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Added 4 days ago
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Operations Geologist - NAm Well Operations
Tetra Tech
Calgary, AB
- Full-time
…travel as needed. Excellent written and verbal communication, client interaction and organizational skills, as well as proficiency with MS Office applications…
Added 4 days ago
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Customer Experience Associate - Future Opportunities
TD
Toronto, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 4 days ago
T
Customer Experience Associate - Verdun (Part-time, 22.5h/week)
TD
Montreal, QC
- Part-time
…avec nos clients en effectuant de nombreuses opérations de service à la clientèle ainsi que de fournir des renseignements et des conseils sur les services, les produits et les solutions aux…
Added 4 days ago
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Retail Temporary Sales Associate , Sandro, McArthurGlen Designer Outlet
SMCP – Sandro, Maje, Claudie Pierlot, Fursac
Richmond, BC
- Temporary
As a Sales Associate, you’ll be at the heart of delivering an exceptional client experience, making every shopping moment memorable. You’ll build strong relationships with customers, curate…
Added 4 days ago
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Personal Banking Associate - Ste-Dorothée (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
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Customer Experience Associate
TD
Guelph, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
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Seasonal Associate
sephora.com
Kitchener, ON
- $19.2 to $22.6 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 4 days ago
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Seasonal Associate
sephora.com
North Bay, ON
- $19.2 to $22.6 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 4 days ago
SC
Special Order Customer Experience Representative, Staples Promotional Products - Bilingual English/French
Staples Canada
Vaughan, ON
- Full-time
Exceptional customer service mindset with a passion for delivering a positive client experience
Added 4 days ago
Retail Temporary Sales Associate , Sandro, McArthurGlen Designer Outlet
SMCP NORTH AMERICA (US, CANADA)
Richmond, BC
As a Sales Associate, you’ll be at the heart of delivering an exceptional client experience, making every shopping moment memorable. You’ll build strong relationships with customers, curate…
Added 4 days ago
EC
Technical Services Coordinator, Delta Ottawa City Centre Full Time
Encore Canada
Ottawa, ON
- Full-time
Provides excellent service and strive to exceed the expectations and needs of internal and external customers.
Added 4 days ago
EC
Event Senior Technical Specialist - Audio, Toronto Branch, Full Time
Encore Canada
Brampton, ON
- Full-time
…in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director of Project Management or Director of Project Management in…
Added 4 days ago
EC
Event Senior Technical Specialist - Projection, Toronto Branch, Full Time
Encore Canada
Brampton, ON
- Full-time
…in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director of Project Management or Director of Project Management in…
Added 4 days ago
EC
Event Senior Technical Specialist - Lighting, Toronto Branch, Full Time
Encore Canada
Brampton, ON
- Full-time
…in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director of Project Management or Director of Project Management in…
Added 4 days ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 4 days ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 4 days ago
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Personal Banking Associate Trainee
TD
Duncan, BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 4 days ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Eustache, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 4 days ago
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Food Service Associate / Sandwich Maker
Dexterra
Abbotsford, BC
- $19 to $20 CAD / hour
- Full-time
As a Food Services Associate / Cook, reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires…
Added 4 days ago
A&
Senior Associate, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
Develop and maintain strong working relationships with clients by delivering responsive, high-quality service and supporting engagement teams in meeting client needs.
Added 4 days ago
A&
Senior Associate, Core Tax
Alvarez & Marsal
Calgary, AB
- Full-time
Develop and maintain strong working relationships with clients by delivering responsive, high-quality service and supporting engagement teams in meeting client needs.
Added 4 days ago
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Customer Experience Associate
TD
Surrey, BC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 4 days ago
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Associate Financial Advisor
CIBC
Walkerton, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 4 days ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
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…
Added 4 days ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
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…

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 30, 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:

11/29/2026

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 needs and providing tailored financial advice and solutions. They work collaboratively within the branch to meet business objectives while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 1–2 years of relevant experience or education and possess strong interpersonal and consultative sales skills. Proficiency with digital tools and a commitment to providing a personalized customer experience are essential for this role.

Skills

Customer service
Financial advice
Sales
Relationship management
Communication
Problem solving
Interpersonal skills
Analytical skills
Organization
Collaboration
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
Digital Banking
Self-serve Options
Credit Card Needs
Inventory Management
Consultative Sales
Business Banking
Financial Services
Regulatory Requirements
Branch Operations

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