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Associate Director
BMO
Toronto, ON · FCP
- Full-time
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
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Indirect Tax, Senior Associate
PwC
Vancouver, BC
- Full-time
As an Indirect Tax Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and…
Added 1 min ago
UO
Student Financial Management Analyst
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…In addition, the individual works in collaboration with the Associate Director and provides expert advice in the review, development and monitoring of financial and student systems,…
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
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Canadian Commercial Banking Associate
TD
Ottawa, ON
- Full-time
…management. Positions are available across Canada for the Commercial Associate…
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T
Customer Experience Associate - Cantonese or Punjabi Language Skills an Asset
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
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Personal Banking Associate - Montreal-North Branch
TD
Montreal, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
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Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
You have completed an undergraduate degree/diploma in Business, Finance, Accounting, or related field.
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Financial Services Associate, Imperial Service
CIBC
Niagara Falls, ON · Niag.Falls-Lundys Lane&Leonard
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
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Client Engagement Associate [Hourly] (Contract/Secondment)
CIBC
Exeter, ON
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
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Client Engagement Associate [Hourly]
CIBC
Saskatoon, SK
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 16 mins ago
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Associate, Client Services
Municipal Finance Authority of British Columbia
Victoria, BC
- Full-time
As the Associate, Client Services, you’ll be part of a dynamic team, supporting daily activities and contributing to longer-term projects. Often the first point of contact for many of our…
Added 16 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
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Personal Banking Associate
BMO
Waterloo, ON
- Full-time
Added 16 mins ago
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Gérant(e) de l’avant du magasin, salarié(e) – PHX temps plein jour
Shoppers Drug Mart
Saint-Jérôme, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 32 mins ago
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Private Banker
RBC
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 32 mins ago
RB
Private Banker
Royal Bank of Canada
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 32 mins ago
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Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Added 32 mins ago
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Senior Category Management Specialist
TJX Companies
ON · Mississauga, Ontario
- $76,620 to $107,268 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 46 mins ago
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Wealth Associate
Options Consulting Solutions
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
We're partnering with an established organization in the private wealth management space to find a Wealth Associate / Senior Wealth Associate to join their growing team. This opportunity is…
Added 46 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 46 mins ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 46 mins ago
IB
Tenured Faculty Position in Sustainability (Abell Hodgson Chair in Regenerative Agriculture)
Ivey Business School at Western University
London, ON
- Full-time
…food and agriculture. This can include, but is not limited to, accounting, analytics, finance, management, operations, strategy and sustainability, as well as others with an emphasis on…
Added 47 mins ago
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Dividend Quality Reviewer
Computershare
Richmond Hill, ON
- Full-time
Associate degree, diploma, or equivalent education from a college, university, or technical school, combined with relevant work experience; or an equivalent combination of education,…
Added 47 mins ago
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Associate Trust Officer - 12 Month Full-Time Contract
Computershare
Calgary, AB
- Full-time
This Associate Corporate Trust Officer is a 12-month temporary role will assist the Corporate Trust Officer with the set-up, administration and client service relationship of Corporate…

BMO

Personal Banking Associate

Waterloo, ON, 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 23, 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 6, 2026

Original job description

Application Deadline:

11/22/2026

Address:

200 Northfield Drive 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

The Personal Banking Associate delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions. They also support branch operations, manage customer transactions, and collaborate with partners to identify referral opportunities.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and a passion for consultative customer service. Proficiency in digital tools and the ability to work in a team-based, results-oriented environment are essential.

Skills

Customer service
Financial advice
Sales
Relationship management
Communication skills
Problem solving
Interpersonal skills
Operational support
Risk management
Regulatory compliance
Investment product knowledge
Digital banking tools
Team collaboration
Analytical skills
Organization skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Financial Solutions
Customer Experience
Lobby Leader
Investment Products
Credit Card Needs
Risk Management Framework
Money Laundering Reporting
Regulatory Compliance
Consultative Sales
Inventory Management
Digital Banking
Self-serve Options
Business Results
Market Needs
Privacy
Ethical Requirements
Financial Services Marketplace

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