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Added 5 mins ago
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Associate Investment Advisor
RBC
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 5 mins ago
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Associate Wealth Advisor
RBC
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 5 mins ago
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Personal Banking Associate (Part time, 18.75h)- Henri-Bourassa, Montreal
TD
Montreal, QC
- Part-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 5 mins ago
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Personal Banking Associate
TD
Salmon Arm, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 5 mins ago
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Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 20 mins ago
C
Client Associate (RR licensed) Wood Gundy
CIBC
Burlington, ON · WM BURLINGTON - HARVESTER
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. You will directly engage with high-net-worth clients to offer…
Added 20 mins ago
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Financial Associate (RR Licensed) CIBC Wood Gundy
CIBC
Hamilton, ON
- Full-time
As a Financial Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
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Client Associate (IR Licensed) CIBC Wood Gundy
CIBC
Vancouver, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
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Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Thornhill, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Surrey, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
C
Financial Associate Wood Gundy
CIBC
Vancouver, BC
- Full-time
…CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with investment advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 20 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
London, ON
- Full-time
As a Client Associate, you will work closely with an Investment Advisor at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Mississauga, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 20 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Toronto, ON
- Full-time
…portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC…
Added 20 mins ago
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Corporate Development Senior Associate
BMO
Toronto, ON · FCP
- Full-time
The Corporate Development Senior Associate supports enterprise strategic initiatives, including mergers, acquisitions, divestitures, strategic investments, partnerships, and new business…
Added 20 mins ago
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Personal Banker 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 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 3 hours ago
R
Analyst / Associate - Credit Transaction Management (CTM), Global Credit, Global Corporate Banking
RBC
Toronto, ON
- Full-time
As an Analyst/Associate in our Real Estate Credit Transaction Management team, you will work closely with our Real Estate Corporate Banking teams in Toronto and New York to support the…
Added 3 hours ago
T
PBA Trainee- Mandarin/ Cantonese/ Korean , Language Skills as an Asset
TD
AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Maple Ridge, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 3 hours ago
RB
Associate Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 3 hours ago
RB
Associate Director - Lead Production Services Support, Fixed Income
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Capital Markets is a leading global investment banking company dedicated to providing services in banking, finance, and capital markets to corporations, institutional investors, asset…
Added 3 hours ago
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Senior Associate, Investor Operations
Hays
Toronto, ON
- $80,000 to $85,000 CAD / year
- Full-time
You will ideally have 2–5 years of relevant experience within fund administration, investor services, investment management, wealth management, banking operations or a similar financial…
Added 4 hours ago
Customer Experience Associate - South Albert, Regina, SK (15 hours per week)
Scotiabank
Regina, SK
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

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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