, Halton Hills
HUGO BOSS Canada, Inc.
Halton Hills, ON
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 51 mins ago
A
Account Manager / Onboarding Specialist
Appello
London, ON
- Full-time
…productivity and reduce administrative overhead. As an Account Manager / Onboarding Specialist, you'll play a key role in helping new customers adopt our platform successfully and then…
Added 51 mins ago
SH
Retail Sales Associate
Sunglass Hut
Niagara-on-the-Lake, ON
- Part-time
Hold yourself accountable for shift punctuality and proactively communicate to manager if obstacles arise
Added 51 mins ago
G
Manager in Training - Goose Bay-EN
Guillevin
Happy Valley-Goose Bay, NL
- Full-time
Added 51 mins ago
TS
Terminal Manager
The Seaboard Transport Group
Woodstock, ON
- Full-time
Position Overview: The Terminal Manager, Bulk Terminals is responsible for the safe, compliant, and efficient day-to-day operation of the rail terminal, including railcar coordination,…
Added 51 mins ago
CN
Health and Beauty Clerk (Vitamins/Supplements)
Community Natural Foods
AB · Edmonton, AB
- Part-time
…questions. The target is to ensure proper application of Customer Relationship Excellence and maintain high customer satisfaction while growing…
Added 1 hour ago
N
Category Manager
Nokia
Ottawa, ON · Kanata, ON
- Full-time
The Category Manager role is a strategic procurement position responsible for managing the end-to-end lifecycle of a specific category within Nokia. The primary focus is on developing and…
Added 1 hour ago
PF
Swimming Teacher
Places for People
Wentworth Centre, NS
- Temporary
…a Swimming Co-ordinator and a Contract Swimming Development…
Added 1 hour ago
HB
Store Manager - BOSS Outlet, Halton Hills
HUGO BOSS Canada, Inc.
Halton Hills, ON
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 1 hour ago
HB
Assistant Manager - BOSS Store, Square One
HUGO BOSS Canada, Inc.
Mississauga, ON
- Other
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 1 hour ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 1 hour ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 1 hour ago
SS
Security Site Supervisor - Critical Infrastructure & Energy
Securiguard Services Ltd.
Surrey, BC
- Full-time
Help maintain a professional and positive working relationship with the client and site stakeholders.
Added 1 hour ago
Account Executive
Corpay
Vancouver, BC
…directly to VP Operations and regularly collaborate with Account Manager/s and other…
Added 2 hours ago
TT
STORE MANAGER
The Tile Shoppe - Concord
Moncton, NB
- Full-time
Store Manager – Building Materials & Flooring | Full P&L Responsibility (Moncton)
Added 2 hours ago
RT
Senior Data Architect
Ripotek Technologies Inc.
Calgary, AB
- Full-time
Direct client interaction - you own the relationship
Added 2 hours ago
A
Business Development Manager
Ayming
Montreal, QC
- Full-time
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 2 hours ago
T
Senior Project Engineer
TransAlta
Calgary, AB
- Full-time
…strategic growth initiatives. Working closely with the Project Manager and Engineering Manager, you will provide technical leadership, oversee engineering and procurement contractors, and…
Added 2 hours ago
MC
SALES REPRESENTATIVE
McDonald Chevrolet Buick GMC Ltd.
Taber, AB
- Full-time
Report directly to the Sales Manager regarding objectives, planned activities, reviews, and analyses.
Added 2 hours ago
AH
Strategist
Alberta Health Services
Calgary, AB
- Full-time
Reporting to the Program Manager, the Strategist is responsible for planning, coordinating, implementing, and evaluating strategic initiatives that support the operational, clinical…
Added 3 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Use consultative and relationship building selling techniques to identify current and future connectivity solutions.
Added 3 hours ago
W
Senior Talent Acquisition Partner
WildBrain
Vancouver, BC
- Contract
Excellent communication, relationship-building, negotiation, and stakeholder-management skills.
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Temiskaming Shores, ON
- Full-time

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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