Personal Banker: Client-Focused Financial Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement plans

Job summary

BMO Financial Group in Calgary is seeking a customer-focused Banking Advisor who delivers tailored financial solutions and exceptional service to clients across channels. You will identify needs, offer lending, everyday banking and investment options, and guide customers through digital self-serve tools.

With 2–3 years of experience, you will collaborate with branch teams, build relationships in the community, and ensure compliant, accurate lending recommendations while supporting broader

Qualifications

• Typically 2–3 years of relevant experience in financial services or banking.
• Knowledge of personal banking, lending and investments is an asset.
• Strong verbal and written communication and interpersonal skills.

Responsibilities

• Delivers needs-based assessments to grow loyalty and identify opportunities.
• Guides clients on financial solutions across banking channels, including lending and investments.
• Provides advice on digital and self-serve options and supports transactions.
• Proactively engages customers, builds relationships, and drives business results.
• Ensures compliance with lending policies, risk management and regulatory requirements.

Job description

BMO Financial Group in Calgary is seeking a customer-focused Banking Advisor who delivers tailored financial solutions and exceptional service to clients across channels. You will identify needs, offer lending, everyday banking and investment options, and guide customers through digital self-serve tools.

With 2–3 years of experience, you will collaborate with branch teams, build relationships in the community, and ensure compliant, accurate lending recommendations while supporting broader