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Prospr Advisor - Core
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Valid sales and service experience (preferably in insurance)
Added 2 mins ago
Produce Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Ayr, ON
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…
Added 2 mins ago
Manager in Training
Northland Properties
Revelstoke, BC
We currently have an opportunity for an energetic, service-oriented leader to join our Leadership Development Program. Successful candidates will be given the opportunity to work with all…
Added 2 mins ago
Seasonal Associate - Famous Footwear
Caleres
ON · NIAGARA ON THE L, ON
Must exercise independent judgment and discretion partnering with Store Sales Manager and/or Assistant Managers, as needed
Added 2 mins ago
LC
Représentant Service à la Clientele
LKQ Corporation
Saint-Bruno-de-Montarville, QC
- Full-time
Knowledgeable on all aspects of product inventory which may include sales and product information, cancellations, credits, invoicing and/or customer service inquiries.
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Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Quebec, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
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L
5798 - 3rd Key
Lids
Windsor, ON
- $18.1 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
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Pharmaceutical Hybrid Account Manager
ImpactBio
ON · Ontario, Canada
- Full-time
…within an assigned territory by creating demand and executing sales & marketing strategies in the promotion of key products in Exeltis’ Women’s Healthcare portfolio. You’ll be calling on…
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Manager, Group Administration
First Canadian Financial Group
Edmonton, AB
- Full-time
…function evolves - including processes, workflows, technology, service delivery, team capability and client…
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Group, Administrator III
First Canadian Financial Group
Edmonton, AB
- Full-time
Client service processes and the overall experience we provide to plan sponsors and members.
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Product Owner
Radiant Systems Solutions, Inc
AB · Edmonton, AB
- Contract
Partner across Customer Care, Acquisition and Sales, Retention, Products and Pricing, Billing, Payments, Credit and Collections, Remittance, Customer Communications, Customer Management,…
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TS
Store Associate
The Salvation Army in Canada
Sackville, NB
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
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TH
Merchandising Associate - Part Time (RIchmond Hill North)
The Home Depot Canada
Richmond Hill, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
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PA
Part-Time Front Desk Administrator (Precision Honda)
Performance Auto Group
Mississauga, ON
- Part-time
Send final candidates to dealership manager for final selection
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TH
Merchandising Associate Part Time (BRADFORD)
The Home Depot Canada
Bradford, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
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TH
Kitchen & Bath Sales Associate - Part Time (Dartmouth)
The Home Depot Canada
Dartmouth, NS
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
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NS
Senior Account Director, Social & Influencer
North Strategic
Toronto, ON
- $125,000 to $135,000 CAD / year
- Full-time
Lead national client accounts as a dedicated client-service manager with minimal supervision.
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Territory Sales Manager
Footage Tools Inc.
Vaughan, ON
- Full-time
60 Minute in person meeting with Sales Manager
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Area Operations Manager
Soul Foods Group
Toronto, ON · Greater Toronto Area, Canada
- $60,000 to $70,000 CAD / year
- Full-time
Drive sales and profitability across your area by identifying opportunities to strengthen operational performance.
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TH
Overnight Freight Associate Part Time (KINGSTON)
The Home Depot Canada
Kingston, ON
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
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TH
Order Picker Part Time - LONDON N
The Home Depot Canada
London, ON
- Part-time
…out of the store and loaded onto the truck. As part of the Service Desk team, Order Picker associates need to be comfortable handling basic customer order-related transactions, such as POS…
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TH
Tool Rental Sales Part Time - LONDON N
The Home Depot Canada
London, ON
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
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SMB Account Executive
Wagepoint
Remote, Canada
- $70,000 to $110,000 CAD / year
- Full-time
- Remote
…Canada. This position offers salary plus commission based on sales metrics and revenue, and you'll identify new prospects through relationships built with accountants, referrals, business…
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Analyst, Sponsor Finance
BMO
Toronto, ON · FCP
…policies and procedures while maintaining an exceptional client service…
Added 3 mins ago
A
Entry Level Sales Trainee
Aerotek
Langley (District), BC · Langley, BC
- Full-time
Perform sales related activities including, but not limited to leading meetings at client sites and client manager, and consultant lunches.

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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