Personal Banking Advisor — Branch & Digital Solutions

BMO Financial Group; Ajax; On-site; CAD 36,000 - 55,000; Full time

Job summary

A leading financial institution in Ajax, Ontario is looking for a Retail Banking Associate to deliver exceptional service to customers. The role includes guiding clients through banking options, identifying customer needs, and supporting sales efforts while ensuring compliance with regulations. Successful candidates will have a strong focus on customer service, good communication skills, and relevant experience in sales or consulting environments. Competitive salary and comprehensive benefits offered.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• 1-2 years of relevant experience or equivalent education.
• Proficient in social media and online tools.
• Experience in customer service or sales roles.

Responsibilities

• Welcome and guide customers in the branch.
• Identify opportunities to deepen customer relationships.
• Support operational activities and ensure compliance.

Skills

Customer service orientation

Communication skills

Problem-solving skills

Sales ability

Interpersonal skills

Education

Certification in related field of study

Registration to sell investment products

Job description

A leading financial institution in Ajax, Ontario is looking for a Retail Banking Associate to deliver exceptional service to customers. The role includes guiding clients through banking options, identifying customer needs, and supporting sales efforts while ensuring compliance with regulations. Successful candidates will have a strong focus on customer service, good communication skills, and relevant experience in sales or consulting environments. Competitive salary and comprehensive benefits offered.