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Added 4 mins ago
BR
General Manager
BGO Real Estate
AB · Calgary, AB
- Full-time
The General Manager will guide the property’s financial performance by monitoring budgets, expenses, revenue, financial reports, tenant billing, and receivables while working with owners…
Added 4 mins ago
RM
Payroll Specialist
Regional Municipality of Peel
Canada
- Other
…you will work closely with colleagues across Human Resources, Finance, and operational divisions to deliver accurate payroll services, provide trusted expertise, and continuously improve…
Added 20 mins ago
A
Senior Manager, Investment Fund Operations
Aviso
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
Reporting to the Senior Director, Fund Operations & Strategic Relationships, the Senior Manager will be responsible for supporting the day-to-day operational execution, governance, and…
Added 20 mins ago
A
Senior Manager, Investment Fund Operations
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
Reporting to the Senior Director, Fund Operations & Strategic Relationships, the Senior Manager will be responsible for supporting the day-to-day operational execution, governance, and…
Added 20 mins ago
MU
Gestionnaire de clinique/Clinic Manager
McGill University
Montreal, QC
- $66,190 to $99,210 CAD / year
- Full-time
We are seeking a dynamic and dedicated Clinical Operations Manager to oversee and optimize the operations of our undergraduate teaching clinic.
Added 20 mins ago
CO
Job ID #32296: Manager, IT Infrastructure
City of Hamilton
Hamilton, ON
- Full-time
Reporting to the CISO and Director, IT Infrastructure, the Manager, IT Infrastructure provides strategic and operational leadership for the City’s enterprise infrastructure and…
Added 35 mins ago
PC
Financial Advice Manager
Provincial Credit Union
PE · PEI, Prince Edward Island
- Full-time
The Financial Advice Manager strengthens the delivery of consistent, high-quality financial advice across Provincial Credit Union. This role leads the onboarding, training and ongoing…
Added 50 mins ago
AI
Account Manager-New Truck Sales
Altruck International Centres
Goderich, ON
- Full-time
Altruck International Truck Centres is seeking an experienced and motivated Account Manager to join our New Truck Sales team at our Goderich location (33910 Airport Road, Goderich, ON).…
Added 50 mins ago
HC
Manager, Financial Reporting & Operations
Honda Canada Inc.
Markham, ON
- Full-time
The Manager, Financial Reporting & Operations leads two core Finance functions: Financial Operations and Financial Reporting. The incumbent will be accountable for the accuracy, timeliness,…
Added 50 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 50 mins ago
B
Personal Banker Assosiate
BMO
Richmond Hill, ON
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 1 hour ago
J
Principal Platform Product Manager - Billing & Authentication
Jobgether
Canada
- $148,782 to $185,977 USD / year
- Full-time
…across systems. Working closely with Engineering, Security, Finance, and commercial teams, you will define the strategic roadmap and establish clear standards for successful delivery. As…
Added 1 hour ago
RU
Technology M&A Due Diligence Manager
RSM US LLP
Toronto, ON
- Full-time
RSM is seeking an Technology M&A Due Diligence Manager to join the Deal Services (DS) practice. This is an exciting opportunity to join an established, nationally award-winning practice…
Added 2 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 2 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 2 hours ago
VC
Manager of Financial Planning & Analysis
Victoria Cool Aid Society
Victoria, BC
- Full-time
The Financial Planning and Analysis Manager (Manager, FP&A) is responsible for leading organization-wide budgeting, forecasting, and financial reporting processes.
Added 2 hours ago
GO
Manager - Realty and Space Planning
Government of Yukon
Whitehorse, YT
- Full-time
We are currently seeking a talented person to join us in Property Management! As the Manager of Realty and Space Planning, you will manage the Yukon government’s realty and office space…
Added 2 hours ago
GO
Supervisor, Administrative Operations
Government of Yukon
Whitehorse, YT
- Full-time
…modernization of government standards and processes. We provide central strategic advice to advance government priorities through policy development, communications, intergovernmental…
Added 2 hours ago
GO
Banking Services Manager
Government of Yukon
Whitehorse, YT
- Full-time
As the responsible stewards of public funds, the Department of Finance partners to ensure value for money in the delivery of programs and services for Yukoners. The Department of Finance…
Added 2 hours ago
NB
Product Owner Regulatory Capital Transformation
National Bank of Canada
Montreal, QC
- Temporary
A career as a Product Owner within the Finance Evolution team at National Bank means acting as a change leader. You will report to the Senior Manager Business Intelligence Center - Finance.…
Added 2 hours ago
CO
STRATEGIC ENTERPRISE INTEGRATION & MODERNIZATION LEAD (DATA MANAGEMENT)
City of Toronto
Toronto, ON
- Full-time
The Strategic Enterprise Integration and Modernization (“SEIM”) Division within the City of Toronto, Office of the Chief Financial Officer and Treasurer provides business transformation and…
Added 2 hours ago
NB
Business Development Manager
National Bank of Canada
Montreal, QC
- Full-time
A career as a Business Development Manager in the Distribution team at National Bank Insurance means acting as a strategic partner to help our distribution channels grow and better support…
Added 2 hours ago
NB
Manager Custody Operations & Controls
National Bank of Canada
Toronto, ON
- Full-time
A career as a Manager, Custody Operations at National Bank Trust means playing a key role in the day-to-day execution and oversight of critical custody and investment operations. As a…
Added 2 hours ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
A career as an Account Manager within the Real Estate Development Unit (RDU) means playing a key role in business development, client relationship management, and influential leadership…
Added 5 hours ago
Senior Account Manager-Metro Vancouver (Guardteck)
Kandor
Burnaby, BC
Guardteck is seeking a Senior Account Manager to lead and develop our account management team in Burnaby, BC. This is a senior, client-facing operations role responsible for leading account…

BMO

Private Banking Officer

London, ON, Canada

$37,000.00 - $70,000.00 · Full-time

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Job details

Pay: $37,000.00 - $70,000.00
Job type: Full-time
Apply by: Nov 11, 2026
Experience: Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 28, 2026

Original job description

Application Deadline:

11/10/2026

Address:

255 Queens Avenue

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.

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.
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.
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.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Analyzes data and information to provide insights and recommendations.
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
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.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
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 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable 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 (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
Basic knowledge of the Lending Process and supporting policies.
Basic knowledge of loan and security documentation, including registration and renewal routine.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$37,000.00 - $70,000.00

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 Officer supports the delivery of exceptional customer service by identifying client needs and matching them with appropriate banking products. They also ensure operational effectiveness, compliance with banking regulations, and collaborate with internal teams to achieve business objectives.

Requirements

Candidates typically require 2-3 years of relevant experience and a post-secondary degree in a related field. Applicants must also possess a working knowledge of credit products and meet all necessary licensing and certification requirements for the jurisdiction.

Skills

Customer service
Relationship selling
Credit analysis
Financial product knowledge
Operational effectiveness
Compliance
Risk management
Data analysis
Problem solving
Communication skills
Collaboration
Transaction processing
Lending process
Account management
Due diligence

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

Private Banking
Wealth Management
Credit Products
Risk Management Framework
Compliance
Relationship Selling
Financial Services
Operational Efficiency
Audit
Due Diligence
Lending
Customer Experience
Data Analysis
Banking Regulations
Business Proposals
Transaction Processing
Stakeholder Management
Fraud Prevention
Account Management
Financial Planning

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