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Added 10 mins ago
B
Customer Service Representative
BMO
Elora, ON
- Part-time
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Added 10 mins ago
B
Customer Service Representative
BMO
Orillia, ON
- Part-time
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Added 10 mins ago
GR
Resource Planner
Grand River Conservation Authority
Cambridge, ON
- $46.92 to $56.31 CAD / hour
- Full-time
We have an opening. The Resource Planner is responsible to communicate Provincial and Conservation Authority policies and to coordinate responses, stating the Authority's position focusing…
Added 10 mins ago
CG
Resource Nurse - Medical - Permanent Full-Time (2026-230)
Collingwood General and Marine Hospital
Collingwood, ON
- Full-time
Reason for Posting: Current Vacancy (3 positions)
Added 10 mins ago
CG
Resource Nurse - Inpatient Surgical - Permanent Full-Time (2026-231)
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IG
Operational Risk Consultant
Insight Global
Guelph, ON
- $30 to $40 CAD / hour
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Added 25 mins ago
RB
Associate
Royal Bank of Canada
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- Full-time
Execute a world class account opening and onboarding experience in-person and/or digitally
Added 40 mins ago
RC
Temporary Caretaker (0.6875 FTE)
Renfrew County Catholic District School Board
Pembroke, ON
- Temporary
Assist external groups using the school facilities, including opening/locking doors, and reporting any concerns to the Principal, Plant Services Officer(s) i.e. Damages, smoking, fire…
Added 1 hour ago
B
Client Service Associate
BMO
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- Full-time
…movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential…
Added 1 hour ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
…movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential…
Added 1 hour ago
U
ARCHITECTURAL SALES REPRESENTATIVE
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- Full-time
Stay current on industry knowledge by attending training, seminars, and industry events
Added 1 hour ago
DE
Area Operations Manager Eastern Region
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- Full-time
DHL Express currently has an opening for an Area Operations Manager for the Eastern Region. You will lead and direct all phases of the Company’s Operations within the provinces of Quebec…
Added 1 hour ago
OL
Legal Assistant- 12 month Contrac
OKT Law
Toronto, ON
- Contract
Conduct conflict checks and assist with file opening, maintenance, organization, and closing procedures
Added 1 hour ago
S
Unit Clerk, Ambulatory Care
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Vancouver, BC
- Full-time
Performs other clerical duties such as operating a facsimile and/or photocopier, opening, date stamping and forwarding mail to appropriate areas, and preparing a list of supplies and…
Added 1 hour ago
WF
Meat Team Member (Service Counter) - Full Time
Whole Foods Market
Burnaby, BC
- Full-time
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Perform keyholder location opening and closing duties and ensure policy & procedure are followed; duties include completing operational checklists, leading team huddles, and writing daily…
Added 1 hour ago
BV
Member Experience Team (12 Month Term)
Bow Valley Credit Union
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Recommends appropriate products and services to current and prospective members by identifying and analyzing their needs, explaining features and benefits, and completing documentation in…
Added 2 hours ago
S
Medical Secretary
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Responsible for the opening and closing of the centre following procedures to ensure the security and safety of the building, staff, clients and guests
Added 2 hours ago
CS
Senior Account Executive, Europe
Carina Software
North Vancouver, BC
- £80,000 to £95,000 GBP / year
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· Responsible for identifying whitespace within the current book of business and converting it into net new recurring revenue
Added 2 hours ago
B
Personal Banking Associate
BMO
Oshawa, ON
- Full-time
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Added 3 hours ago
TO
Cemetery Administrative Clerk
Town of Oakville
Oakville, ON
- Full-time
Open to all current Town of Oakville employees and external applicants
Added 3 hours ago
EF
Senior Financial Advisor (Tsawwassen Branch)
Envision Financial
Vancouver, BC · Greater Vancouver, BC
- $56,800 to $72,800 USD / year
- Full-time
Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.…
Added 3 hours ago
Senior Financial Advisor (Tsawwassen Branch)
First West
Delta, BC
Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.…
Added 3 hours ago
TC
SPH2026-20 Registered Practical Nurse (RPN) - Part Time
The County of Essex
Leamington, ON
- Part-time
Current registration with the College of Nurses of Ontario and RPNAO
Added 3 hours ago
CH
Maintenance Technician - The Queen's Cue & Boars Head Pub
Crescent Hotels & Resorts
Stratford, ON
- Full-time
We are seeking a full-time Maintenance Technician to join the opening team behind one of Stratford’s most anticipated new hospitality destinations. As The Queen’s Cue prepares to welcome…

BMO

Personal Banking Associate

Oshawa, 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 20, 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 30, 2026

Original job description

Application Deadline:

11/19/2026

Address:

2615 Simcoe Street North

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 also collaborate with branch partners to drive business results while ensuring operational accuracy and compliance with regulatory standards.

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 essential for success in this team-based environment.

Skills

Customer service
Financial advice
Sales
Relationship management
Transaction processing
Communication skills
Problem solving
Interpersonal skills
Analytical skills
Organization skills
Team collaboration
Regulatory compliance
Risk management
Digital literacy
Investment product knowledge

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
Investment Products
Credit Card Needs
Risk Management
Compliance
Money Laundering Reporting
Consultative Sales
Branch Operations
Inventory Management
Digital Banking
Self-serve Options
Financial Services
Regulatory Environment
Business Objectives
Referral Opportunities
Market Needs
Privacy
Ethical Requirements

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