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Added 11 mins ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
The Specialist, Supplier Relationship Management will report to the Manager, Supplier Relationship Management and will support the Operations team in the effective management of third-party…
Added 11 mins ago
C
Network Technical Project Manager, Vice President
Citi
Mississauga, ON · Toronto, ON
- Full-time
The Network Technical Project Manager is a senior-lead position responsible for the successful execution of complex, strategic, enterprise-wide technology initiatives critical to Citi’s…
Added 11 mins ago
CB
Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
Finance Reporting (HQ): Perform general ledger journal entries, record and reconcile cash activity, report unclaimed property report and joint venture consolidation.
Added 26 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 26 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 26 mins ago
P&
Gestionnaire, stratégie et planification financière (FP&A) / Manager FP&A Strategy
Pratt & Whitney
Longueuil, QC
- Full-time
Added 55 mins ago
A
Spécialiste des services financiers/Finance Manager
AutoCanada
Mirabel, QC
- Other
Added 55 mins ago
A
F&I Manager - Courtesy Chrysler Dodge Jeep Ram
AutoCanada
Calgary, AB
- $100,000 to $150,000 CAD / year
- Other
The Automotive Finance Manager is responsible for overseeing the finance and insurance (F&I) department, managing vehicle sales financing, insurance products, and ensuring compliance with…
Added 55 mins ago
B
Gestionnaire, Comptabilité en Gestion Immobilière | Manager, Property Management Accounting
Broccolini
Montréal-Ouest, QC
- Full-time
Added 55 mins ago
RH
Financial Reporting Manager
Robert Half
Vancouver, BC
- $115,000 to $125,000 CAD / year
- Full-time
Our client, a well-established and growing organization located in Downtown Vancouver, is seeking a Financial Reporting Manager to join their team in a hybrid capacity. This is an exciting…
Added 55 mins ago
UO
Billing Analyst, Medical Clinic
University of Calgary
Calgary, AB
- Full-time
…for members (physicians) of the University of Calgary Medical Group, including reviewing, validating and auditing information submitted by physicians via Connect Care to ensure timely…
Added 55 mins ago
CG
Senior Manager, ERP
Calian Group
Ottawa, ON
- Full-time
The Senior Manager, ERP will lead internal teams and external partners while supporting enterprise initiatives, business integrations, and continuous improvement efforts across Finance, HR,…
Added 55 mins ago
EG
Assistant Controller (Ontario)
Emterra Group
Oakville, ON
- Full-time
Emterra Group is a dynamic, growth-oriented, and safety-focused group of companies. Our organization have been deemed to be an “essential service” by providing collection and processing for…
Added 55 mins ago
Donation Processing Administrator, University Relations
University of Saskatchewan
Saskatoon, SK
Added 1 hour ago
M
Senior Travel Claims Specialist
Manulife
Waterloo, ON
- Full-time
Reporting to the Manager, this position requires an expert in travel claims (medical, trip cancellation/interruption, baggage, accidental death and dismemberment, collision damage) for both…
Added 1 hour ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
Knowledge of Insurance and group products is an asset
Added 1 hour ago
MN
Senior Account Manager
Mosaic North America
Toronto, ON
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 1 hour ago
TH
Business Manager
The Humberview Group
Toronto, ON
- Full-time
Volkswagen MidTown Toronto is looking for a Business Manager to add to our team in Toronto. Volkswagen MidTown Toronto is proud to be a member of The Humberview Group, representing 20…
Added 1 hour ago
TU
Indigenous Student Development Coordinator
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…Director, School of Kinesiology, and works closely with the Manager, Finance and Administration to support the planning, coordination, and delivery of Indigenous student initiatives and…
Added 1 hour ago
MN
Senior Account Manager
Mosaic North America
Vancouver, BC
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 1 hour ago
PG
Media Planner
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Present plans to the client brand group, with assistance of Supervisor/Manager
Added 1 hour ago
Manager, Canadian Tax
ASSA ABLOY
Toronto, ON
We are seeking an experienced and strategic Canadian Tax Manager to lead all aspects of Canadian tax compliance, reporting, planning, and controversy management. This role will report…
Added 1 hour ago
TC
Manager, Tax Compliance & Reporting (18-month contract)
The CSL Group Inc.
Montreal, QC
- Temporary
The Manager, Tax Compliance, Reporting and Risk oversees corporate tax compliance, tax accounting and reporting, and tax risk management across CSL’s Canadian and international operations.…
Added 1 hour ago
O
Senior Analyst, Lease Accounting
OMERS
Toronto, ON · Head Office Toronto
- Full-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
Added 1 hour ago
O
Senior Manager Technical Accounting
OLG
Sault Ste. Marie, ON · Foster Drive Office
- Full-time
Partner with Senior Manager, External Reporting & Consolidation to identify, evaluate and support financial statement impacts and preparation of Financial Statements and other reporting…

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 4, 2026

Original job description

Application Deadline:

11/29/2026

Address:

2301 Brimley Road

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 collaborate with branch partners to grow customer relationships while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education, along with strong interpersonal and consultative sales skills. Proficiency in digital tools and a commitment to delivering a personalized customer experience are essential for this role.

Skills

Customer service
Sales
Financial advice
Relationship management
Communication
Problem solving
Interpersonal skills
Analytical skills
Organization
Collaboration
Risk management
Compliance
Digital literacy
Consultative sales

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
Lobby Leader
Investment Products
Credit Card Needs
Money Laundering Reporting
Risk Management Framework
Regulatory Compliance
Consultative Sales
Inventory Management
Business Banking
Strategic Advice
Financial Services
Marketplace Trends

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