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Added 21 mins ago
Sr. Financial Analyst
Rogers Communications
Toronto, ON
Financial services, banking, or credit card experience strongly preferred.
Added 36 mins ago
RB
Manager, Operations II
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, Futures Operations, you will lead a team supporting time-sensitive, complex, exception-based, and highly specialized futures operations within Wealth Management Canada. You will…
Added 1 hour ago
RD
Manager, Operations II
RBC Dominion Securities
Toronto, ON
- Full-time
As Manager, Futures Operations, you will lead a team supporting time-sensitive, complex, exception-based, and highly specialized futures operations within Wealth Management Canada. You will…
Added 1 hour ago
VF
Senior Project Delivery Specialist - RBT2 (4 Year Term)
Vancouver Fraser Port Authority
Vancouver, BC
- Contract
Providing senior technical advice on project delivery methodology and/or project controls to the Manager.
Added 3 hours ago
PC
Transfer Pricing - Financial Transactions, Manager
Pwc Canada
Toronto, ON
- Full-time
Strong research, writing and quantitative analytical skills. You must be knowledgeable and comfortable with detailed financial analyses, credit risk, and capital markets
Added 4 hours ago
IG
Digital Product Manager
Insight Global
Toronto, ON
- $70 to $78 CAD / hour
- Contract
Risk Mitigation: Identify delivery risks early and implement solutions to keep development on track.
Added 5 hours ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
Manage a profitable portfolio of business within the parameters agreed upon with the VP Risk Monitoring Manager and the VP RIC Director, utilizing sound credit analysis techniques.
Added 5 hours ago
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Product Manager, Financing
Wayfair
Toronto, ON
- $152,313 to $165,557.5 CAD / year
- Full-time
…- consumer financing across multiple providers, the Wayfair Credit Card, and Wayfair Rewards, our membership program. Together these are among the most direct levers Wayfair has on customer…
Added 6 hours ago
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Planning Intelligence & Automation
TC Energy
Calgary, AB
- Full-time
…Planning Intelligence & Automation. Reporting directly to the Manager, Portfolio Design & Optimization, this role will design, prototype, implement, and scale agentic AI and automation…
Added 6 hours ago
B
Mortgage Specialist
BMO
Sault Ste. Marie, ON
- 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 6 hours ago
B
Mortgage Specialist
BMO
Cobourg, ON
- 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 6 hours ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Added 6 hours ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Added 6 hours ago
A
Director, Treasury & Business Intelligence
Avana
Regina, SK
- Full-time
…investment analysis, business intelligence, and related financial risk activities. As the senior leader of the function, the Director establishes strategy and standards, approves…
Added 6 hours ago
B
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 6 hours ago
MC
Commercial Analyst
Meridian Credit Union
Guelph, ON · London, ON
- $52,000 to $75,000 CAD / year
- Full-time
…Relationship Managers, Senior Relationship Mangers and Directors, via credit and related support, including at times through direct member contact. You will be a part of our team to grow…
Added 6 hours ago
R
Senior Relationship Manager, Commercial Financial Services
RBC
Montreal, QC
- Full-time
…industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs. This is a senior role in which your…
Added 6 hours ago
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Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
…on client relations, preferably with experience in a trade credit insurance organization as an account manager or commercial…
Added 6 hours ago
A
Account Manager - Commercial
Atradius
Mississauga, ON
- Full-time
The Atradius Group provides trade credit insurance, surety and collections services worldwide, and has a presence through 160 offices in 52 countries. The products offered by Atradius…
Added 6 hours ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
…accelerate capital and balance sheet velocity, actively manage the credit portfolio, optimize regulatory capital, liquidity, and funding outcomes, enable differentiated structuring…
Added 6 hours ago
B
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 6 hours ago
B
Mortgage Specialist
BMO
Boucherville, 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 6 hours ago
B
Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best…
Added 6 hours ago
B
Mortgage Specialist
BMO
Saint-Jean-sur-Richelieu, 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 6 hours ago
B
Mortgage Specialist
BMO
Brossard, 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,…

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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