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Added 11 mins ago
VC
Practice Manager - Vancouver South Animal Hospital
VetCare Canada
Vancouver, BC
- Full-time
Are you a natural leader with a passion for animals and a knack for inspiring teams? As a Practice Manager in the VetCare Community, you'll be the driving force behind a vibrant veterinary…
Added 11 mins ago
A
Finance Manager - Acura of Hamilton
AutoCanada
Hamilton, ON
- $70,000 to $120,000 CAD / year
- Other
A Financial Services Manager in a dealership environment oversees and manages the dealership's finance and insurance operations. They work closely with customers to offer financing options,…
Added 12 mins ago
CL
Customer Processing Representative (Bilingual)
Canada Life
Montreal, QC
- Full-time
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 12 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Orillia, ON
- $50,000 to $53,000 CAD / year
- Full-time
Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.
Added 12 mins ago
AF
Financial Service Representative - LendDirect Office 1694
Attain Finance
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 12 mins ago
AF
Branch Manager - Office 1722
Attain Finance
Saint John, NB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 12 mins ago
Sales Support Specialist - Scotia Financial Planning
Scotiabank
Toronto, ON
Contributes to the overall success of the Scotia Financial Planning team in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s…
Added 12 mins ago
Manager, Canadian Branch Network Services
Scotiabank
Toronto, ON
Added 27 mins ago
GT
Scrum Master
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $55 to $60 CAD / hour
- Contract
…within a Data business department, working within a leading financial institution organization. We are looking for a go-getter, quick-learning individual who can quickly onboard and support…
Added 27 mins ago
OH
Manager, Payroll
Ontario Health atHome
ON · Ontario, Canada
- $101,626 to $121,346 CAD / year
- Full-time
…for payroll systems. Reporting to the Director, Payroll, the Manager, Payroll collects and analyzes fiscal data and performs financial modeling including analysis and recommendations that…
Added 27 mins ago
MS
President & CEO
MacDonald Search Group
ON · Ontario, Canada
- Full-time
…organization, with full accountability for commercial performance, financial results, organizational development and long-term business…
Added 27 mins ago
B
Senior Manager, Credit Risk Learning
BMO
Toronto, ON
- Full-time
…Direct Credit Risk, wholesale/commercial banking, lending or financial-services risk-learning experience is preferred, but credit adjudication experience is not…
Added 27 mins ago
S
Senior Manager, Non-Financial Risk and Operational Risk Oversight, Control & Support Functions
Scotiabank
Toronto, ON
- Full-time
The Senior Manager, Non-Financial Risk and Operational Risk Oversight will contribute to the overall success of Global Risk Management Corporate & Support Function (CSF) NonFinancial Risk…
Added 27 mins ago
T
Senior Manager, Business Banking Advisory - Tangerine
Tangerine
Toronto, ON
- Full-time
Reporting to the Director, Product, Platform and Proposition, Tangerine Business, the Senior Manager will define the Business Advice strategy, value proposition, roadmap and delivery model.…
Added 27 mins ago
SJ
Director - Finance, Data & Analytics
St. Joseph's Health Centre, Toronto
Toronto, ON
- Full-time
Establish standards for data quality, consistency, definitions and reporting across financial and fundraising systems and oversee implantation with Database Manager.
Added 27 mins ago
S
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
- Full-time
The Manager provides analytical expertise to deliver data-driven insights, modernize and automate processes, and build purpose-built quantitative tools that enhance the investment process…
Added 27 mins ago
ME
Band Manager
MNP Executive Search & Professional Recruitment
BC · Rose Prairie, BC
- Full-time
The Band Manager is a key member of the executive leadership team and is responsible for the successful leadership and general management of the organization according to the vision,…
Added 27 mins ago
GO
Payment and Control Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Central Accounts Payable Manager, the Payment and Control Analyst is part of the central management team that is responsible to comply with the legislative requirements for…
Added 27 mins ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB
- Full-time
…deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based…
Added 27 mins ago
Administrative Assistant, Liens - DPM
Tridel Group of Companies
Toronto, ON
…Greater Toronto Area (GTA). Recognized as the #3 condominium manager in Canada by the REMI Network, we pride ourselves on our commitment to excellence and integrity in all aspects of our…
Added 27 mins ago
Accounts Payable Technician - Freight
PFX Group
Montreal, QC
Reporting to the Manager, the Accounts Payable Technician plays a key role in ensuring timely and accurate invoice posting through effective processes.
Added 27 mins ago
BP
Risk Rotational Analyst – Graduate
BNP Paribas
Montreal, QC
- Other
Participate in senior speaker events and roundtable discussions to network with colleagues and gain a comprehensive understanding of financial markets
Added 27 mins ago
RH
Accounting Manager
Robert Half
Markham, ON
- $40 to $50 CAD / hour
- Contract
Our client, a well-established organization in distribution industry, is seeking a hands-on Accounting Manager to oversee the full accounting function and provide financial leadership to…
Added 27 mins ago
SS
Accountant
Sienna Senior Living
Markham, ON
- $55,451 to $59,314 CAD / year
- Full-time
What You’ll Be Doing: Reporting to the Manager, Operations Finance, the Accountant, Operations Finance is responsible for preparing monthly financial statements and other business units,…
Added 27 mins ago
S
Produce Manager
Sobeys
Ayr, ON
- Full-time
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…

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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