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Added 3 mins ago
B
Intermediate Associate, Finance & Operations
BDO
Charlottetown, PE
- Full-time
Our Charlottetown office is looking for an Intermediate Associate to join the Finance & Operations team. This is a replacement role where the successful candidate will own the following…
Added 3 mins ago
Client Service Assistant
The Canada Life Assurance Company
Toronto, ON
Reporting to the Associate Manager, you will work closely with Group Retirement Services Customer Service Specialists, assisting with daily caseload administration, processing transactions,…
Added 9 hours ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Calgary, AB
- Full-time
Join a leading professional services firm in one of the world's most liveable countries
Added 12 hours ago
RB
Equipment Finance Associate
Royal Bank of Canada
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 14 hours ago
IC
Actuarial Associate, Financial Planning and Analysis
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of…
Added 16 hours ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…scaling, reliability, security and lifecycle management of shared AI engineering platforms, products, tools and reusable capabilities, ensuring they operate as durable enterprise services…
Added 17 hours ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…scaling, reliability, security and lifecycle management of shared AI engineering platforms, products, tools and reusable capabilities, ensuring they operate as durable enterprise services…
Added 20 hours ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 21 hours ago
R
Equipment Finance Associate
RBC
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 23 hours ago
CG
Customer Service Full time
Compass Group Canada
Fort McMurray, AB
- Full-time
…Further details regarding our total rewards offerings will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role.…
Added 23 hours ago
RB
Associate Operations Representative - Currency Processing
Royal Bank of Canada
Calgary, AB
- Part-time
Responds to client inquiries regarding bank products and services via phone or emaill; obtains and analyzes the validity of a customer's requests/complaints.
Added 23 hours ago
CG
Administrative Assistant
Compass Group Canada
Mississauga, ON
- Full-time
…Further details regarding our total rewards program will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role.…
Added 23 hours ago
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Montréal [Hybrid] - PL/SQL Developer
QUANTEAM - North America (RAINBOW PARTNERS Group)
Montreal, QC
- Full-time
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork,…
Added 1 day ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
Added 1 day ago
RW
Associate
RBC Wealth Management
Winnipeg, MB
- Full-time
We are looking for a resourceful, efficient and collaborative individual to join our team as an Associate.
Added 1 day ago
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Personal Banking Associate
BMO
Victoria, BC
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 1 day ago
GW
IP Assistant -Level II
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Added 1 day ago
R
Associate Operations Representative - Currency Processing
RBC
Calgary, AB
- Part-time
Responds to client inquiries regarding bank products and services via phone or emaill; obtains and analyzes the validity of a customer's requests/complaints.
Added 1 day ago
UO
Admissions Coordinator
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
Added 1 day ago
GW
IP Assistant -Level II
Gowling WLG
Ottawa, ON
- $50,000 to $60,000 CAD / year
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Added 1 day ago
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Personal Banking Associate (Cantonese & Mandarin)
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 1 day ago
CI
Senior Analyst, Procurement
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Toronto, ON
- Full-time
Working closely with the Manager and Associate, Procurement, you will enhance visibility into enterprise vendor relationships, support vendor performance management and translate complex…
Added 1 day ago
RD
Associate
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BC · West Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in West Vancouver, is looking for an Associate to provide administrative support to a successful Advisory Team.
Added 1 day ago
TP
Accounting Associate
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- Full-time
The Accounting Associate plays an important operational role within the Finance Department, supporting accurate, timely, and well‑organized financial administration for 'Na̱mǥis First…
Added 1 day ago
RB
Associate
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The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will…

BMO

Personal Banking Associate (Cantonese & Mandarin)

Toronto, ON, 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 12, 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: Oct 27, 2026

Original job description

Application Deadline:

11/11/2026

Address:

291 Spadina Avenue

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 needs and providing financial advice while collaborating with branch partners to achieve business objectives. They also manage operational tasks, support digital banking adoption, and ensure compliance with risk management frameworks.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and be comfortable using digital tools and social media. Strong interpersonal skills and a commitment to consultative sales are essential, with a requirement to obtain investment product registration within 12 months.

Skills

Customer service
Financial advice
Sales
Relationship management
Investment products
Credit card services
Operational support
Risk management
Compliance
Interpersonal skills
Problem solving
Communication
Cantonese
Mandarin
Digital banking

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
Investment Products
Credit Cards
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Consultative Sales
Inventory Management
Relationship Management
Cantonese
Mandarin
BMO Financial Group

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