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Added 8 mins ago
B
Senior Analyst, Data Analytics & Automation Solutions
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 8 mins ago
MH
Guest Services Associate
MasterBUILT Hotels Ltd.
Kitimat, BC
- Full-time
The Guest Services Associate will work diligently to ensure the quality, cleanliness and service of the property are consistently maintained. They must be committed to the achievement of…
Added 8 mins ago
FP
Assistant Controller- Dual Property
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
…Kelowna is currently looking for an Assistant Controller- Dual…
Added 23 mins ago
AC
Early Careers: Broker, Risk Solutions - Calgary
Aon Corporation
Calgary, AB
- Full-time
…and deliver innovative risk and insurance solutions - from property and casualty to cyber and specialty risks - using data, analytics, and deep market insight to help them make better…
Added 23 mins ago
NF
Claims Adjuster, Casualty & Litigation
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC
- Full-time
…have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of our customers and we go…
Added 38 mins ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Added 38 mins ago
B
Customer Service Representative
BMO
Corner Brook, NL
- Part-time
Added 38 mins ago
B
Customer Service Representative
BMO
North Vancouver, BC
- Part-time
Added 38 mins ago
WM
Office Administrator
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
In order to travel by air or access federal property, federal law requires individuals have a REAL ID or an acceptable alternative. This position may require the successful candidate to…
Added 38 mins ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Establish service standards, procedures, escalation paths and performance measures. Partner effectively with landlords, property managers, vendors and internal teams to address building,…
Added 53 mins ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
Added 1 hour ago
DF
Retail Credit Underwriter
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Review, analyze, and verify mortgage application information, including financial statements, income documentation, property assessments, appraisals, and supporting documentation for…
Added 1 hour ago
LN
Human Resources Generalist
Lord Nelson Hotel & Suites
Halifax, NS
- Full-time
…dynamic team that is setting the standard of excellence in the property management…
Added 1 hour ago
A
Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
Employee discounts (15% on auto and property insurance, plus many other products and services)
Added 1 hour ago
NF
Director, Corporate Underwriting, Specialty Risk, Programs & Travel
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC
- Full-time
10+ years of commercial property and casualty underwriting experience, including mid-market and large commercial risks
Added 1 hour ago
B
Mortgaga Specialist
BMO
Brampton, ON
- Full-time
Added 1 hour ago
Senior Actuarial Analyst
Swiss Re
Toronto, ON
…catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new…
Added 2 hours ago
B
Senior Service Representative, Investment Operations
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 2 hours ago
B
Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 2 hours ago
PP
HR and Payroll Administrator
Private Pension Partners Inc.
Winnipeg, MB
- Full-time
…real estate assets, development, leasing, asset management, property management and real estate brokerage services. For more information, please visit our website at…
Added 2 hours ago
WM
Licensed 310T Mechanic Afternoon Shift $10k sign on bonus
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
Added 2 hours ago
PC
Senior Manager Cyber Generalist
PwC Canada
Toronto, ON
- Full-time
Provide thought leadership and direction for the AML practice and contribute to the Intellectual Property of the firm by driving the development of toolkits, methodologies, accelerators and…
Added 2 hours ago
Casualty Facultative Underwriter Associate
Gen Re Corporation
Toronto, ON
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have…
Added 2 hours ago
W
Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
Prepare insurance documents such as proposals, submissions, binders, certificates, statement of values and property schedules.
Added 2 hours ago
FR
Retail Property Manager
Foresight Recruitment Group
Vancouver, BC
- $95,000 to $110,000 CAD / year
- Full-time
…operational excellence, the company is looking for an experienced Property Manager to join its growing…

BMO

Personal Banking Associate

Victoria, BC, Canada

$35,500.00 - $65,000.00 · Full-time

Apply About employer

Applications open in a new tab.

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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