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Added 1 day ago
RB
Associate Director, Loan Syndications, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
Corporate Client Group – Loan Syndications plays a key role in the realization of Corporate Client Group (CCG) objectives through the marketing, structuring, delivery and management of…
Added 1 day ago
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Associate Director, Loan Syndications, Corporate Client Group
RBC
Toronto, ON
- Full-time
Corporate Client Group – Loan Syndications plays a key role in the realization of Corporate Client Group (CCG) objectives through the marketing, structuring, delivery and management of…
Added 1 day ago
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Client Delivery Associate
BMO
Winnipeg, MB
- Full-time
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that…
Added 2 days ago
TS
Associate - Client Advisory Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
Client-centric approach; valuable experience in corporate/commercial client-facing roles within banking sales or the financial services industry.
Added 2 days ago
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Corporate Communications Associate II
TD
Toronto, ON
- Full-time
Are you energized by creating moments that help colleagues feel informed, connected and proud to be part of Canadian Commercial Banking? Reporting to the Group Manager, Communications, the…
Added 2 days ago
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Associate - Client Advisory Global Transaction Banking
TD
Toronto, ON
- Full-time
Client-centric approach; valuable experience in corporate/commercial client-facing roles within banking sales or the financial services industry.
Added 2 days ago
SW
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotia Wealth Management
White Rock, BC
- Full-time
Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
Added 3 days ago
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Associate Director- ECM Business Management
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
The Equity Capital Markets (ECM) Business Manager supports the ECM business within Corporate and Investment Banking (CIB). The ECM Business Manager is a part of the CIB Business Management…
Added 3 days ago
Associate Director- ECM Business Management
Scotiabank
Toronto, ON
The Equity Capital Markets (ECM) Business Manager supports the ECM business within Corporate and Investment Banking (CIB). The ECM Business Manager is a part of the CIB Business Management…
Added 3 days ago
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Relationship Manager, Business Markets
RBC
Rimouski, QC
- Full-time
Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs
Added 3 days ago
Associate, Real Estate Banking - Ottawa
Scotiabank
Ottawa, ON
Contributes to the overall success of the Commercial Real Estate Banking team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s…
Added 4 days ago
FEP Wealth Management - Tax Officer (Vancouver)
Scotiabank
Vancouver, BC
…range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 days ago
TS
Associate - Deposit & Liquidity Product Management - Transaction Banking Product, TD Securities
TD Securities
Toronto, ON
- Full-time
The Associate, Liquidity Product Management, is a critical role responsible for defining and executing the strategic roadmap for the Product Management’s liquidity product suite, including…
Added 5 days ago
PC
Operations Consulting - Senior Associate
PwC Canada
Toronto, ON
- Full-time
Support and lead delivery of client projects from project scoping to conclusion, while exceeding client expectations
Added 5 days ago
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Sales Associate TPS
BMO
Montreal, QC · DEMA
- Full-time
…processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and…
Added 5 days ago
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Operations Consulting - Senior Associate
PwC
Toronto, ON
- Full-time
Support and lead delivery of client projects from project scoping to conclusion, while exceeding client expectations
Added 5 days ago
Associate Team Lead - Toronto East Central District, ON
Scotiabank
Toronto, ON
Working knowledge of products and services provided by the Bank’s specialized sales forces and other delivery channels, such as Wealth Management, Retail Advisors, and Commercial Banking.
Added 5 days ago
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Associate - Deposit & Liquidity Product Management - Transaction Banking Product, TD Securities
TD
Toronto, ON
- Full-time
The Associate, Liquidity Product Management, is a critical role responsible for defining and executing the strategic roadmap for the Product Management’s liquidity product suite, including…
Added 6 days ago
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Associate Investment Advisor
TD
Bridgewater, NS
- Full-time
…clients? Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor…
Added 7 days ago
C
Service Line Sales Specialist - BFSI - Associate Director - 69896441
Cognizant
Toronto, ON
- Full-time
Knowledge of Consumer Banking, Commercial Banking, Asset and Wealth Management and Insurance technology ecosystems.
Added 8 days ago
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Associate Director, National Accounts
BMO
Calgary, AB · CALG
- Full-time
As an Associate Director, National Accounts, you will be working with automotive dealership groups, daily car rental/leasing companies and truck dealerships (EBITDA of $25 million or higher…
Added 8 days ago
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Private Banking Associate
BMO
Calgary, AB · CALG
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 8 days ago
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Service Line Sales Director - Cloud & Infrastructure
Cognizant
Toronto, ON
- Full-time
…optimizing sales and marketing strategies, and strengthening service delivery across hybrid environments. You will be a valued member of the CIS (Cloud, Infrastructure & Security) Service…
Added 8 days ago
Associate, L2 Alerts Escalations, GBM Onboarding (GWO)
Scotiabank
Toronto, ON
…Information (RFI), Tax Documentation activities, and other client lifecycle management processes to ensure effective team coverage and service…
Added 9 days ago
Senior Consultant
Lightworks
Toronto, ON
You will work inside client programs alongside teammates, Principal Consultants, senior client engineers, and Program Directors. You are expected to be able to operate independently,…

BMO

Private Banking Associate

Calgary, AB, Canada
CALG, Canada

$45,000.00 - $100,000.00 · Full-time

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Job details

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Nov 2, 2026
Experience: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 16, 2026

Original job description

Application Deadline:

11/01/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Identifies opportunities for expanding the client relationship.
Assists in preparing new business proposals or presentations to clients/prospects.
Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
Acts as the key service contact for clients.
Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
Liaises with external advisors of clients on behalf of the banker / relationship manager.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Determines client needs and ensures timely and accurate completion of transaction processing.
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
Understands the unique needs related to commercial entities and UHNW clients within the private banking space.
Provides advice and guidance by applying in-depth knowledge and understanding of the integrated private banking services and offerings.
Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Analyzes data and information to provide insights and recommendations.
Takes ownership of overdraft and other monitoring reports; actions as appropriate and refers all unresolved deficiencies.
Collects fees applicable to credit terms and conditions approved, as well as for activities performed.
Implements and monitors procedural and policy changes as required.
Strives to exceed client service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
Participates in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
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 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Working knowledge of personal and commercial banking products and services, monitoring operational processes.
Working knowledge of the Lending Process and supporting policies.
Working knowledge of loan and security documentation, including registration and renewal routine.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

$45,000.00 - $100,000.00

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 Private Banking Associate supports the delivery of exceptional service to private banking clients by managing inquiries, resolving issues, and identifying relationship expansion opportunities. They also assist with credit and non-credit activities while ensuring compliance with banking regulations and internal risk frameworks.

Requirements

Candidates typically require 3-5 years of relevant experience and a post-secondary degree in a related field. Proficiency in personal and commercial banking products, lending processes, and regulatory compliance is essential.

Skills

Private banking
Customer service
Relationship management
Credit analysis
Financial advisory
Operational compliance
Transaction processing
Risk management
Problem solving
Communication skills
Collaboration
Lending processes
Data analysis
Business development
Stakeholder management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Wealth Management
Customer Experience
Credit Documentation
Risk Management Framework
Compliance
Relationship Selling
Commercial Banking
UHNW Clients
Financial Regulations
Operational Effectiveness
Business Proposals
Transaction Processing
Fraud Prevention
Audit
Data Analysis
Stakeholder Engagement
Banking Policies
Lending
Account Management

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