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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 9 mins ago
SD
Merchandiser, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
SD
Post Office Manager, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Responsible for organizing and delivering full service retail postal services (courier items, postal boxes, money transfers, call-in parcels) to Shoppers Drug Mart customers, maximizing…
Added 9 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
SD
Post Office Manager, Hourly Full Time Day
Shoppers Drug Mart
Toronto, ON
- Full-time
Responsible for organizing and delivering full service retail postal services (courier items, postal boxes, money transfers, call-in parcels) to Shoppers Drug Mart customers, maximizing…
Added 9 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Waterloo, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
SD
Merchandiser, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Regina, SK
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
SD
Merchandiser, Hourly Full Time Evening
Shoppers Drug Mart
Ottawa, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Waterloo, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
LC
Apparel Department Manager Part Time Day
Loblaw Companies Limited
Regina, SK
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 9 mins ago
Plumber
Right Time Group of Companies
Nanaimo, BC
We want our Plumbers to become masters of their trade and always give customers the red carpet treatment advising them on potential services or treatments that work for them.
Added 9 mins ago
Technical Account Manager Prin
Dayforce
Canada
…rapidly growing SaaS product, the Principal Technical Account Manager (TAM) delivers premium, high-touch account management services to a portfolio of high-value, complex accounts. In this…
Added 9 mins ago
End User Support Analyst
Agriculture Financial Services Corporation
Lacombe, AB
Reporting to Manager, Team Member Experience and Service Management, the End User Support Analyst’s responsibility will include, but not limited to, effectively performing day-to-day…
Added 9 mins ago
General Manager
Northland Properties
Castlegar, BC
The General Manager under the direction of the Regional Director will primarily be responsible for the overall operations of the Hotel. They develop the budget for each department, approve…
Added 9 mins ago
T
Branch Manager II - Gander
TD
Gander, NL
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 9 mins ago
T
Short Term Assignment - Branch Manager I
TD
Meaford, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 9 mins ago
AG
Senior Campaign Manager, Social
Adelphi Group
Toronto, ON
- Full-time
The role of the Senior Campaign Manager is responsible for the overall account performance and execution, as well as mentoring and training junior employees. Their goal is to provide best…
Added 9 mins ago
W
(CAN) Self Checkout Attendant - Part Time
Walmart
Port Elgin, ON
- Part-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 9 mins ago
SL
Senior Associate, Global Investment Portfolio Reporting & Analysis - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
…Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that…
Added 9 mins ago
SM
Senior Associate, Global Investment Portfolio Reporting & Analysis - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
…Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that…
Added 9 mins ago
KC
Medical Secretary, Weller Clinic
Kingston Community Health Centres
Kingston, ON
- Contract
…care team by directing clients and participants to appropriate services and by maintaining all systems that support health care…
Added 9 mins ago
K
Senior Manager, ERP Advisory & Business Transformation
KPMG
ON · Toronto, Ontario
- Full-time
We are seeking an experienced Senior Manager to join our ERP Advisory practice, specializing in helping private enterprise organizations modernize their finance and back-office operations…
Added 9 mins ago
NS
Senior Business Analyst
Nova Scotia Power
Halifax, NS
- Full-time
We are looking for a Senior Business Analyst to join our team. Reporting to the Manager, Tech PMO Strategy, you will be accountable for leading the overall business analysis approach and…
Added 9 mins ago
SG
National Account Performance & Compliance Manager
Schindler Group
Toronto, ON
- Full-time
The National Accounts Operations & Performance Manager is responsible for supporting the execution, performance, and ongoing success of National and Key Account programs. This role works…
Added 9 mins ago
WP
Senior Project Manager
WINMAR® Property Restoration Specialists - Corporate
SK · Saskatchewan, Canada
- Full-time
The Senior Project Manager is the full financial owner of every assigned file, responsible for driving profitability from first notice of loss through final closeout. This role controls…
Added 9 mins ago
ON
Business Planning Specialist
Ontario Northland
North Bay, ON
- Contract
…of Ontario that provides efficient and vital transportation services. We are a modern, forward-thinking organization focused on providing safe and reliable transportation services. ONTC has…

BMO

Personal Banking Associate

Richmond, BC, 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 27, 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:

11/26/2026

Address:

3331 No. 3 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 also collaborate with branch partners to drive business results, manage operational tasks, and ensure compliance with regulatory and risk management policies.

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 obtaining necessary investment product certifications within 12 months are required.

Skills

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

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
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Consultative Sales
Branch Operations
Inventory Management
Credit Card Services
Financial Services
Regulatory Environment
Relationship Building

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