Personal Banking Advisor: Elevate Client Experience

BMO; Toronto; On-site; CAD 36,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO Financial Group in Toronto is seeking a customer-focused associate to deliver exceptional service and identify banking needs. You will guide customers through financial solutions and collaborate with branch partners to enhance the experience.

You will discuss digital options, support daily transactions, and help protect customer assets while complying with regulatory requirements. The role may involve flexible scheduling across branches to meet market needs.

Qualifications

• Typically 1–2 years of relevant customer service or sales experience.
• Canada: Registration to sell investment products must be completed or in progress (within 12 months).
• Confident using social media, tablets, smartphones, and online tools.
• Strong communication, problem solving, and relationship-building skills.
• Ability to work in a team and deliver a personal customer experience.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies needs and provides guidance on financial solutions.
• Advocates digital and self-serve options to simplify banking.
• Engages customers in needs-based conversations and cross-sell opportunities.
• Supports branch operations and risk/compliance processes.

Skills

Customer service

Sales

Consultative selling

Interpersonal skills

Problem solving

Communication skills

Team collaboration

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in Toronto is seeking a customer-focused associate to deliver exceptional service and identify banking needs. You will guide customers through financial solutions and collaborate with branch partners to enhance the experience.

You will discuss digital options, support daily transactions, and help protect customer assets while complying with regulatory requirements. The role may involve flexible scheduling across branches to meet market needs.