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Added 41 mins ago
RS
Customs - Customer Service Associate
Ryder System, Inc.
Woodstock, ON
- Full-time
The Customer Service Associate II is responsible for planning and scheduling driver routes as well as providing customer service support to drivers and client representatives. This…
Added 41 mins ago
S
Customer Experience Associate - Devonshire & Springbank
Scotiabank
London, ON
- Full-time
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
C
Associate, Private Fund Solutions
Clarity
Vancouver, BC
- $200,000 to $250,000 CAD / year
- Full-time
…track their portfolios, and access pre-IPO liquidity. As an Associate, you’ll work closely with the Head of Private Fund Solutions to build relationships with GPs who have access to the…
Added 1 hour ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
…or explore other exciting opportunities across Manulife in Banking, Insurance, Marketing, or Product…
Added 1 hour ago
T
Customer Experience Associate
TD
Burnaby, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
St. Albert, AB
- Full-time
…and helping them 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…
Added 1 hour ago
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Customer Experience Associate
TD
Duncan, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
C
Client Engagement Associate, 29h/week - Vaudreuil
CIBC
Vaudreuil-Dorion, QC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 2 hours ago
Financial Service Representative
Money Mart
Mississauga, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 2 hours ago
Financial Service Representative
Money Mart
Mississauga, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 2 hours ago
Financial Service Representative
Money Mart
Toronto, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 2 hours ago
Financial Service Representative
Money Mart
Toronto, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 2 hours ago
Financial Service Representative
Money Mart
Toronto, ON
…growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange,…
Added 2 hours ago
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Private Banker
RBC
Mississauga, ON
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 2 hours ago
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Customer Experience Associate
TD
Calgary, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 hours ago
Tax Officer, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 2 hours ago
CC
Retail Store Manager
Canna Cabana
Windsor, ON · Walker, Windsor, ON
- $50,000 CAD / year
- Full-time
Achieve high scores on the following measures related to Sales Associate Support - high retention of top talent and high team engagement scores
Added 3 hours ago
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Relationship Manager, Business Market
RBC
Ottawa, ON
- Full-time
Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs to win as One RBC
Added 3 hours ago
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Customer Experience Associate
TD
Yorkton, SK
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 3 hours ago
C
Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 3 hours ago
C
Lake Country and Northern Ontario Opportunities (Multiple Locations)
CIBC
Barrie, ON · Chatham-Kent, ON · Dryden, ON · Forest, ON · Fort Frances, ON · Goderich, ON · Hearst, ON · Huntsville, ON · Kapuskasing, ON · ON · Kirkland Lake, ON · Listowel, ON · Manitouwadge, ON · Mitchell, ON · Moosonee, ON · Owen Sound, ON · Petrolia, ON · Port Elgin, ON · Red Lake, ON · Sarnia, ON · Sault Ste. Marie, ON · Sioux Lookout, ON · Stratford, ON · Strathroy, ON · Sudbury, ON · Temiskaming Shores, ON · Thunder Bay, ON · Timmins, ON · Walkerton, ON · Wingham, ON
- Full-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 3 hours ago
C
Client Engagement Associate
CIBC
Victoria, BC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 3 hours ago
C
Client Engagement Associate - LaChute
CIBC
Lachute, QC
- Full-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…

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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