Personal Banking Advisor — Client Growth & Service

Socket.dev; Châteauguay; On-site; CAD 36,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused associate to provide advice and guidance on personal banking and investment solutions. You will collaborate with branch partners to identify opportunities and deliver a seamless, high-quality customer experience.

Responsibilities include handling transactions, maintaining records, and ensuring compliance with regulatory standards while promoting digital banking options to clients.

Qualifications

• Typically 1–2 years of relevant experience or equivalent education.
• Registration to sell investment products completed or in progress (Canada).
• Confident using social media, tablets, smartphones and online tools.
• Experience in consultative customer service or sales is a plus.

Responsibilities

• Deliver exceptional service to customers and identify their financial needs.
• Advise on personal banking and investment solutions aligned with customer goals.
• Collaborate with branch partners to refer and grow customer relationships.
• Process transactions and support branch operations efficiently.
• Follow risk, compliance, and privacy policies in daily activities.

Skills

Social media & digital tools

Customer service

Communication skills

Education

Investment product licensing (registration)

Regulatory compliance knowledge

Tools

Online banking tools

Job description

BMO Financial Group is seeking a customer-focused associate to provide advice and guidance on personal banking and investment solutions. You will collaborate with branch partners to identify opportunities and deliver a seamless, high-quality customer experience.

Responsibilities include handling transactions, maintaining records, and ensuring compliance with regulatory standards while promoting digital banking options to clients.