Personal Banking Advisor | Growth & Solutions

BMO; Colwood; On-site; CAD 36,600 - 67,500; 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 professional to deliver tailored financial guidance and solutions in a collaborative branch setting. You will identify needs, promote digital tools, and help clients navigate everyday banking, lending, and investments.

The role emphasizes proactive engagement, regulatory compliance, and building lasting customer relationships across channels in Canada.

Qualifications

• 2–3 years of relevant experience is typical.
• Canada: Registration to sell investment products where appropriate.
• Lending qualifications and designations preferred.
• Strong knowledge of personal and small business needs and solutions.

Responsibilities

• Deliver needs-based assessments to grow loyalty and opportunities.
• Advise on financial solutions including lending and investments.
• Promote digital and self-serve options for convenient banking.

Skills

Needs-based selling

Customer service

Financial solutions

Education

Post-secondary degree

Tools

Online tools

Job description

BMO Financial Group is seeking a customer-focused professional to deliver tailored financial guidance and solutions in a collaborative branch setting. You will identify needs, promote digital tools, and help clients navigate everyday banking, lending, and investments.

The role emphasizes proactive engagement, regulatory compliance, and building lasting customer relationships across channels in Canada.