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Added 6 mins ago
QM
Quality Assurance Associate
Quantum Management Services Ltd.
Brantford, ON
- $30 CAD / hour
- Contract
Our client is looking for a Quality Assurance Associate to join their team in Brantford. This role is ideal for a quality professional with pharmaceutical, radiopharmaceutical, or…
Added 7 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 7 mins ago
RB
Associate Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 20 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 20 mins ago
KC
Analyst, Mortgage Asset Management
KingSett Capital
Toronto, ON
- Full-time
…to join our CMHC mortgage servicing team. Reporting to the Associate Director, Mortgage Asset Management, you will be responsible for the administration and compliance monitoring of a…
Added 37 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 37 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
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Added 37 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 37 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
As a member of VHA’s multidisciplinary research team, the Research Associate will further VHA’s vision to lead with science in the homecare sector. Working within an embedded research…
Added 49 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
As a member of VHA’s multidisciplinary research team, the Research Associate will further VHA’s vision to lead with science in the homecare sector. Working within an embedded research…
Added 49 mins ago
PC
Internal Audit Senior Associate
PwC Canada
Toronto, ON
- Full-time
As an Internal Audit Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will have the opportunity to work with…
Added 49 mins ago
W
Associate Securitization
Winchesters
Toronto, ON
- $100,000 to $115,000 CAD / year
- Full-time
Our client is a well-established, Canadian private equity real estate investment firm with a diversified national portfolio spanning growth, income, urban, mortgage lending, and affordable…
Added 49 mins ago
FL
Associate Lawyer
FRIC, LOWENSTEIN & CO. LLP
Calgary, AB
- Full-time
…successful candidate will gain experience with court appearances, client meetings and, in due course, handling their own…
Added 52 mins ago
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Customer Experience Associate
TD
AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 52 mins ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 52 mins ago
MU
Administrative Manager
McGill University
ON
- Full-time
Reporting to the Associate Director Administration, the Administrative Manager is responsible for planning, developing and implementing business processes related to finance, human…
Added 52 mins ago
Associate Legal Counsel
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Ottawa, ON
Legal Services provides a comprehensive and complex range of legal services to elected officials, all City of Ottawa departments, and various boards and commissions (i.e. Ottawa Police…
Added 52 mins ago
Customer Experience Associate - MacLeod Centre Branch, AB (18.75 hours/week)
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 52 mins ago
Client Care Specialist
Property Law Firm CB LLP
Oakville, ON
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Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Beaconsfield, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Mont-Laurier, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
T
Personal Banking Associate
TD
Niagara Falls, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
Information Security Specialist - Risk Management Transformation
TD
Toronto, ON
- Full-time
This position reports to the Associate Vice President, Risk Management Tools and Transformation. The Information Security Specialist, Risk Management Transformation is a results-driven…

BMO

Personal Banking Associate

Guelph, ON, 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 9, 2026

Original job description

Application Deadline:

10/22/2026

Address:

435 Stone Road

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 ensuring operational compliance and security.

Requirements

Candidates should have 1-2 years of relevant experience or education and possess strong interpersonal and consultative sales skills. Registration to sell investment products is required or must be obtained within 12 months.

Skills

Customer service
Financial advice
Sales
Relationship management
Consultative selling
Interpersonal skills
Problem solving
Communication skills
Organization skills
Risk management
Compliance
Investment product knowledge
Digital literacy
Team collaboration
Analytical skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

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

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