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Added 6 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 4 days ago
Store Associate
Sherwin-Williams
Halifax, NS
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 6 days ago
Personal Banking Associate
BMO
Montreal, QC
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 5 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…
Added 1 day ago
Admin Support Coordinator
CBRE
Windsor, ON
Full-time
Associate's degree (A.A.) or equivalent from 2-year college required; Bachelor's degree, preferred
Added 1 day ago
Admin Support Coordinator
CBRE
Kitchener, ON
Full-time
Associate's degree (A.A.) or equivalent from 2-year college required; Bachelor's degree, preferred
Added 2 days ago
Personal Banking Associate
BMO
Châteauguay, QC
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 2 days ago
Personal Banking Associate -Mandarin Speaking
BMO
Mississauga, 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
Store Associate
Sherwin-Williams
Kitchener, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 2 days ago
Personal Banking Associate
BMO
Brossard, QC
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 2 days ago
Client Services Associate - September 2026
Cidel
Toronto, ON
Contract · Temporary
We are seeking a highly motivated and detail‑oriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service…
Added 1 day ago
Store Associate
Sherwin-Williams
Orangeville, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 1 day ago
Client Services Associate - September 2026
Cidel
Toronto, ON
Contract
We are seeking a highly motivated and detail‑oriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service…
Added 2 days ago
Mortgage Specialist Associate
BMO
Halifax, NS · Nova_Ctr
Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 3 days ago
Personal Banking Associate
BMO
Sault Ste. Marie, 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 3 days ago
Personal Banking Associate
BMO
Mississauga, 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 2 days ago
Store Associate
Sherwin-Williams
Burnaby, BC
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 2 days ago
Store Associate
Sherwin-Williams
Ottawa, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 3 days ago
Personal Banking Associate-Mandarin Speaking
BMO
Richmond Hill, 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 3 days ago
Personal Banking Associate
BMO
Pickering, 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 3 days ago
Personal Banking Associate -Mandarin speaking
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 3 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 3 days ago
Mortgage Specialist Associate
BMO
Laval, QC
Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 3 days ago
Mortgage Specialist Associate
BMO
Montreal, QC
Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 3 days ago
Associate Field Service Specialist - Medical Device/Diagnostics - Northern British Columbia/Prince George
Werfen
Prince George, BC
Full-time
The Associate Field Service Specialist builds and maintains relationships with customers to retain North American customer install base while performing thorough installations, repairs,…

BMO

Personal Banking Associate -Mandarin speaking

Toronto, ON, Canada

Pay: $35,500.00 - $65,000.00
Job type: Full-time
Apply by: Oct 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: Sep 17, 2026

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Original job description

Application Deadline:

10/29/2026

Address:

1225 McCowan 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 associate delivers exceptional service by identifying customer needs, providing financial advice, and guiding clients through digital and self-serve banking options. They also collaborate with branch partners to identify referral opportunities and ensure operational tasks are completed accurately and in compliance with bank policies.

Requirements

Candidates should have 1-2 years of relevant experience and strong interpersonal skills with a focus on consultative sales. Proficiency in Mandarin is required, and candidates must be comfortable using various digital tools and social media platforms.

Skills

Retail banking
Customer service
Sales
Financial advice
Investment advice
Mandarin speaking
Communication skills
Problem solving
Interpersonal skills
Risk management
Compliance
Digital banking
Credit card services
Team collaboration
Analytical 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
Customer Experience
Financial Solutions
Investment Products
Lobby Leader
Risk Management Framework
Compliance
Money Laundering Reporting
Business Banking
Consultative Sales
Digital Banking
Inventory Management
Regulatory Environment
Mandarin
BMO Financial Group

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