Private Banking Officer, Private Wealth

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

Application Deadline:

12/04/2026

Address:

2828 boul Laurier

Job Family Group:

Wealth Sales & Service

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

Assists in preparing new business proposals or presentations to clients/prospects.

Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.

Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.

Determines client needs and ensures timely and accurate completion of transaction processing.

Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.

Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.

Collaborates with internal and external stakeholders in order to deliver on business objectives.

Analyzes data and information to provide insights and recommendations.

Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.

Strives to exceed client service standards to maximize relationship retention and growth.

Develops rapport and instills confidence with the client to develop credibility and earn their trust.

Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.

Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.

Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.

Participates in audits and compliance reviews as assigned.

Identifies and escalates all irregularities and discrepancies to management.

Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

Analyzes issues and determines next steps.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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.
• Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
• Basic knowledge of the Lending Process and supporting policies.
• Basic knowledge of loan and security documentation, including registration and renewal routine.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary :

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around