Personal Banking & Investment Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO in Burnaby is seeking a branch leader to deliver exceptional service and guidance on financial solutions. You will greet customers, discuss personal banking and investment options, and refer opportunities to partners to deepen relationships. You’ll promote digital channels and ensure smooth, compliant service.

The role emphasizes needs-based conversations, teamwork, and a proactive approach to improving the customer experience across channels.

Qualifications

• 1–2 years of related experience or certification in the field.
• Canada-specific requirement: registration to sell investment products (completed or in progress).
• Proficiency with social media and online tools for client engagement.
• Strong consultative sales orientation and customer service mindset.

Responsibilities

• Deliver exceptional service to BMO customers and prospects.
• Identify customer needs and advise on financial solutions in their best interests.
• Collaborate with branch partners to grow customer relationships and refer opportunities.
• Guide customers to digital and self-serve options to simplify banking.
• Support branch operations and ensure accuracy and compliance.

Skills

Customer service

Sales experience

Communication

Problem solving

Education

Registration to sell investment products

Tools

Social media tools

Tablets

Smartphones

Job description

BMO in Burnaby is seeking a branch leader to deliver exceptional service and guidance on financial solutions. You will greet customers, discuss personal banking and investment options, and refer opportunities to partners to deepen relationships. You’ll promote digital channels and ensure smooth, compliant service.

The role emphasizes needs-based conversations, teamwork, and a proactive approach to improving the customer experience across channels.