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Added 12 mins ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James Ltd.
Toronto, ON
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 12 mins ago
SQ
District Manager
Sunlife Québec
Quebec, QC
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 12 mins ago
SQ
District Manager
Sunlife Québec
Levis, QC
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 12 mins ago
TH
Product Manager
TopHat HR
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $95,000 CAD / year
- Full-time
Tophat HR is a boutique consulting firm- We are an expert in tailored and comprehensive human resources consulting & management services.
Added 12 mins ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
We’ve earned the trust of leaders across Consumer Products and Retail, Education, Energy, Financial Services, Healthcare, and Manufacturing and more, and earned a reputation as the nimble…
Added 12 mins ago
MV
Program Assistant
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Burnaby, BC
- Full-time
…CTS Youth Society. Working under the direction of the Program Manager, this role will assist with researching, planning, and preparing educational activities and resources for camps, Youth…
Added 12 mins ago
TP
Associate Director, Software Engineering
Toronto Pearson International Airport
Toronto, ON
- Full-time
Lead and coach the Software Engineering Manager and engineering team, setting clear objectives and fostering a healthy, inclusive and high-performing culture.
Added 12 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 12 mins ago
A
Assistant Production Manager – Food Manufacturing
Aplin
AB · Edmonton, AB
- Full-time
Aplin has partnered with an established and growing food manufacturing company in Edmonton to recruit an Assistant Production Manager for its afternoon shift operations.
Added 12 mins ago
IF
Director - Governance & Client Account Management
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services…
Added 12 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Mount Pearl, NL
- Contract
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 12 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Kamloops, BC
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 12 mins ago
WC
(CAN) OMNI Department Manager temporaray
Walmart Canada
Mount Pearl, NL
- Contract
Position Summary...The OMNI Department Manager will provide customer service by offering assistance to meet the customer’s shopping needs. This will be accomplished by contributing to the…
Added 12 mins ago
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Software Engineer 2 - Kubernetes Backend and Platform Engineering
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Vancouver, BC
- $103,000 to $155,000 CAD / year
- Full-time
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Added 13 mins ago
Co-op/Intern Student - Automation Specialist (January 2027)
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…12-month co-op term beginning in January 2027. Reporting to the Manager, Projects and Lifecycle Services, you will work alongside experienced specialists as part of a Distributed Control…
Added 13 mins ago
Project Manager
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…of Alberta’s population that support key social programs and services and economic…
Added 27 mins ago
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General Manager (Food Services) 2 year contract
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Now, If You Were To Come On Board As One Of Our General Manager (Food Services), We’d Ask You To Do The Following For Us
Added 27 mins ago
WC
self checkout attendant
Walmart Canada
Leamington, ON
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 27 mins ago
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IT Generalist (On-Site)
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Concord, ON
- Full-time
Reporting to the IT Manager, the IT Generalist is responsible and accountable for analyzing network speed and performance, and making sure any hardware & software’s upgrades are performed…
Added 27 mins ago
RT
Client Success Manager
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- Full-time
Rivercity Technology Services Ltd. is a Saskatoon-based managed IT company supporting owner-operated businesses across Saskatchewan. For over a decade, builders, trades, logistics…
Added 27 mins ago
GO
Senior Lands Administration Officer
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- $106,158 to $126,809 CAD / year
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Added 27 mins ago
S
Facilities Manager
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- Full-time
Solidigm is seeking a Senior Facilities Manager to lead the safe, reliable, compliant, and cost-effective operation of its Vancouver workplace. As the primary on-site Corporate Services…
Added 43 mins ago
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Manager, FP&A
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- Full-time
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Added 43 mins ago
RH
Marketing Manager
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Calgary, AB
- Full-time
…to grow, they are seeking a strategic and hands-on Marketing Manager to lead the marketing function, drive demand generation initiatives, strengthen brand positioning, and further develop…
Added 43 mins ago
MW
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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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