Client-Centered Banking Advisor: Lending & Everyday Solutions

BMO; Mississauga; On-site; CAD 39,000 - 71,000; Full time

Job summary

BMO Financial Group is seeking a customer-focused professional in Mississauga who will identify customer needs and provide tailored financial guidance. The role emphasizes proactive engagement with existing customers and prospects, delivering both sales and service excellence across banking, investments, and lending products.

The position requires 2–3 years of relevant experience, appropriate registrations, and a collaborative, results-driven mindset.

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable.
• Canada only: Registration to sell investment products completed.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.

Responsibilities

• Delivers needs-based assessments and guidance on financial solutions.
• Engages customers to grow loyalty and identify opportunities.
• Advocates digital/self-serve options and efficient banking experiences.
• Collaborates with branch and partners to achieve business objectives.
• Ensures compliance with legal, regulatory, and risk policies.

Skills

Customer needs solutions

Sales experience

Communication skills

Education

Post-secondary degree in related field

Investment product registration

Tools

Online tools & apps

Job description

BMO Financial Group is seeking a customer-focused professional in Mississauga who will identify customer needs and provide tailored financial guidance. The role emphasizes proactive engagement with existing customers and prospects, delivering both sales and service excellence across banking, investments, and lending products.

The position requires 2–3 years of relevant experience, appropriate registrations, and a collaborative, results-driven mindset.