Personal Banking Advisor & Client Experience Leader

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

Job summary

A leading financial services provider in Toronto is seeking individuals for roles that emphasize exceptional customer service and collaborative banking experiences. Candidates will guide customers through available services while identifying needs for personalized advice. Experience in sales and strong interpersonal skills are essential for success in this dynamic branch role. A commitment to compliance and ethical practices is required.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 1-2 years of relevant experience and/or certification in related field desirable.
• Confident in using social media, tablets, and online tools.
• Strong interpersonal skills to build rapport with customers.

Responsibilities

• Collaborates with partners to identify referral opportunities.
• Welcomes customers and guides them in the branch.
• Conducts client conversations about banking services.

Skills

Customer service

Sales experience

Communication skills

Problem-solving

Interpersonal skills

Education

Certification in related field

Job description

A leading financial services provider in Toronto is seeking individuals for roles that emphasize exceptional customer service and collaborative banking experiences. Candidates will guide customers through available services while identifying needs for personalized advice. Experience in sales and strong interpersonal skills are essential for success in this dynamic branch role. A commitment to compliance and ethical practices is required.