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Added 14 mins ago
Business Process Transformation & Analytics, Senior Manager
MUFG
Toronto, ON
Full-time
We are seeking a senior technology and transformation manager to drive business process transformation, analytics, and end-user computing (EUC/EUCC) modernization across a complex banking…
Added 14 mins ago
Manager, Financial Planning and Analysis
Sanya’k̓ula
Vancouver, BC
Full-time
Reporting to the Director, Business Planning Corporate, the Manager, Financial Planning & Analysis plays a critical role in all aspects of financial planning, operational reporting, ad hoc…
Added 14 mins ago
Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
Part-time
Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
Added 14 mins ago
Manager, Assurance and Accounting
ACCA Careers
Summerside, PE
Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 16 mins ago
Assistant Vice President Shelf Management Solutions & Accounts
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Added 16 mins ago
National Program Development Manager, Equipment Finance
Meridian OneCap Credit Corp.
Toronto, ON · Etobicoke, ON
$79,100 to $90,000 CAD / year
Full-time
The National Program Development Manager is responsible for sourcing, structuring, launching, and growing national finance programs with equipment manufacturers, distributors, and dealer…
Added 16 mins ago
Financial Services Associate - Full Time - 12 Month Contract
Meridian Credit Union
Waterloo, ON
$60,000 to $64,000 CAD / year
Full-time
Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.
Added 16 mins ago
Talent & Culture Business Partner
Haventree Bank
Toronto, ON
Full-time
Reporting to the Senior Manager, Talent and Culture, the Talent and Culture Business Partner serve as a trusted partner to the business, leaders and employees providing hands-on support…
Added 16 mins ago
Business Development Representative - Edmonton
Labatt Breweries of Canada
AB · Edmonton, Alberta
Full-time
Variable Compensation opportunities are contingent on quarterly individual performance and business results, pursuant to the Field Sales Variable Compensation Bonus Plan; listed amount are…
Added 16 mins ago
Transaction Services, Financial Due Diligence – Manager
Pwc UK
London, ON
Full-time
As a Manager in Financial Due Diligence, you will play a hands-on role in delivering high-quality financial and commercial analysis. You’ll work closely with teams to investigate business…
Added 16 mins ago
EP+ Project Controls Manager
Veolia Environnement SA
Oakville, ON
Full-time
Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world’s most complex challenges related to…
Added 16 mins ago
OPERATIONS MANAGER - Remote Camp Setting Northwestern Ontario
Dexterra
Thunder Bay, ON
Full-time
…relationships, and drive continuous improvement across all areas of the business. This is an opportunity to make a meaningful impact while championing safety, operational performance,…
Added 29 mins ago
Financial Analyst
Netrolynx AI
Canada
Full-time
Reporting to the Senior Manager, FP&A, McKesson Specialty Health, the Senior Financial Analyst plays a vital role in supporting the financial planning, reporting, forecasting, and business…
Added 29 mins ago
Pre-Planning Director
Arbor Memorial Inc.
Trois-Rivières, QC
Full-time
…package. We are invested in a culture of learning throughout our business and dedicated to providing health and wellness resources for all employees and their families. We also provide a…
Added 29 mins ago
Manager, Peer-to-Peer Fundraising & Events
Lions Foundation Of Canada Dog Guides
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Full-time
Develop and manage annual operational plans, revenue forecasts, and expense budgets, monitoring performance against fundraising and financial objectives.
Added 30 mins ago
Integrated Planning Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON · Stellarton, NS
Manager, Integrated Planning & Strategic Initiatives
Added 30 mins ago
General Manager
Eclipse Automation
Cambridge, ON
The General Manager is responsible for building organizational capability, managing and mentoring leadership, supporting sustainable and profitable growth, and fostering a culture of…
Added 30 mins ago
Yardi systems & Business Solutions Specialist
Olymbec Inc
Montreal, QC
Full-time
…running smoothly, but also continuously evolving to support business needs across the…
Added 30 mins ago
Estates Specialist, Operations
Olympia Financial Group Inc
Calgary, AB
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Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
Added 30 mins ago
Technical Business Analyst, Strategy & Operations
Scotiabank
Toronto, ON
The Technical Business Analyst, Strategy and Operations, plays a vital role and partners closely with the Senior Managers to collectively ensure vendor contracts are progressed, approved,…
Added 30 mins ago
Manager, Business Enablement
Scotiabank
Toronto, ON
Supports the Senior Manager, Business Enablement and Private Banking COO team in advancing the overall value proposition across the business, by contributing to the alignment, coordination,…
Added 30 mins ago
Senior Manager, Loyalty Engagement (Toronto, ON)
Scotiabank
Toronto, ON
Prepare and present recommendations, business cases and performance reviews to senior executives and partner forums.
Added 30 mins ago
Agency Coordinator
Xplore Inc
Markham, ON
Full-time
Xplore is seeking a highly motivated and detail-oriented Agency Coordinator at the Sr. Analyst or Manager level to join our Collections Team. This role is critical in managing relationships…
Added 44 mins ago
Manager or Senior Manager, Cross Border Individual Tax
ACCA Careers
Montreal, QC
Full-time
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our…
Added 45 mins ago
Quality & Compliance Specialist
NA Freight Forwarding Inc
Barrie, ON
$63,000 to $72,000 CAD / year
Full-time
…customer, and company requirements while protecting the company’s financial interests and supporting world class customer service. The position leads the company standards and drives…

BMO

Personal Banking Associate

Montreal, QC, Canada

Pay: $35,500.00 - $65,000.00
Job type: Full-time
Apply by: Oct 10, 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: Sep 23, 2026

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Original job description

Application Deadline:

10/09/2026

Address:

38, Place du Commerce

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

Provide personalized banking service and advice, identify customer needs and referral opportunities, and guide customers toward suitable banking products and digital channels. Support branch operations and business results while following risk, privacy, anti-money-laundering, and regulatory requirements.

Requirements

Typically requires 1–2 years of relevant experience or an equivalent combination of education and experience, with investment-product registration completed or in progress where applicable in Canada. Candidates should have consultative customer service or sales experience, confidence using digital tools, strong communication and problem-solving skills, and the ability to collaborate in a team-based environment.

Skills

Consultative Customer Service
Sales
Customer Relationship Building
Financial Advice
Personal Banking
Credit Card Needs Assessment
Investment Product Knowledge
Digital Banking Tools
Communication
Organization
Collaboration
Analytical Thinking
Problem Solving
Risk Management
Regulatory Compliance
Active Listening

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
Personal Banking
Customer Service
Consultative Sales
Financial Solutions
Investment Products
Credit Cards
Digital Banking
Self-Service Banking
Customer Referrals
Branch Operations
Customer Experience
Risk Management Framework
Risk Appetite
Regulatory Compliance
Anti-Money Laundering
Customer Privacy
Inventory Management
Social Media
Tablets
Smartphones
Online Tools
Financial Services
Ethical Requirements

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