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Added 5 mins ago
HC
Audiologist/Registered Hearing Instrument Practitioner - Kemptville, ON.
HearingLife Canada
Kemptville, ON
- Full-time
Reporting to our Regional Manager, you will be responsible for delivering excellent client care demonstrated by performing the following duties and responsibilities:
Added 5 mins ago
PT
Senior Project Manager
Phair Talent Partners
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- $150,000 to $180,000 CAD / year
- Full-time
Simpcw Resources Group is seeking a Senior Project Manager to lead the successful delivery of multiple major projects from initiation through to final completion. Reporting directly to the…
Added 5 mins ago
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Technical Project Manager – Microsoft Fabric
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Added 5 mins ago
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Project Manager
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- $125,000 to $145,000 CAD / year
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Chair weekly client meetings and subcontractor coordination meetings and lead internal meetings
Added 5 mins ago
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Bilingual Facility Services Manager (EN/FR)
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Montreal, QC
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
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The Senior Project Manager, Major Projects plans and oversees the end-to-end delivery of assigned projects and ensures delivery within scope, budget and requirements. At this level, the…
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Leasing Manager, Retail
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- $90,000 to $110,000 CAD / year
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Added 5 mins ago
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Corporate Law Clerk
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Prepare comprehensive corporate structure charts, closing agendas, and client reporting letters.
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Report any broken doors, glass, or other potential hazards immediately to the operations manager.
Added 5 mins ago
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Business Development Manager
The Gti Group
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- Full-time
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Added 5 mins ago
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CRM Business Analyst - TD Asset Management
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Provide insights, reporting, and upward feedback to support decision-making.
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Investment Management Rotational Analyst
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- Full-time
…management, risk management, business strategies, product management, client portfolio management, research and trading. The anticipated duration of this assignment is normally 18 to 24…
Added 5 mins ago
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Wealth Operations Officer II Preferred Candidate
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Added 5 mins ago
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Optometry Coordinator
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- $47,831 to $65,767.25 CAD / year
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Added 5 mins ago
FH
Medical Office Assistant/Receptionist, Urgent Primary Care Centre - Burnaby
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Reporting to the Manager, Clinical Operations or designate, this position provides administrative day-to-day support to the Urgent Primary Care Centre (�UPCC� or �Centre�), and as the first…
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Recruitment and Outreach Advisor (App. D/Temp. Assignment: December 2026 - December 2027)
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Reporting to the Manager, Student Recruitment and in support of the college’s strategic enrolment objectives, the Recruitment & Outreach Advisor plays a key role in the execution of the…
Added 19 mins ago
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Director, Business Development, Pension Risk Transfer
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- Full-time
Support broader relationship-development initiatives across BMO by identifying opportunities to deepen institutional client relationships.
Added 19 mins ago
FL
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Develop questions to ensure reporting information is tested and demonstrates a reasonable understanding of client challenges
Added 34 mins ago
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Technical and Regulatory Specialist
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Added 34 mins ago
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Added 34 mins ago
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As the Clinical Educator for Personal Support Services, reporting to the Care and Service Manager, you will be accountable for the training and education of Home Support Worker and Personal…
Added 34 mins ago
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Added 34 mins ago
AE
Manager, Power and Automation
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Associated Engineering, a proudly Canadian, Employee-owned Company is seeking a Group Manager, Power & Automation to join our team in our Ontario Operation. >span class="NormalTextRun…

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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