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Added 3 mins ago
S
Legal Counsel
Solink
Remote, Canada
- $116,659 to $170,000 CAD / year
- Full-time
- Remote
…by Deloitte’s Fast 50™ and Fast 500™, Business Intelligence Group, and as one of Ottawa’s Best Places to Work. And we’re just getting…
Added 3 mins ago
EP
Accounting and Finance Manager
Elby Professional Recruitment
Oakville, ON
- $75,000 to $85,000 CAD / year
- Full-time
Our NPO client in Oakville is on the lookout for a driven, adaptable, and detail-oriented Finance and Accounting Manager who is ready to take ownership of day-to-day transactional…
Added 4 mins ago
CF
Business Development Manager
CI Financial
Calgary, AB
- Full-time
We are currently seeking a Business Development Manager (BDM) who will be responsible for sales and asset retention and brand promotion of all CI Global Asset Management investment…
Added 18 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Winnipeg, MB at our Henderson office. Do you love to talk about insurance and provide…
Added 18 mins ago
Insurance Advisor, Online Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor, Online Auto Services for our Online Auto team based out of our Head Office in Surrey, BC. We are…
Added 18 mins ago
T
Actuarial Analyst II
TD
Toronto, ON
- Full-time
TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products…
Added 18 mins ago
T
Senior Wealth Operations Officer Prefered Candidate
TD
Toronto, 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, demonstrating a proactive…
Added 18 mins ago
MD
Statewide Fraud Controls Manager Agency Implementation Support - State Prog Admin Manager Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Statewide Fraud Controls Manager Agency Implementation Support
Added 18 mins ago
IR
Tax Manager
Impact Recruitment
BC · British Columbia, Canada
- Full-time
Our client, a growing leader in the global mining industry, is seeking a Tax Manager to join their Vancouver-based head office. This is an exciting opportunity to take ownership of key tax…
Added 33 mins ago
FL
Manager, U.S. Corporate Tax
Fuller Landau
Toronto, ON
- Full-time
Reporting to the Tax Partners, the Manager, U.S. Corporate Tax will oversee a variety of U.S. corporate and cross-border tax compliance and advisory engagements. You will work closely with…
Added 33 mins ago
B
Sourcing Manager, Marketing Category
BMO
Toronto, ON · YNG
- Full-time
The Sourcing Manager leads competitive sourcing events, supplier selection, due diligence, negotiation, contracting activities, and category initiatives while applying BMO's procurement,…
Added 33 mins ago
B
Directeur(rice) Principal(e), Gestion Relationnelle
BMO
Sherbrooke, QC
- Full-time
Baccalauréat en administration des affaires, en finance, en comptabili
Added 33 mins ago
B
Sourcing Associate, Human Resources Category
BMO
Toronto, ON · YNG
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 33 mins ago
B
Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
Join our Public Sector Group in Canadian Commercial Banking (“CCB”) and bring BMO’s Purpose to life by Boldly Growing the Good. As a trusted advisor to many of Canada’s important public…
Added 33 mins ago
G
Accounting Clerk 1 - Industrial
Graham
Fort Saskatchewan, AB
- Full-time
Graham is actively recruiting an Accounting Clerk to support our Industrial Group. Reporting to the Operations Finance Manager, this role provides accounting and transactional support for…
Added 48 mins ago
JC
Senior Client Executive - Real Estate Banking - Managing Director
JPMorgan Chase & Co.
Toronto, ON
- Full-time
Our Commercial Bank’s Real Estate Banking (REB) Group offers a full range of traditional banking and credit products. JP Morgan Real Estate Banking can tailor financial solutions to meet…
Added 48 mins ago
B
Branch Manager, Commercial Insurance
BrokerLink
Ottawa, ON
- Full-time
Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.
Added 48 mins ago
B
Senior Portfolio Manager
BMO
Halifax, NS · Nova_Ctr
- Full-time
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Added 48 mins ago
B
Personal Banking Associate
BMO
Burnaby, BC
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 48 mins ago
IF
Consultant, Dealer Services
iA Financial Group
Brossard, QC · Montreal, QC
- Full-time
Has in-depth knowledge of the sales process, the market, and the Financial Services Manager role, as well as a strong understanding of dealership operations and departments.
Added 48 mins ago
MANAGER FLEET CONTRACTS
City of Toronto
Toronto, ON
As a manager within the Transformation Team, you will:
Added 1 hour ago
BR
Manager, Risk Control
Brookfield Renewable U.S.
Gatineau, QC
- Full-time
Reporting to the Senior Director, Risk Control, the Manager, Risk Control is responsible for overseeing the analysis, monitoring and management of financial risks associated with energy…
Added 1 hour ago
NG
Environment, Health & Safety Manager
NFI Group Inc.
Winnipeg, MB
- Full-time
Millions of people rely on buses and motorcoaches every day, and NFI Group helps make those journeys possible. Through our family of brands, we design, build, deliver, and support vehicles…
Added 1 hour ago
B
Director, Strategic Alignment & Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 1 hour ago
B
Senior Audit Manager - Capital Markets
BMO
Toronto, ON · FCP
- Full-time
Meets regularly with business /group stakeholders to identify, changing strategies, tactics, and initiatives across the business group/corporate area and critically evaluate and direct…

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, 2261
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:

11/09/2261

Address:

700 University Avenue

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, manage operational tasks, and ensure compliance with regulatory and risk management frameworks.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education, with a strong focus on consultative sales and customer service. Proficiency in digital tools and the ability to work collaboratively in a team-based environment are essential for this role.

Skills

Customer service
Financial advice
Sales
Relationship management
Communication skills
Problem solving
Interpersonal skills
Analytical skills
Team collaboration
Risk management
Compliance
Digital literacy
Investment product knowledge
Consultative sales
Operational support

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
Lobby Leader
Investment Products
Risk Management Framework
Compliance
Money Laundering Reporting
Consultative Sales
Business Banking
Inventory Management
Digital Banking
Self-serve Options
Regulatory Environment
Financial Services
Relationship Growth
Operational Activities
Strategic Advice
Team-based Environment
Interpersonal Skills

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