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Added 44 mins ago
GO
Supervisor, Administrative Operations
Government of Yukon
Whitehorse, YT
- Full-time
The Finance, Systems and Administration branch of Executive Council Office (ECO) supports the department in a corporate services role, including provision and coordination of financial and…
Added 44 mins ago
GO
Banking Services Manager
Government of Yukon
Whitehorse, YT
- Full-time
The Banking, Investment and Debt Services branch is responsible for management of the Yukon government’s banking and merchant services, cash and debt management, accounting of interest…
Added 44 mins ago
GO
Nursing Practice Consultant
Government of Yukon
Whitehorse, YT
- Full-time
Community Nursing Branch is responsible for the delivery of primary and public health care through health centres across the Yukon. This position is based in Whitehorse and includes the…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
- Full-time
The branch is open one evening per week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Customer service Branch Manager…
Added 7 hours ago
SC
Crane & Rigging Supervisor (Vancouver/Coquitlam, BC)
Sterling Crane
Coquitlam, BC
- Full-time
…for field supervision. This position reports directly to the Branch Manager. The ability to effectively lead, supervise and troubleshoot complex heavy lifts, ensure compliance with…
Added 8 hours ago
T
Personal Banker Trainee - Korean, Vietnamese, Mandarin and/or Cantonese are considered an asset
TD
Calgary, AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 8 hours ago
T
Personal Banker Trainee - Korean, Vietnamese, Mandarin and/or Cantonese are considered an asset
TD
Calgary, AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 11 hours ago
L
Financial Service Representative - LendDirect Office 1507
LendDirect
Oshawa, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 11 hours ago
Animal Welfare Officer
The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Ladysmith, BC · Lantzville, BC · Nanaimo, BC
Reporting to the Regional Manager Animal Protection, this position responds to concerns and complaints of animal cruelty within the assigned geographic area. This includes conducting…
Added 11 hours ago
BG
Service Technician - Shop_CA
Brandt Group of Companies
Brooks, AB
- Full-time
Operate within budgets and approvals established by the Service Manager.
Added 12 hours ago
ST
Field Operations Leader
Securitas Technology Canada
Port Coquitlam, BC
- $90,000 to $100,000 CAD / year
- Full-time
…execution, and acts as a trusted partner to the District Service Manager, Project teams, and customers. This position is ideal for a technically strong leader who isn’t afraid to roll up…
Added 12 hours ago
T
Personal Banker Trainee
TD
Calgary, AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 12 hours ago
CO
Water and Coffee Consultant
Culligan of Canada
Edmonton, AB
- $50,000 to $100,000 CAD / year
- Full-time
· Communicate daily with branch leaders, as required, on leads and scheduled installations and appointments
Added 13 hours ago
GL
User Access Management Analyst
goeasy Ltd.
Mississauga, ON
- Full-time
…activities, including the timely on-boarding, off-boarding, and branch transfers system…
Added 13 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 13 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 13 hours ago
MH
Crane & Rigging Supervisor (Vancouver/Coquitlam, BC)
Marmon Holdings, Inc.
Coquitlam, BC
- Full-time
…for field supervision. This position reports directly to the Branch Manager. The ability to effectively lead, supervise and troubleshoot complex heavy lifts, ensure compliance with…
Added 13 hours ago
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Personal Banker
BMO
Mississauga, ON
- Full-time
…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…
Added 13 hours ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Regina, SK
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 13 hours ago
BG
Gestionnaire du service – Équipement lourd – Construction et foresterie | Service Manager - Heavy Equipment - Construction & Forestry (Val d Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
Added 13 hours ago
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Private Banking Officer
BMO
London, ON
- Full-time
…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…
Added 14 hours ago
CM
Registered Nurse
Canadian Mental Health Association- Peel Branch
Brampton, ON
- Contract
Joining the Canadian Mental Health Association – Peel Dufferin Branch means you’ll be part of something meaningful. For starters, we’re honored to have received the Canadian Non-Profit…
Added 15 hours ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 15 hours ago
B
Customer Service Representative
BMO
Corner Brook, NL
- Part-time
…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…

BMO

Personal Banking Associate

Victoria, 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: Nov 13, 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 28, 2026

Original job description

Application Deadline:

11/12/2026

Address:

4470 West Saanich 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 collaborate with branch partners to grow customer relationships while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and a commitment to obtaining investment product registration within 12 months. Strong interpersonal, communication, and consultative sales skills are required to thrive in a team-based environment.

Skills

Customer service
Sales
Financial advice
Relationship management
Interpersonal skills
Problem solving
Communication
Organization
Collaboration
Analytical skills
Risk management
Compliance
Digital literacy
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
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Self-serve Options
Credit Card Needs
Inventory Management
Consultative Sales
Business Banking
Relationship Management
Market Analysis
Regulatory Environment
Operational Support

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