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Added 26 mins ago
R
Private Banking Associate
RBC
North Vancouver, BC · Vancouver, BC
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 2 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Added 12 hours ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Orangeville, ON
- Full-time
…we’re caring and supporting our customers in new ways every…
Added 17 hours ago
IF
Agent(e) au service à la clientèle
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
Added 17 hours ago
SD
Beauty Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Fort St. John, BC
- Full-time
…we’re caring and supporting our customers in new ways every…
Added 1 day ago
LC
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Full-time
…we’re caring and supporting our customers in new ways every…
Added 2 days ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Red Deer, AB
- Full-time
…we’re caring and supporting our customers in new ways every…
Added 2 days ago
RB
Private Banking Associate
Royal Bank of Canada
Ottawa, ON
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 2 days ago
RS
Agent(e) au service à la clientèle
Ryder System, Inc.
Ottawa, ON · Vanier, ON
- Full-time
Added 2 days ago
TU
Professional Programs Manager
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The School of Population and Public Health (SPPH) is part of the Faculty of Medicine at the Vancouver campus of the University of British Columbia. The School offers six graduate programs…
Added 2 days ago
R
Private Banking Associate
RBC
Ottawa, ON
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 2 days ago
UO
Professional Programs Manager
University of British Columbia
Vancouver, BC · UBCV | School of Population & Public Health (SPPH)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The School of Population and Public Health (SPPH) is part of the Faculty of Medicine at the Vancouver campus of the University of British Columbia. The School offers six graduate programs…
Added 2 days ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Associate role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role…
Added 2 days ago
RS
Agent(e) au service à la clientèle
Ryder Supply Chain Solutions
Quebec, QC · Vanier
- Full-time
Added 2 days ago
B
Client Delivery Associate
BMO
Winnipeg, MB
- Full-time
…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…
Added 2 days ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Excellent time management, organizational skills, and attention to detail
Added 2 days ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
Excellent time management, organizational skills, and attention to detail
Added 2 days ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate
RBC
Toronto, ON
- Full-time
Excellent time management, organizational skills, and attention to detail
Added 2 days ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
…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…
Added 3 days ago
B
Client Service Associate, Private Wealth
BMO
Oshawa, ON · OSHA
- Full-time
As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.
Added 3 days ago
RB
Associate Director, Global Risk Analytics
Royal Bank of Canada
Toronto, ON
- Full-time
As part of the Group Risk Management team, the Associate Director, Global Risk Analytics is responsible for the conceptual design, development, and ongoing maintenance of the mathematical…
Added 3 days ago
AC
Associate Operations Manager - Healthcare: Food, Laundry & Housekeeping Services
Aramark Canada
Calgary, AB
- Full-time
Time to Recharge: Three weeks of paid vacation for all new salaried hires, plus 3 personal/flex days dedicated to your mental health and well-being.

BMO

Personal Banking Associate

Toronto, 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: Nov 10, 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 23, 2026

Original job description

Application Deadline:

11/09/2026

Address:

382 Yonge Street, Unit 4

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 promote digital banking options.

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
Financial solutions
Sales
Relationship management
Investment advice
Communication skills
Problem solving
Analytical skills
Team collaboration
Risk management
Compliance
Digital banking
Inventory management
Interpersonal skills
Organization 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
Financial Services
Customer Experience
Investment Products
Credit Card Needs
Risk Management Framework
Money Laundering Reporting
Regulatory Compliance
Consultative Sales
Digital Tools
Branch Operations
Referral Opportunities
Market Needs
Business Objectives
Personal Banking

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