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Added 15 mins ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Added 15 mins ago
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Personal Banking Associate
BMO
Vancouver, BC
- Full-time
Added 15 mins ago
BB
Retail Financing and Sales Associate (Seasonal)
Best Buy Canada
Downsview, ON
- Part-time
Join our team! We are hiring immediately for a retail financing and sales associate, which we call a financing advisor at Best Buy. As a retail financing and sales associate, you will help…
Added 30 mins ago
RD
Experienced Administrative Associate
RBC Dominion Securities
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Role Description This full-time, on-site Administrative Associate role is based in the downtown Vancouver and supports the day-to-day operations of a discretionary wealth management…
Added 30 mins ago
CP
Actuarial Analyst
Convyta Partners
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Convyta Partners is looking for an Actuarial Analyst/Associate to join our Pension consulting team. This position will be hired at a level commensurate with experience. You will contribute…
Added 30 mins ago
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Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
Educational Background: High School diploma or equivalent; associate or bachelor’s degree is a plus.
Added 44 mins ago
AF
Branch Manager - Office 1722
Attain Finance
Saint John, NB
- Full-time
Educational Background: High School diploma or equivalent; associate or bachelor’s degree is a plus.
Added 44 mins ago
Associate Director, Trade & Working Capital Solutions, Global Transaction Banking
Scotiabank
Toronto, ON
Added 44 mins ago
Customer Experience Associate - Centerpoint Mall, North York, ON (22.50 hours/week)
Scotiabank
Toronto, ON · North York, ON
Added 44 mins ago
Customer Experience Associate - Brentwood Shopping Centre, Burnaby BC (18.75hrs/week)
Scotiabank
Burnaby, BC
Added 59 mins ago
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Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Updates departmental funding timelines with the Associate Chair of Education in line with McGill Postgraduate Medical Education (PGME) guidelines, updates, circulates for review and posts…
Added 59 mins ago
AW
Bilingual Customer Success Associate
Agora Wealth
Toronto, ON
- Full-time
…and support to our clients. As a Bilingual Customer Success Associate, you will utilize your expertise and knowledge to respond to a wide variety client inquiries in both English and…
Added 59 mins ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB
- Full-time
Added 1 hour ago
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Guest Services Associate
MasterBUILT Hotels Ltd.
Ladysmith, BC
- Full-time
The Guest Services Associate will work diligently to ensure the quality, cleanliness and service of the property are consistently maintained. They must be committed to the achievement of…
Added 1 hour ago
SF
Associate Vice-President, Administration
St. Francis Xavier University
Antigonish, NS
- Full-time
StFX is seeking an Associate Vice President (AVP), Administration, who can connect people and operations, strengthen planning and advance the University’s academic mission and institutional…
Added 1 hour ago
CC
Corporate Debt Advisor
Crete Capital Inc.
Winnipeg, MB
- Full-time
Crete Capital – Senior Associate/AVP – Winnipeg, MB – Commercial Mortgage/Corporate Debt
Added 1 hour ago
DT
Project Manager
dp Technologies Group
Winnipeg, MB
- Full-time
A two-year diploma or associate degree in engineering, construction management, or a related field is considered an asset.
Added 1 hour ago
Associate - Payroll, Bell Canada
Bell
Montreal, QC · Verdun, QC
…administration of the employee discount program. The Payroll Associate – Support Centre is responsible for delivering excellent customer service by responding to various payroll-related…
Added 1 hour ago
IF
Associate Director, Organic Growth, Content & Social Media
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Associate Director, Organic Growth, Content & Social Media, you’ll be at the core of our mission.
Added 1 hour ago
CC
Corporate Debt Advisor
Crete Capital Inc.
Saskatoon, SK
- Full-time
Crete Capital – Senior Associate/AVP – Saskatoon, SK – Commercial Mortgage/Corporate Debt
Added 1 hour ago
RJ
Mutual Funds Associate - 18 Month Contract
Raymond James
Vancouver, BC
- Full-time
The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and…
Added 1 hour ago
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Associate, Reporting & Control
RBC
Toronto, ON
- Full-time
Added 1 hour ago
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Sr. Client Engagement Associate
CIBC
Toronto, ON
- Full-time
…their day-to-day banking needs. As a Senior Client Engagement Associate, you'll lead by example in delivering exceptional client experiences while mentoring and supporting the Client…
Added 2 hours ago
Associate, Real Estate Banking, Commercial Banking - North York, ON
Scotiabank
Toronto, ON · North York, ON
The Associate is responsible for contributing to the overall success of Real Estate Banking by meeting his/her team financial and non-financial metrics and supporting the Director with the…
Added 2 hours ago
Customer Experience Associate - Champlain Pl, NB (30 Hours / Week, 10 Month Contract)
Scotiabank
Dieppe, NB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

BMO

Personal Banking Associate

Richmond, BC, 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 post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/19/2026

Address:

3880 No 3 Road, Unit 100

Job Family Group:

Retail Banking Sales & Service

Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

Integrates marketing promotions and programs into customer conversations when appropriate.
Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
Handles incoming calls in an informed, professional, and efficient manner.
Escalates complex or unresolved customer situations to managers as required.
Performs any required activities to ensure customer’s requests are accurately processed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
Maintains the confidentiality of customer and Bank information.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
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 post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of personal banking products.
Knowledge of competitive marketplace and trends in product offerings.
Knowledge of contact centre operational processes and policies.
Knowledge of call centre technology, processes and metrics.
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

Advise customers on personal banking, credit, and lending products and strategies, while delivering responsive service and processing customer requests accurately. Identify referral opportunities, manage call outcomes, protect confidential information, and comply with regulatory, anti-money-laundering, and risk-management requirements.

Requirements

Typically requires 1–2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience; a related degree is desirable. Candidates should know personal banking products, competitive offerings, and contact-centre operations, and have good communication, organization, collaboration, analytical, and problem-solving skills.

Skills

Personal Banking Products
Credit And Lending
Customer Service
Sales
Verbal Communication
Written Communication
Organization
Collaboration
Teamwork
Analytical Skills
Problem Solving
Contact Centre Operations
Call Centre Technology
Regulatory Compliance
Anti-Money Laundering
Risk Management

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

Personal Banking
Retail Banking
Credit
Lending
Customer Needs
Sales And Service
Customer Referrals
Marketing Promotions
Customer Support
Incoming Calls
Contact Centre Operations
Call Centre Technology
Call Centre Metrics
Personal Banking Products
Competitive Marketplace
Anti-Money Laundering
Terrorist Financing
FCAC Requirements
Privacy Act
Regulatory Compliance
Risk Management Framework
Risk Appetite
Confidentiality
Escalation
Stakeholder Collaboration

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