Personal Banking Advisor

Serve BMO customers at 291 Spadina Avenue through personal banking advice, needs-based conversations, and exceptional branch service. Help customers navigate everyday banking and credit card needs.

As a Personal Banking Associate, you will identify customer needs and recommend financial solutions in customers’ best interests. You will collaborate with BMO partners, guide customers toward digital channels, and support branch business results. The position includes transaction execution, referrals, and operational activities.

• Deliver exceptional service to BMO customers and prospects
• Review profiles and identify banking and credit card opportunities
• Recommend personal banking, investment, and digital solutions
• Collaborate with partners to create referral opportunities
• Support transactions, applications, inventory, and branch activities

• Typically one to two years of relevant experience
• Consultative customer service or sales experience
• Investment product registration completed or in progress
• Strong interpersonal, listening, and problem-solving skills
• Good communication, organization, and collaboration skills

Apply personal banking knowledge, customer guidance, and consultative sales skills as a BMO Personal Banking Associate.