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Added 4 mins ago
A
New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 4 mins ago
FC
Claims Examiner, Group Life and Disability
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The Claims Examiner, Group Life & Disability Benefits reporting to Manager, Group & Creditor Life & Disability Claims is based in Sherwood Park. This position is in-office position…
Added 4 mins ago
Receptionist
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Other duties assigned by the Office Manager as required.
Added 4 mins ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
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T
Personal Banking Associate
TD
Dauphin, MB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 4 mins ago
T
Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
…you love working with customers 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…
Added 4 mins ago
T
Business Intelligence and Reporting Analyst
TD
Toronto, ON · Montreal, QC
- Full-time
Added 4 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 4 mins ago
T
Business Systems Analyst III
TD
Toronto, ON
- Full-time
Knowledge of Retail Investment Domain and related financial-services operations.
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T
Software Engineer II
TD
Toronto, ON
- Full-time
Added 4 mins ago
T
Customer Experience Associate
TD
Georgetown, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 4 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…you love working with customers 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…
Added 4 mins ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 4 mins ago
NC
Manager, Business Analysis
NAV CANADA
Ottawa, ON
- Full-time
The Manager, Business Analysis is responsible for leading the development, evaluation and validation of business cases and other contractual arrangements to support quality decision-making.…
Added 4 mins ago
Administrative Assistant
Covenant Care + Covenant Living
Calgary, AB
Reporting to the Site Manager, the Administrative Assistant is responsible for providing comprehensive administrative, reception, scheduling, payroll, financial, human resources, and…
Added 4 mins ago
Manager of Revenue
the Town of the Blue Mountains
Thornbury, ON
Reporting to the Director of Corporate and Financial Services, the Manager of Revenue is responsible for the administration of the Town's property taxation, assessment, and revenue…
Added 4 mins ago
SL
Manager, Supplier Strategy & Integration
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
- Full-time
Accounting/financial/data analysis experience
Added 4 mins ago
Finance Manager
LCI Education
Vancouver, BC
Reporting to the Acting President as well as Finance Manager, the incumbent is responsible for developing, negotiating and finalizing financial aid plans consistent with LaSalle College…
Added 4 mins ago
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Digital Analytics Implementation Tech Lead
BMO
Toronto, ON · BMOPLACE
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 4 mins ago
KL
Customer Experience Representative
Kawartha Lakes
Kawartha Lakes, ON
- Full-time
Perform daily cash balancing and financial reconciliation;
Added 4 mins ago
PH
Senior Accounting Coordinator
Prose HR
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is a new role in the organization as the current Accounting Manager approaches a planned retirement over the next year. Their intention is for the successful candidate to demonstrate…
Added 4 mins ago
RH
Financial Planning and Analysis Manager
Robert Half
Caledon, ON
- $50 to $52 CAD / hour
- Contract
This is a contract position with potential to go long term. We are seeking a hands-on FP&A Manager to support the development and improvement of financial reporting, forecasting, and…
Added 4 mins ago
RH
Sr. Finance Manager
Robert Half
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- Full-time
We are looking for an experienced finance leader to guide financial management across multiple business units in Kitchener- Waterloo, Ontario. This hybrid role combines hands-on oversight…
Added 4 mins ago
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Manager - Financial Reporting
Airswift
Kitchener, ON
- $145,000 to $225,000 CAD / year
- Full-time
Prepare and organize group financial statements, audit schedules, consolidation proofs, and notes to the financial statements
Added 5 mins ago
TM
Senior Property Manager
Terracap Management Inc.
Toronto, ON · North York, ON
- Full-time
POSITION: Senior Property Manager (GTA Retail/Commercial Portfolio)

BMO

Personal Banking Associate

Montreal, QC, 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 6, 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: Nov 2, 2026

Original job description

Application Deadline:

11/05/2026

Address:

2163 St-Catherine Ouest

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

Serve branch customers by understanding their banking needs, recommending suitable personal banking, credit card, and investment solutions, and guiding them toward convenient digital and self-service options. Support branch operations and business results while following risk, privacy, anti-money-laundering, and regulatory requirements.

Requirements

Typically requires 1–2 years of relevant experience or certification, or an equivalent combination of education and experience; Canadian candidates may need to complete investment-product registration within 12 months, where applicable. Candidates should have consultative customer service or sales experience, confidence with digital devices and tools, strong communication and teamwork skills, and a customer-focused, results-oriented approach.

Skills

Consultative Customer Service
Sales
Personal Banking
Credit Card Advice
Investment Advice
Customer Relationship Building
Needs-Based Conversations
Digital Banking Guidance
Interpersonal Communication
Verbal and Written Communication
Organization
Collaboration
Teamwork
Analytical and Problem-Solving Skills
Risk Management
Regulatory Compliance

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
Personal Banking
Customer Service
Consultative Sales
Credit Cards
Investment Products
Digital Banking
Self-Service Banking
Needs-Based Selling
Referral Opportunities
Branch Operations
Inventory Management
Customer Applications
Risk Management Framework
Risk Appetite
Regulatory Compliance
Anti-Money Laundering
Customer Privacy
Asset Protection
Social Media
Tablets
Smartphones
Online Tools
Financial Services

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