Private Banking Advisor — Wealth Growth & Service Excellence

Bank N.A.; Quebec; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement benefits

Life insurance

Job summary

BMO Financial Group in Canada provides private banking services to a broad client base. The role focuses on delivering exceptional customer service, identifying client needs, and matching them with the right products through relationship selling.

You will work with branch and regional teams to refer opportunities and maintain compliance. We aim to deepen client relationships, support ongoing credit and non-credit activities, and ensure accurate processing while upholding risk guidelines and

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field.
• Working knowledge of personal and commercial credit and non-credit products.
• Basic knowledge of the Lending Process and supporting policies.
• Verbal & written communication skills.
• Organization skills.
• Collaboration & team skills.
• Analytical and problem solving skills.

Responsibilities

• Supports the delivery of an exceptional customer experience to private banking clients.
• Identifies customer needs and matches with appropriate products or services using relationship selling, including referrals.
• Ensures compliance and risk guidelines and operational effectiveness.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution.

Skills

Communication

Organization

Collaboration

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group in Canada provides private banking services to a broad client base. The role focuses on delivering exceptional customer service, identifying client needs, and matching them with the right products through relationship selling.

You will work with branch and regional teams to refer opportunities and maintain compliance. We aim to deepen client relationships, support ongoing credit and non-credit activities, and ensure accurate processing while upholding risk guidelines and