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Added 12 mins ago
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Manager, Financial and Operations Compliance
CIRO / OCRI
Toronto, ON
- Full-time
The Manager, Financial & Operations Compliance manages field examinations to ensure that Dealer Member firms comply with CIRO’s prudential rules and are financially and operationally viable.
Added 12 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
London, ON
- Other
Job Title: Operations Manager, Virtual Services
Added 12 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
Calgary, AB
- Other
Job Title: Operations Manager, Virtual Services
Added 27 mins ago
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Sr. Business Systems Analyst, TD Securities
TD
Toronto, ON
- Full-time
The Corporate & Investment Banking Technology team is seeking a Business Systems Analyst to support the Technology Operations & Risk (TOR) function.
Added 27 mins ago
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VP, Strategy and Performance Management, Capital Markets
BMO
Toronto, ON · FCP
- Full-time
…and works closely with the C-suite and with senior leaders in Investment & Corporate Banking as well as Global Markets on top strategic priorities, spanning the end-to-end lifecycle –from…
Added 41 mins ago
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Bilingual Estates Specialist
Aviso
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
We're looking to fill an opening for a Bilingual Estates Specialist to join our Operations team.
Added 57 mins ago
IF
Assistant Branch Manager
Investia Financial Services
Vancouver, BC
- Full-time
The Assistant Branch Manager will also support day-to-day branch operations, advisor onboarding and training, staff coordination, regulatory and company requirements, reporting, operational…
Added 57 mins ago
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Full-Time l Housekeeping Supervisor l Radisson Blu Toronto Downtown
Silver Hotel Group
Toronto, ON
- Full-time
Lead and support the day-to-day operations of the Housekeeping department alongside the Executive Housekeeper.
Added 57 mins ago
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Sr Manager, Salvage Parts Initiatives
eBay
Toronto, ON
- Full-time
As Senior Manager, Strategic Initiatives - Salvage, you will lead business planning and operational execution for priority global Salvage initiatives. You will translate strategic…
Added 1 hour ago
OI
Account Coordinator, Season Seat Services
OEG Inc.
Edmonton, AB
- Full-time
…combined with performance excellence that ensures a fair return on investment. We develop our people to be leaders in our industry, and we invest in our communities. Through our world class…
Added 1 hour ago
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Manager - Product Control – Central Funding Group
RBC
Toronto, ON
- Full-time
Develop an understanding of RBC operations and the functions of various business units across the firm
Added 1 hour ago
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Associate Customer Success Manager
Zefr
Remote, Canada
- Full-time
- Remote
We are hiring a new Associate Customer Success Manager to oversee the working relationships with Zefr clients on our programmatic product. This person will work with the biggest and best…
Added 1 hour ago
RB
Manager - Product Control – Central Funding Group
Royal Bank of Canada
Toronto, ON
- Full-time
Develop an understanding of RBC operations and the functions of various business units across the firm
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Ottawa, ON
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Ottawa, ON
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 1 hour ago
OS
Account Coordinator, Season Seat Services
OEG Sports & Entertainment
AB · Greater Edmonton Metropolitan Area
- Full-time
…combined with performance excellence that ensures a fair return on investment. We develop our people to be leaders in our industry, and we invest in our communities. Through our world class…
Added 1 hour ago
PS
Contrôleur manufacturier – Bilingue (français et anglais)Financial Controller- Bilingual
Professional Staffing
Sherbrooke, QC
- Full-time
Il s’agit d’un rôle stratégique de partenaire d’affaires qui exige une excellente compréhension des opérations manufacturières et la capacité de transformer les données financières en…
Added 1 hour ago
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Lead Manager, Strategic Partnerships (Seoul-based)
Agoda
Montreal, QC
- Full-time
You will work cross-functionally with teams across Commercial, Marketing, Product, Finance, Legal, Analytics, and Operations to take partnership opportunities from idea through execution…
Added 1 hour ago
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Associate Manager, Marketing Strategy (Bangkok Based, relocation provided)
Agoda
Montreal, QC
- Full-time
4+ years’ experience in top-tier management consulting, investment banking, private equity, or strategy/business operations for a fast-growing globally operating tech company
Added 1 hour ago
KB
Freight Flow Associate
Kent Building Supplies
Rothesay, NB
- Part-time
…incoming freight shipments. As a key member of the overnight operations, freight handlers ensure accurate inventory management and timely distribution to support our customers' needs. You…
Added 1 hour ago
TE
Business Analyst – Gas Market Analysis
TC Energy
Calgary, AB
- Full-time
Reporting to the Manager, Gas Market Analysis, this role will serve as a key analytical resource focused on understanding the intersection of natural gas and power markets. The successful…
Added 1 hour ago
Branch Manager, Kelowna
Odlum Brown
Kelowna, BC
…goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the…
Added 1 hour ago
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Senior Manager, Money Movement
BMO
Toronto, ON · BMOPLACE
- Full-time
Working horizontally across the portfolio, the Senior Manager will partner closely with product owners and teams across Digital, Technology, Fraud, Risk, Legal, Compliance, Operations,…
Added 1 hour ago
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Senior Manager, Money Movement
BMO
Toronto, ON
- Full-time
Working horizontally across the portfolio, the Senior Manager will partner closely with product owners and teams across Digital, Technology, Fraud, Risk, Legal, Compliance, Operations,…
Added 1 hour ago
PM
Manager, Compliance
Picton Mahoney Asset Management
Toronto, ON
- Full-time
We're looking for a knowledgeable, detail-oriented Manager, Compliance to join our Compliance team, reporting to the Senior Director, Compliance. You will focus on sales, marketing and…

BMO

Personal Banking Associate

Kamloops, BC, Canada

$35,500.00 - $60,500.00 · Full-time

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Job details

Pay: $35,500.00 - $60,500.00
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 4, 2026

Original job description

Application Deadline:

11/29/2026

Address:

1180 Columbia Street 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 - $60,500.00

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

Provide personalized banking guidance, handle customer transactions, identify financial needs and referral opportunities, and promote suitable banking products and digital channels. Support branch operations and business results while protecting customer assets and privacy and following risk, legal, and compliance requirements.

Requirements

Typically requires 1–2 years of relevant experience or certification, or an equivalent combination of education and experience; Canadian candidates must have completed or be progressing toward registration to sell investment products, as applicable, within 12 months. Candidates should bring consultative customer service or sales experience, digital-tool confidence, strong communication and interpersonal skills, problem-solving ability, and a collaborative, results-focused approach.

Skills

Consultative Customer Service
Sales
Personal Banking
Credit Card Needs Assessment
Customer Relationship Building
Active Listening
Problem Solving
Communication
Organization
Collaboration
Teamwork
Analytical Skills
Digital Banking Tools
Risk Management
Regulatory Compliance
Referral Generation

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
Personal Banking
Financial Solutions
Customer Experience
Credit Cards
Investment Products
Investment Advice
Digital Banking
Self-Service Banking
Customer Referrals
Consultative Sales
Branch Operations
Risk Management Framework
Risk Appetite
Regulatory Compliance
Anti-Money Laundering
Customer Privacy
Asset Protection
Social Media
Tablets
Smartphones
Online Tools
Marketing Promotions
Inventory Management
Customer Applications

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