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Added 10 mins ago
T
Account Manager II, Commercial Mortgage Group
TD
Toronto, ON
- Full-time
The Account Manager II (AM II) reports to an Associate Vice President (AVP) or a Manager Mortgage Credit (MMC) and the AM II position level is differentiated by the complexity and size of…
Added 10 mins ago
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Mortgage Specialist
BMO
Montreal, QC
- Full-time
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Added 10 mins ago
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Financial Planner
BMO
Calgary, AB
- Full-time
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Added 11 mins ago
BR
Director, Finance, HR and Operations
BRION RAFFOUL LLP
Ottawa, ON
- Full-time
We are seeking a Director, Finance, HR and Operations to join our operations on a full-time basis. Reporting directly to the Managing Partner, the Director will be responsible for managing…
Added 11 mins ago
CF
Fractional CFO
Convoy Finance
Toronto, ON
- $90,000 to $140,000 CAD / year
- Full-time
Convoy Finance is looking for a hands-on, strategic Fractional CFO to support a portfolio of early-stage and growth-stage startups across Web3 and emerging technology sectors.
Added 25 mins ago
Senior Manager, Business Management, GBM Finance
Scotiabank
Toronto, ON
Acts as a strategic extension of the CFO GBM, the Senior Manager, Business helps shape and deliver the enterprise risk narrative through clear executive decision support and communications.…
Added 25 mins ago
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Business Manager
FCC / FAC
AB · Toronto, ON · Regina, SK · Agriculture Place
- Full-time
As a business manager for the finance division, you’ll help turn strategy into action. Working closely with Executive Manager, vice-presidents and leadership team, you’ll connect corporate…
Added 25 mins ago
Senior Manager, Strategic Finance & Deal support
Bell
Toronto, ON
As Senior Manager, Strategic Finance & Deal support, you will serve as a trusted strategic and commercial advisor to the executive leadership team, helping shape the organization's most…
Added 25 mins ago
Senior Consultant, Proposal Management
Bell
Toronto, ON
As a Senior Manager, Strategic & Negotiations, you will act as a strategic advisor to AI Fabric's leadership team, helping drive the company's most important commercial, operational, and…
Added 26 mins ago
AK
Development Coordinator, Donor Services and Operations
Aga Khan Museum
Toronto, ON
- Full-time
Reporting to the Development Manager, Donor Services and Operations, the Development Coordinator is responsible for providing a full range of prospect, pipeline and moves management support…
Added 26 mins ago
SM
Director of Retail Operations
Shop Makers
Vancouver, BC
- Full-time
Help define what great leadership looks like at each level (Store Manager, Area Manager, Regional Manager) and build the development plans, training, and career paths that get people there.
Added 40 mins ago
R
Partnerships Manager
Relay
Remote, Canada
- Full-time
- Remote
…a defining channel for Relay’s growth. As our Partnerships Manager, reporting to our Director of Partnerships, you’ll play a key role in scaling with existing partners, driving high-quality…
Added 55 mins ago
TC
Key Account Manager
The Crump Group, Inc.
Mississauga, ON
- $55,000 to $70,000 CAD / year
- Full-time
The Key Account Manager (KAM) is accountable for the achievement of account-specific goals including volume and trade objectives, forecast accuracy, promotional execution, distribution…
Added 55 mins ago
SC
Financial Service Officer
Sydney Credit Union
Sydney Indian Reserve No. 28A, NS · Sydney, Nova Scotia
- Full-time
- Temporary
This role will ultimately report to the Lending Manager; however, as the position is currently vacant, the successful candidate will report to the VP, Growth & Member Experience on an…
Added 55 mins ago
LC
Senior Manager, Continuous Improvement, Ecomm Operations
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Toronto, ON
- Full-time
As the Senior Manager, Continuous Improvement, you will be responsible to identify, quantify, and drive measurable improvements for in store fulfillment productivity and labour efficiency…
Added 55 mins ago
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Regional Property Manager
Greystar
Edmonton, AB
- Full-time
Added 1 hour ago
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Senior People and Culture Operations Partner
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Montreal, QC
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Added 1 hour ago
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AltaGas - Manager, Cash Processing
AltaGas Ltd.
Calgary, AB · AB - Calgary
- Full-time
The Manager, Cash Processing provides strategic and operational leadership for Accounts Payable, Expense Management, and Accounts Receivable Cash Receipts across AltaGas Corporate and…
Added 1 hour ago
T
Senior Business Analyst, Easy Trade
TD
Toronto, ON
- Full-time
Undergraduate degree in business, technology, finance, or related discipline
Added 1 hour ago
T
AVP, Legal - Technology Enablement, Data Analytics and Reporting
TD
Toronto, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to…
Added 1 hour ago
T
AVP, Legal - Operations and Business Management
TD
Toronto, ON
- Full-time
…global Legal Operations services, including business management, strategic initiatives, portfolio coordination, vendor management, communications, learning and development, and colleague…
Added 1 hour ago
T
Senior Risk Manager, Corporate Segment ORM (5578)
TD
Toronto, ON
- Full-time
ORM is recruiting for a Senior Manager level position. Our department provides independent Operational Risk Management oversight of the Corporate Function groups across the bank (i.e. HR,…
Added 1 hour ago
D
Market Development Manager
Desjardins
Saint-Jean-sur-Richelieu, QC · Caisse Desjardins du Haut-Richelieu
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 1 hour ago
DI
AWS CloudOps Manager (1899) $150K
Direct IT Recruiting Inc.
Mississauga, ON
- Full-time
We are seeking an AWS CloudOps Manager to lead the availability, performance, security, and cost efficiency of our cloud infrastructure. This role combines hands-on technical leadership…
Added 1 hour ago
PC
SR&ED and Incentives, Senior Manager
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Halifax, NS
- Full-time
…business issues related to tax credits and incentives. As a Senior Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you…

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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