Personal Banking Advisor

Bank of Montreal; Mississauga; On-site; CAD 36,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal in Mississauga is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, understand needs, and guide clients to suitable financial solutions. You will work with branch partners to expand relationships and promote digital banking options, while handling routine transactions and supporting branch operations.

Ideal candidates bring 1–2 years in customer service or sales, strong communication, and a collaborative mindset to thrive in a

Qualifications

• 1–2 years of relevant customer service or sales experience.
• Canada registration to sell investment products completed or in progress within 12 months.
• Confident with social media, tablets, smartphones, online tools and apps.
• Strong verbal and written communication skills; good organization and teamwork.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Collaborates with branch partners to grow customer relationships.
• Guides customers to digital and self-serve options for convenience.
• Meets transaction-based needs with seamless execution.
• Contributes to branch business results and customer experience.
• Supports inventory, applications, and branch operations as needed.

Skills

Customer service

Sales

Communication

Team collaboration

Problem solving

Job description

Bank of Montreal in Mississauga is seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, understand needs, and guide clients to suitable financial solutions. You will work with branch partners to expand relationships and promote digital banking options, while handling routine transactions and supporting branch operations.

Ideal candidates bring 1–2 years in customer service or sales, strong communication, and a collaborative mindset to thrive in a