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Added 2 mins ago
PL
Project Manager - PL#60248
Peter Lucas
Halifax, NS
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for an experienced Project Manager to join our team.
Added 2 mins ago
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
…integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset…
Added 2 mins ago
M(
[C] Project Manager
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
Reporting to the Manager of Program Management & Delivery, the successful candidate will play a critical role in driving successful execution on innovative, technology-based projects.
Added 2 mins ago
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Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
Our team helps our clients optimize cash flow and reduce risk by managing challenges related to indirect taxes. You’ll support our clients with all aspects of indirect taxation related to…
Added 17 mins ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
Support regulatory submissions, advisory committee preparation, and risk management planning for the oncology portfolio.
Added 17 mins ago
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
…mapping and reconciliation activities, supporting regulatory and management reporting, and contributing to strategic transformation programs involving General Ledger (GL), finance…
Added 17 mins ago
BI
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO Insurance
Toronto, ON
- Full-time
Partner with teams across actuarial, investments, finance, operations, legal and risk management to ensure models appropriately reflect business requirements.
Added 17 mins ago
L
Manager - Asset Protection & Global Fulfillment, Global Security Operations Center (GSOC)
lululemon
BC · British Columbia, Canada
- Full-time
The Global Fulfillment Asset Protection & Safety (AP&S) team plays a critical role in protecting our people, assets, and operations across the global fulfillment network. Through an…
Added 17 mins ago
MG
Western Canada Compliance Manager
MISTRAS Group
Calgary, AB
- Full-time
Incident Investigations & Case Management: Lead and support Western Canadian incident investigations, root-cause risk analyses, and closure. Collaborate with occupational health personnel…
Added 17 mins ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB
- Full-time
The HACCP Advisor is a key food safety leadership position responsible for supporting the QC Manager in the management, maintenance, and continuous improvement of the Plant's Food Safety…
Added 17 mins ago
A
Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
We are currently recruiting for a Senior Account Manager/ Commercial Underwriter position for Canada based in the Montreal office, QC.
Added 17 mins ago
AC
Project Manager
ATS Corporation
Cambridge, ON
- Full-time
Attend the project status meeting as requested by the Program Manager and/or Director, Project Management.
Added 17 mins ago
BC
Associate or Vice President, Global Markets
BMO Capital Markets
Montreal, QC
- Full-time
…provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.…
Added 17 mins ago
L
Senior Program Manager - Global Product Technology
lululemon
Vancouver, BC
- Full-time
As a Senior Program Manager, you will coordinate technology program delivery across multiple teams, managing dependencies and ensuring successful delivery of technical capabilities while…
Added 17 mins ago
A
Account Manager - Commercial
Atradius
Mississauga, ON
- Full-time
As an Account Manager, you will play a pivotal role in delivering exceptional service and strategic support to our policyholders and broker partners. This position demands a proactive and…
Added 17 mins ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
The Capital Allocation & Management (CAM) function leads the development of strategy, policy, and implementation to optimize financial resources, accelerate capital and balance sheet…
Added 17 mins ago
L
Manager - Asset Protection & Global Fulfillment, Global Security Operations Center (GSOC)
lululemon
Brampton, ON
- Full-time
The Global Fulfillment Asset Protection & Safety (AP&S) team plays a critical role in protecting our people, assets, and operations across the global fulfillment network. Through an…
Added 17 mins ago
TG
Senior Manager, Applications and Engineering
TMX Group
Toronto, ON
- Full-time
Resilience, Governance & Risk Management: Lead disaster recovery exercises, business continuity tests, and failover validations; champion standard operating procedures (SOPs), IT change…
Added 17 mins ago
CB
Supply Chain Project Manager - M&E
Clark Builders
Edmonton, AB
- Full-time
Maintain compliance with purchasing and risk management policies and procedures.
Added 17 mins ago
CB
Supply Chain Project Manager - MV/Cable
Clark Builders
Edmonton, AB
- Full-time
Maintain compliance with purchasing and risk management policies and procedures.
Added 17 mins ago
Digital Marketing Program Manager
Dayforce
Toronto, ON
Dayforce is a global human capital management (HCM) company headquartered in Toronto, Ontario, and Minneapolis, Minnesota, with operations across North America, Europe, Middle East, Africa…
Added 17 mins ago
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Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
…capabilities and experiences across Capital Markets. As a Senior Manager of Strategic Learning, you will partner closely with business leaders, HR, Communications and other key stakeholders…
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ServiceNow SAM Administrator - ITAM
BMO
Toronto, ON · YNG
- Full-time
We are seeking an enthusiastic, passionate professional to join our Software Asset Management (SAM) team. BMO’s Blue Rewards SAM practice focuses on inventory management, product catalog…
Added 17 mins ago
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Mortgage Specialist
BMO
Granby, QC
- Full-time
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,…
Added 17 mins ago
B
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO
Toronto, ON · YNG
- Full-time
Partner with teams across actuarial, investments, finance, operations, legal and risk management to ensure models appropriately reflect business requirements.

BMO

Personal Banking Associate

Vancouver, 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 27, 2026
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 3, 2026

Original job description

Application Deadline:

11/26/2026

Address:

2388 4th Avenue West

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 needs and providing tailored financial advice and solutions. They also collaborate with branch partners to drive business results, manage operational tasks, and ensure compliance with regulatory and ethical standards.

Requirements

Candidates should have 1-2 years of relevant experience or an equivalent combination of education and experience. Strong interpersonal, communication, and consultative sales skills are required, along with the ability to work in a team-based environment.

Skills

Customer service
Financial advice
Sales
Relationship management
Interpersonal skills
Problem solving
Communication skills
Organization skills
Collaboration
Analytical skills
Risk management
Compliance
Investment product knowledge
Digital literacy

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
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Consultative Sales
Branch Operations
Inventory Management
Digital Banking
Self-serve Options
Credit Card Needs
Business Banking
Financial Services
Regulatory Environment
Customer Relationship

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