Private Banking Associate: Build Relationships & Solutions

Bank N.A.; London; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group in London, Ontario, is seeking a Wealth Sales & Service professional to support private banking clients, identify their needs, and refer opportunities within a collaborative team. The role emphasizes compliance, accuracy, and customer-focused service.

The position requires 2–3 years’ experience and a related post-secondary degree, with a strong benefits package and growth opportunities within a respected financial institution.

Qualifications

• Typically 2–3 years of relevant experience.
• Post-secondary degree in a related field desirable or equivalent experience.
• Working knowledge of personal and commercial credit.
• Basic knowledge of lending processes and loan documentation.

Responsibilities

• Deliver exceptional service to private banking clients.
• Identify client needs and match with appropriate products or services.
• Ensure compliance and operational effectiveness.
• Assist in preparing new business proposals or presentations to clients/prospects.

Skills

Credit knowledge

Communication skills

Analytical thinking

Team collaboration

Organizational skills

Education

Post-secondary degree in a related field

Job description

BMO Financial Group in London, Ontario, is seeking a Wealth Sales & Service professional to support private banking clients, identify their needs, and refer opportunities within a collaborative team. The role emphasizes compliance, accuracy, and customer-focused service.

The position requires 2–3 years’ experience and a related post-secondary degree, with a strong benefits package and growth opportunities within a respected financial institution.