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Added 3 mins ago
Resident Manager 2-Person Team (Peterborough)
Realstar
Peterborough, ON
Realstar is a fully integrated management firm providing a full range of investment and property management services for the last 50 years. It is one of Canada’s largest multi-residential…
Added 3 mins ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Dartmouth, NS
- Full-time
Partner with the Assistant Manager to support store-wide initiatives, uphold operational standards, and contribute to a positive team environment.
Added 3 mins ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Halifax, NS
- Full-time
Partner with the Assistant Manager to support store-wide initiatives, uphold operational standards, and contribute to a positive team environment.
Added 3 mins ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
Guardian Capital LP (GCLP) is a Canadian institutional asset manager delivering investment management solutions to pension funds, foundations, endowments, corporations, other institutional…
Added 3 mins ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
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 3 mins ago
ML
Automation Manager
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- Part-time
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Senior Analyst Identity and Access Management
Maple Leaf Foods Inc
Mississauga, ON
- $77,000 to $112,000 CAD / year
- Part-time
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Business Development Representative for a VC Firm - (US & Europe Markets)
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- Full-time
…such as appointment setting and sales outsourcing. Our global operations are managed from Toronto, with additional presence in New York, San Francisco, and…
Added 3 mins ago
ML
Manager, HR Services
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Added 3 mins ago
ML
Continuous Improvement Manager
Maple Leaf Foods Inc
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- Full-time
The Continuous Improvement Manager will lead the onsite Lean Production System (LPS) program, acting as the key driver to advance the plant’s operational maturity across all facets of the…
Added 17 mins ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 17 mins ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
Global Business Services & Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales & Trading to…
Added 17 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
Global Business Services & Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales & Trading to…
Added 32 mins ago
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The Manager, Strategic Initiatives is responsible for executing on medium-to-large initiatives and projects supporting Global Wealth Management, specifically focused on impacts to Global…
Added 32 mins ago
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Manager, Identity Lifecycle Management
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Added 33 mins ago
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Manager of Corporate Finance- Investor Relations
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Brampton, ON
- Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 48 mins ago
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Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
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Added 48 mins ago
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Retail Shift Leader
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Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 1 hour ago
Plant Manager
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…support continued growth, we are seeking an experienced, Plant Manager to lead our complex manufacturing and distribution operations. Reporting to the Vice President of Canadian Operations…
Added 1 hour ago
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Added 1 hour ago
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Senior Project Manager
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We are seeking an experienced Senior Project Manager to lead strategic investment and transformation initiatives supporting the Corporate Card business.
Added 1 hour ago
TC
General Manager
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Added 1 hour ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Lower Sackville, NS
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Partner with the Assistant Manager to support store-wide initiatives, uphold operational standards, and contribute to a positive team environment.

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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