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Added 7 mins ago
GW
Associate Lawyer - Medical Defence
Gowling WLG
Ottawa, ON
- $100,000 to $132,000 CAD / year
- Full-time
Exceptional client relationship management skills; and,
Added 9 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Night
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Toronto, ON
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
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TB
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Red Deer, AB
- Full-time
Build a relationship with your customer from greeting through post-sale contact.
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Build a relationship with your customer from greeting through post-sale contact.
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TS
Union Store Associate
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- Part-time
Good organizational, time management, and prioritization skills.
Added 1 hour ago
TU
Academic and Career Advisor
The University of British Columbia
Kelowna, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
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Added 1 hour ago
RD
Associate
RBC Dominion Securities
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- Full-time
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Added 1 hour ago
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Store Associate
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Store Associate
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Union Store Associate
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Added 1 hour ago
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Little Current Open House Event
TD
Little Current, 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
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Ottawa, ON · Merivale Thrift Store
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Added 1 hour ago
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Investment Associate
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Added 1 hour ago
AC
Senior Associate, Investment Consulting
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- Full-time
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Added 2 hours ago
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Senior Fund Accountant, Private Equity
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Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
…navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions…
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Co-op Career Advisor and Industry Partner
The University of British Columbia
Vancouver, BC
- Full-time
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- Full-time
The Faculty of Applied Science Co-op Program is responsible for the development, implementation, management and evaluation of Co-operative Education in the Faculty of Applied Science.…
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UO
Co-op Career Advisor and Industry Partner
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Vancouver, BC · UBCV | Pulp and Paper Centre (PAPC)
- Full-time
The Faculty of Applied Science Co-op Program is responsible for the development, implementation, management and evaluation of Co-operative Education in the Faculty of Applied Science.…
Added 2 hours ago
UO
Co-op Career Advisor and Industry Partner
University of British Columbia
Vancouver, BC · UBCV | Pulp and Paper Centre (PAPC)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Faculty of Applied Science Co-op Program is responsible for the development, implementation, management and evaluation of Co-operative Education in the Faculty of Applied Science.…
Added 2 hours ago
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Personal Banking Associate
TD
Toronto, 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 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…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 their financial…
Added 2 hours ago
SB
07533 Inside Sales
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Added 2 hours ago
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Private Banking Associate
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BMO

Personal Banking Associate

Westmount, QC, 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: Nov 7, 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 20, 2026

Original job description

Application Deadline:

11/06/2026

Address:

4817 Sherbrooke Street West

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, manage operational tasks, and ensure compliance with regulatory and risk management frameworks.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and be comfortable using digital tools and social media. A commitment to customer service, strong interpersonal skills, and the ability to work in a consultative sales environment are essential.

Skills

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

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
Sales
Customer Experience
Financial Solutions
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Operational Support
Consultative Sales
Business Banking
Digital Banking
Inventory Management
Relationship Growth
Market Analysis

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