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Client Engagement Associate [Hourly]
CIBC
Bridgenorth, 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…
Added 10 mins ago
GT
Manager, IT Vendor Performance & IT Audit
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Reporting to the Associate Director, IT Vendor Management, the Manager, Vendor Performance & IT Audit leads a team responsible for strengthening the performance, governance and oversight of…
Added 10 mins ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
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Personal Banking Associate
BMO
Burnaby, BC
- Full-time
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Personal Banking Associate
BMO
Toronto, ON · BMTT
- Full-time
Added 25 mins ago
(2027 Graduates) Senior Associate - Management Advisory (Energy Practice) - Canada
Charles River Associates
Toronto, ON
…academic backgrounds include economics, engineering, finance, accounting, operations research, data science, and power…
Added 25 mins ago
QU
Faculty Resource & Compensation Coordinator (J0926-0129)
Queen's University
Kingston, ON
- $62,142 to $75,772 CAD / year
- Full-time
Reporting to the Associate Director, Administration, Initiatives, and Operations (AIO), the Faculty Support Coordinator performs a broad range of complex administrative, operational, and…
Added 40 mins ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Halifax, NS
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 55 mins ago
CO
Senior Associate, Servicing Operations
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Senior Associate, Servicing Operations
Added 55 mins ago
Customer Service Specialist
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager in Wealth Operations, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients’ segregated…
Added 55 mins ago
Customer Service Specialist
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager, you will be accountable for:
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PIA Client Service Associate
TD
Kelowna, BC
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 55 mins ago
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Customer Experience Associate - Sherbrooke & Claremont
TD
Montreal, QC
- 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…
Added 55 mins ago
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Customer Experience Associate - Ile-Perrot
TD
Notre-Dame-de-l'Île-Perrot, QC
- 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…
Added 1 hour ago
MC
Financial Services Associate - Full Time - 6 Month Contract
Meridian Credit Union
Cambridge, ON
- $60,000 to $63,000 CAD / year
- Full-time
Added 1 hour ago
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Associate AI Scientist , Technology Leadership Advancement Program(TLAP)
CIBC
Toronto, ON
- Full-time
…intelligence, leveraging the latest technology and platforms. As an Associate AI Scientist, you will have an individual contributor (IC) role driving strategic direction through…
Added 1 hour ago
TD
Associate Principal, Business Development - Canadian Financial Services
TELUS Digital
Remote, Canada
- $200,000 to $240,000 CAD / year
- Full-time
- Remote
The Associate Principal, Business Development role is responsible for leading relationships with key strategic accounts and for cultivating relationships with key prospective accounts. This…
Added 1 hour ago
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Associate Director, Treasury and Payments
BMO
Halifax, NS · Nova_Ctr
- Full-time
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Added 1 hour ago
ZC
Finance Operations Associate
Zurich Canada
Toronto, ON
- Full-time
Zurich Canada is currently looking for an Finance Operations Associate to join our high-performing finance team responsible for supporting a variety of Finance Operations tasks.
Added 1 hour ago
IG
Operations Analyst
IMCS Group
ON · Ontario, Canada
- Contract
Works under the guidance of the Senior Associate, Revenue Operations, collaborating cross-functionally with Sales and Strategy & Operations teams to drive operational efficiency and support…
Added 1 hour ago
IR
Associate - Asset Management
Innergex Renewable Energy Inc
Longueuil, QC
- Full-time
Added 1 hour ago
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Conseiller(ère) en architecture Azure et FinOps
Wepoint
Montreal, QC · Quebec, QC
- Full-time
Added 1 hour ago
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Buyer
Plasman
Windsor, ON
- $70,000 to $80,000 CAD / year
- Full-time
Ensure a personal and associate awareness to all quality and business-related operating systems (ISO/IATF), and work in compliance with company policies and industry regulations in all…
Added 1 hour ago
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Associate, Investor Services - AEOI
SS&C Technologies
Mississauga, ON
- Full-time
Added 1 hour ago
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Associate
RBC
Pickering, ON
- Full-time
The RBC Dominion Securities branch located in Pickering is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

BMO

Personal Banking Associate

Toronto, ON, Canada
BMTT, 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 9, 2026

Original job description

Application Deadline:

11/29/2026

Address:

55 Bloor 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 - $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 associate delivers exceptional service by identifying customer financial needs and providing tailored advice on banking solutions. They also collaborate with branch partners to drive business results and support operational activities within the branch.

Requirements

Candidates should have 1-2 years of relevant experience or education and be comfortable using digital tools and social media. A commitment to consultative sales and the ability to work effectively in a team-based environment are essential.

Skills

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

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 Advice
Credit Card Needs
Risk Management Framework
Money Laundering Reporting
Regulatory Compliance
Consultative Sales
Business Banking
Inventory Management
Digital Banking
Self-serve Options
Market Needs
Financial Services Marketplace

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