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Added 16 mins ago
BA
Vice President, Finance
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Strategic/financial leadership: Review FS to interpret results, anticipate financial and operational risks, and advising senior management
Added 16 mins ago
BA
Director, Finance
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Review quarterly reporting to investors and other users, including financial statements prepared in accordance with US GAAP – Investment Company Accounting and IFRS
Added 31 mins ago
Senior Consultant / Manager, Financial Advisory
Teneo
Toronto, ON
Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our…
Added 31 mins ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our…
Added 31 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Proactively connects with clients in branch and community environments to identify banking and investment needs, offering personalized guidance that aligns with individual financial goals.
Added 31 mins ago
RB
Financing Specialist
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
…exceptional client experience by providing superior business, financial and credit advice. Your contribution to the Client’s Relationship Team, and strategic partner to the Commercial…
Added 31 mins ago
RB
Senior Software Developer, Workday Integrations & Extend
Royal Bank of Canada
Toronto, ON
- Full-time
A world-class training program in financial services.
Added 31 mins ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
A world-class training program in financial services
Added 31 mins ago
RB
IRP Assistant
Royal Bank of Canada
Montreal, QC
- Full-time
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added…
Added 47 mins ago
Manager, Advisory Services
Affinity Credit Union
Watrous, SK
Advanced knowledge of advice centre operations & financial products & services
Added 47 mins ago
AC
Part Time Member Advisor
Affinity Credit Union
Rosthern, SK
- Part-time
At Affinity, we’re all about connecting people and communities to financial possibilities. It’s the reason we exist and it starts with our incredible employees! So, if you have an Affinity…
Added 1 hour ago
UO
Finance and Administrative Coordinator
University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
…provide support for for core internal College activities such as financial processing and membership processes. They process, reconcile, resolve errors and report on all accounts…
Added 1 hour ago
RC
Tax Manager - Private Company
RSM Canada
Calgary, AB
- Full-time
…high net worth families and beyond with complex and diverse financial and tax requirements operating locally and…
Added 2 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
Use advanced Excel and data manipulation skills to prepare financial reports as required.
Added 2 hours ago
AH
commis-comptable
Axxel HR
Laval, QC
- Full-time
…day-to-day accounting activities and contributing to the smooth financial operations of a…
Added 2 hours ago
IC
VP, Life Operations
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US and Canada. We offer a wide range of…
Added 2 hours ago
B
Territory Account Executive, New Brunswick
Block
Moncton, NB
- Full-time
…aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is…
Added 2 hours ago
TH
Administrative Co-Ordinator- Department of Diagnostic and Interventional Radiology
The Hospital for Sick Children
Toronto, ON
- Full-time
Monitor and coordinate financial activities which include but are not limited to account openings and closures, expense reports, investigating variances, reconciliations, journal entries,…
Added 2 hours ago
TS
Development Coordinator
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
Added 2 hours ago
RH
Controller
Robert Half
Sturgeon Falls, ON
- Full-time
Reporting to senior leadership, the Financial Controller will oversee a team of accounting professionals, manage client relationships, and ensure the timely delivery of accurate financial…
Added 2 hours ago
TS
Senior Development Manager
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
…Development Manager has project-scale budgeting, scheduling, and financial reporting…
Added 2 hours ago
M
Analyst – Product & Accounting Control
mthree
Montreal, QC
- $50,000 to $53,000 CAD / year
- Contract
Launch Your Career in Banking and Financial Operations
Added 2 hours ago
ET
Accountant
ET Transport
Concord, ON
- Full-time
Oversee the full-cycle accounting process, ensuring accuracy in financial reporting.
Added 2 hours ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
A top-tier financial institution is seeking an accomplished Senior Technical Project Manager to orchestrate high-impact technology initiatives across enterprise data platforms, financial…
Added 2 hours ago
H
Office Administrative Assistant
HealthCareersInSask.ca
Kyle, SK
- Part-time
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).

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 29, 2026

Original job description

Application Deadline:

11/09/2026

Address:

2454 Yonge Street

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 financial needs and providing tailored advice on banking solutions. They also collaborate with branch partners to drive business results while ensuring compliance with regulatory and risk management policies.

Requirements

Candidates should have 1-2 years of relevant experience or education and possess strong interpersonal and consultative sales skills. Registration to sell investment products is required or must be completed within 12 months of hire.

Skills

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

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 Solutions
Customer Experience
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Inventory Management
Consultative Sales
Business Banking
Digital Banking
Self-serve Options
Relationship Growth
Financial Services
Regulatory Requirements
Branch Operations

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