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Added 6 hours ago
T
Associé/e, Services bancaires personnels (Temps plein)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…and helping them 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…
Added 9 hours ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 11 hours ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 11 hours ago
T
Canadian Commercial Banking Associate
TD
Toronto, ON
- Full-time
…standalone Account Manager. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management. Positions are…
Added 12 hours ago
EC
Financial Services Associate
East Coast Credit Union
Baddeck, NS
- Full-time
East Coast Credit Union is looking for a Financial Services Associate to join our team in Baddeck! Reporting to the Assistant Manager, the Financial Services Associate acts as a trusted…
Added 12 hours ago
T
Commercial Credit Analyst
TD
Calgary, AB
- Full-time
TDAF has a bold vision to become Canada’s #1 auto lender and joining the TDAF team means becoming part of a forward thinking, high performing team that is redefining the automotive banking…
Added 12 hours ago
T
Customer Experience Associate - Cantonese and/or Mandarin Language Skills an Asset
TD
Vancouver, BC
- Part-time
…a suitable vacancy opens up, we intend to assign you to the part-time Customer Experience Associate position at one of the applicable branch locations. The timing of this posting will be…
Added 14 hours ago
Estate and Trust Associate, Scotiatrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
As a Estate & Trust associate, you will provide Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while…
Added 14 hours ago
B
Personal Banking Associate
BMO
Sydney, NS
- Full-time
Mutual Funds License required (CSC, IFIC)
Added 15 hours ago
T
Customer Experience Associate - Laird & Canora (Part-time, 18.75h/week)
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 15 hours ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. John's, NL
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 17 hours ago
C
Associate Financial Advisor
CIBC
Kamloops, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 day ago
SF
Digital Expansion Associate - Simplii Financial
Simplii Financial
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 day ago
RS
Customer Service Associate II
Ryder System, Inc.
Woodstock, ON
- Full-time
College degree/Technical Certification required in logistics, supply chain or transportation or equivalent experience · As part of our commitment to compliance with employment and immigration laws, all applicants must have valid legal authorization to work in Canada
Added 1 day ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 day ago
Estate and Trust Associate, ScotiaTrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
…that end, mostly dedicated to particular ETCs but working as part of a team that may require your support across several different ETCs / regions at different points in…
Added 1 day ago
Pinnacle - Advisor Support Associate
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 1 day ago
GF
GYMVMT Front Desk Associate - Calgary North Hill
GoodLife Fitness
Calgary, AB
- Full-time
As part of our team, you’ll have the opportunity to make a real difference in people’s lives every day. At the same time, you’ll be part of a passionate group of fitness leaders who know…
Added 1 day ago
C
Digital Expansion Associate - Simplii Financial
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 day ago
B
Personal Banking Associate
BMO
Richmond, BC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
P
January 2027 - US Corporate Tax (US CPA) - Full-time - Vancouver
PwC
Vancouver, BC
- Full-time
At PwC, our people in tax focus on helping clients navigate the complexities of operating across borders · You'll help businesses optimize their tax positions and navigate complex cross-border issues from strategy to execution
Added 1 day ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
B
Personal Banking Associate
BMO
Burnaby, BC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
B
Personal Banking Associate
BMO
Toronto, ON · BMTT
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
RS
Customer Service Associate II
Ryder Supply Chain Solutions
Woodstock, ON · CAN - Woodstock ON Oxford Rd
- Full-time
College degree/Technical Certification required in logistics, supply chain or transportation or equivalent experience · As part of our commitment to compliance with employment and immigration laws, all applicants must have valid legal authorization to work in Canada

BMO

Personal Banking Associate

Toronto, ON, Canada

$35,500.00 - $65,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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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:

605 Rogers 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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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 collaborate with branch partners to support operational activities and achieve business objectives while ensuring compliance with risk and regulatory policies.

Requirements

Candidates should have 1-2 years of relevant experience or education and possess 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
Financial advice
Sales
Relationship management
Needs-based selling
Operational support
Risk management
Compliance
Interpersonal skills
Problem solving
Communication
Organization
Collaboration
Digital literacy
Investment product knowledge

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Financial Services
Customer Experience
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Consultative Sales
Branch Operations
Inventory Management
Credit Card Needs
Relationship Growth
Regulatory Environment
Financial Solutions
Team Collaboration
Problem Solving
Communication Skills
Organization Skills

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Work requirements

Jobs in Canada