Personal Banking Advisor & Client Solutions Specialist

BMO U.S.; Brantford; On-site; CAD 36,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a lobby-focused banking professional in Ontario, Canada to deliver exceptional service and guide customers toward digital channels. You will identify needs, provide financial advice, and work with branch partners to deepen customer relationships while supporting daily operations and compliance.

The role emphasizes consultative sales, accurate customer profiling, and a personal customer experience in a team-based environment across branches and channels.

Qualifications

• 1–2 years of relevant experience in customer service or sales.
• Registration to sell investment products completed or in progress (must be completed within 12 months).

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides financial advice and guidance.
• Guides customers to digital and self-serve options for a fast banking experience.
• Collaborates with BMO partners to grow customer relationships.
• Ensures risk, compliance and privacy requirements are met.

Skills

Customer service

Sales experience

Communication

Digital tools

Team collaboration

Job description

BMO Financial Group is seeking a lobby-focused banking professional in Ontario, Canada to deliver exceptional service and guide customers toward digital channels. You will identify needs, provide financial advice, and work with branch partners to deepen customer relationships while supporting daily operations and compliance.

The role emphasizes consultative sales, accurate customer profiling, and a personal customer experience in a team-based environment across branches and channels.