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Added 7 mins ago
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Manager, Wholesale Financial Control
RBC
Toronto, ON
- Full-time
As a Manager, Wholesale Financial Control, you will be part of the Global Markets Finance team, covering RBC's Central Funding Group. This role creates a collaborative environment with…
Added 7 mins ago
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Branch Manager, Bayview & Wellington Branch
RBC
Aurora, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 7 mins ago
NB
Manager Custody Client Services
National Bank of Canada
Toronto, ON
- Full-time
A career as a Manager, Custody Client Services at National Bank Trust means serving as a senior technical resource for institutional clients while acting as the primary point of contact for…
Added 7 mins ago
TU
Administrative Assistant, HR Students & Facilities
The University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
The Administrative Assistant, HR Students & Facilities provides administrative services across the School of Public Policy and Global Affairs, including human resources, facilities, events,…
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Billing Coordinator
OpenText
Waterloo, ON
- Full-time
Reporting to the Billing Operations Manager, the Billing Coordinator plays an integral role in ensuring billing accuracy and timeliness across our global order-to-cash process. You will…
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Billing Coordinator
OpenText
Waterloo, ON
- Full-time
Reporting to the Billing Operations Manager, the Billing Coordinator plays an integral role in ensuring billing accuracy and timeliness across our global order-to-cash process. You will…
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Cyber Security Intern/Co-op (Winter 2027)
TD
Mississauga, ON · Toronto, ON
- Full-time
Subject matter expertise in keeping infrastructure & applications secure, including disaster recovery, security architecture, data loss prevention, and application security services
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Personal Banking Associate Trainee
TD
AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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Operations Officer III
TD
Mississauga, ON
- Full-time
Prioritize and complete own workload to meet SLA requirements for service and productivity and / or support team manager in prioritizing and managing team workload
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Personal Banking Associate Trainee
TD
AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
TD
Toronto, ON
- Full-time
Added 7 mins ago
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Senior Governance & Control Analyst
TD
Toronto, ON
- Full-time
Reporting to the Manager, TDS G&C, the primary role of the Senior Analyst, TDS G&C, support all TDS businesses in adherence to regulatory and enterprise requirements, managing non-financial…
Added 7 mins ago
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Montreal [Hybrid] - C#/.Net Fullstack web developer
QUANTEAM - North America (RAINBOW PARTNERS Group)
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork,…
Added 22 mins ago
ACCOUNT MANAGER - CONTRACT
Green Shield Canada
Toronto, ON
health care services such as mental health, pharmacy, telemedicine, and chronic
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Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
Senior Relationship Manager, Commercial Banking
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Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
…Delivers a broad range of office management and administrative services while maintaining compliance with established processes, governance requirements, and control standards. Demonstrates…
Added 36 mins ago
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Industrial and Technological Benefits (ITB) Manager
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Ottawa, ON
- Full-time
…sectors with a broad range of high technology products and services. You will be part of a valuable team that allows you to be challenged and offers unique opportunities, working on…
Added 36 mins ago
TS
Payoll and Benefits Specialist
The Staffing Alternative
Vaughan, ON
- Full-time
accurate, timely and confidential payroll and benefits services to employees. This role serves as a subject-matter resource for
Added 36 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 36 mins ago
Toronto- Japanese speaking - Manager Tax - People Advisory Services, Mobility
EY
Toronto, ON
Toronto- Japanese speaking - Manager Tax – People Advisory Services, Mobility
Added 36 mins ago
Toronto- Mandarin speaking - Manager Tax - People Advisory Services, Mobility 1
EY
Toronto, ON
Managing global workforces is increasingly complex. Our People Advisory Services (PAS) practice provides high-quality compliance and advisory solutions to help our clients drive…
Added 37 mins ago
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Gestionnaire de pratique, financement gouvernemental | Practice Manager, Government Funding
helloDarwin
Montreal, QC
- $70,000 to $110,000 CAD / year
- Full-time
3 to 5 years of experience in professional services (consulting, accounting, tax, legal, engineering or similar).
Added 37 mins ago
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ACCOUNT MANAGER - CONTRACT
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
…benefits, and pay claims as a ‘payer’ while offering health care services such as mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’. As a non-profit…
Added 51 mins ago
Program Coordinator
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Mississauga, ON
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Added 51 mins ago
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Senior Cost Manager
Turner & Townsend
Toronto, ON
- Full-time
Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries.

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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