Personal Banking Advisor: Grow Loyalty & Loans

BMO; Wainwright; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada seeks a customer-focused professional to deliver exceptional service, assess needs, and guide clients toward appropriate financial solutions. You will engage customers, promote banking channels, and support transactions, while building lasting relationships within the community.

The role emphasizes advising on lending, investments, and everyday banking, with a strong focus on accuracy and regulatory compliance to protect client assets.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels.
• Offers clients advice on digital and self-serve options to make banking easy and fast.
• Supports customer transactions based on customer traffic and needs.

Skills

Customer service

Sales experience

Financial products knowledge

Relationship building

Communication skills

Education

Post-secondary degree in related field

Licensing to sell investment products (Canada)

Job description

BMO Financial Group in Canada seeks a customer-focused professional to deliver exceptional service, assess needs, and guide clients toward appropriate financial solutions. You will engage customers, promote banking channels, and support transactions, while building lasting relationships within the community.

The role emphasizes advising on lending, investments, and everyday banking, with a strong focus on accuracy and regulatory compliance to protect client assets.