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Added 11 mins ago
M
Guest Services Associate
Marriott
Ottawa, ON
- Full-time
…station. Run and check daily reports, contingency lists, and credit card authorization reports. Supply guests with directions and information. Answer, record, and process all guest calls,…
Added 11 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-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 11 mins ago
T
Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- 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 11 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · Mount Pleasant Thrift Store
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 11 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · Mount Pleasant Thrift Store
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 11 mins ago
Financial Service Representative
Money Mart
Calgary, AB
…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…
Added 11 mins ago
Financial Service Representative
Money Mart
Peace River, AB
…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…
Added 11 mins ago
AS
Inside Sales Representative/Shipper (90023)
ABC Supply Co., Inc.
Sarnia, ON
- Full-time
…expansion into Canada, we are looking for a talented, Inside Sales Associate/Warehouse Material Handler to join our…
Added 11 mins ago
NB
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
- Full-time
A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at…
Added 56 mins ago
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Associate, Commercial Banking - Bilingual
CIBC
Val-d'Or, QC
- Part-time
…teams through client acquisition, relationship management and credit management processes as well as providing transactional support for client specific financing solutions. This role will…
Added 56 mins ago
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Associate, Corporate Banking - FIG
BMO
Toronto, ON · FCP
- Full-time
The Associate, Corporate Banking supports the origination and structuring of corporate lending transactions, and coordinates with other product partners as an integral part of a larger…
Added 1 hour ago
C
Associate, Commercial Banking - Bilingual
CIBC
Val-d'Or, QC
- Part-time
…teams through client acquisition, relationship management and credit management processes as well as providing transactional support for client specific financing solutions. This role will…
Added 1 hour ago
R
Equipment Finance Associate
RBC
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 2 hours ago
FR
US Corporates - Credit Analyst, Associate Director - Industrials & Transportation - Toronto
Fitch Ratings
Toronto, ON
- Full-time
US Corporates – Credit Analyst, Associate Director - Industrials & Transportation
Added 2 hours ago
US Corporates - Credit Analyst, Associate Director - Industrials & Transportation - Toronto
Fitch Group
Toronto, ON
US Corporates – Credit Analyst, Associate Director - Industrials & Transportation
Added 2 hours ago
E
Specialist, Regulatory Affairs
EPCOR
AB · Edmonton, Alberta
- Full-time
Working with the Associate Director to enhance regulatory processes (e.g., Tariff filings, Performance Based Regulation filings, AUC Rule reporting, grant applications, etc.).
Added 2 hours ago
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Associate, Commercial Banking (Real Estate Finance)
BMO
Montreal, QC · DEMA
- Full-time
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit…
Added 3 hours ago
NO
Sales Associate (Part-Time) - Markville
Nestle Operational Services Worldwide SA
ON · Markham, ON
- Part-time
Free coffee machine + Monthly Nespresso credit
Added 3 hours ago
NO
Sales Associate (Part-Time) - Mayfair
Nestle Operational Services Worldwide SA
Victoria, BC
- Part-time
Free coffee machine + Monthly Nespresso credit
Added 3 hours ago
F
Production Fulfillment Associate
Fiserv
Mississauga, ON
- Full-time
…– quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global…
Added 3 hours ago
Sales Associate
Rogers Communications
Toronto, ON
…our selection process, all candidates must clear a criminal/credit background check and ID verification. Previous employment verification may be required depending on the…
Added 3 hours ago
SD
Administrateur de magasin temps partiel jour Embauche feu vert
Shoppers Drug Mart
Shawinigan, QC
- Part-time
Répartir périodiquement les frais payés au moyen de la carte de crédit du magasin.
Added 3 hours ago
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(CAN) Customer Service Manager
Walmart
New Glasgow, NS
- Part-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 3 hours ago
TS
Store Associate
The Salvation Army in Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 3 hours ago
IG
Bilingual Customer Excellence Associate
IMCD Group
Brampton, ON
- Full-time
The Customer Excellence Associate embodies core values such as entrepreneurial spirit, freedom to act, partnership, integrity and trust, and financial discipline. They think like an owner,…

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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