Associate Banker

This is a part time position scheduled for 20 hrs per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer’s experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. 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 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. About The Job Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO’s Digital Wealth Business. The Regional Sales Manager is a client and partner facing sales leader for BMO InvestorLine primarily delivered through BMO’s Retail and Wealth Partners and is accountable for ongoing sales effectiveness of BMO’s Digital Wealth Platforms in the assigned region. This position will cover mainly, but not limited to, the Ouest de l"ile de Montreal area. KEY DIMENSIONS Sales & Channel Support Relationship/Channel Management Sales and Service Delivery Planning Accountabilities Sales & Channel Support Establish, develop, and manage relationships with the assigned region of the Retail Distribution Channel to ensure optimum representation of InvestorLine Products Provide ongoing sales support, training, and coaching to the assigned region of the Channel to optimize sales and channel performance Work with InvestorLine, Product Delivery Groups to establish requirements for sales tools, training, and process development, to execute against the sales delivery strategy and customer positioning of the InvestorLine LOB Identify and provide product specific training when appropriate to sales force Provide sales support for InvestorLine National Sales Campaigns and Programs Work together with other functional groups in InvestorLine providing feedback and recommendations on the development of sales and support tools, growth, and retention targets to build revenue and maximize sales Co-ordinates requirements across Wealth and P&C channels for bringing new ideas for new products, service, and process development to the National Director of Sales Relationship/Channel Management Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing InvestorLine at local market functions, soliciting feedback from the retail channel Act as the key contact for InvestorLine, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support InvestorLine profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Supports and enhances the delivery of the desired client experience through distribution channels Supports regional and national sales & marketing programs to drive overall sales effectiveness Collaborates effectively with internal stakeholders to build capability and drive business growth Sales & Service Delivery Identify gaps, issues, and best practices by monitoring of InvestorLine sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to InvestorLine objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Assists in managing customer escalations Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine Planning Develop tactical plans to meet annual growth, retention targets and other KPIs Develop and update annual territory business plan by identifying needs, analyzing potential options, and assessing expected return on investment towards execution of sales target Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to National Sales Manager Qualifications Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience Completed CSC, CPH and DFOL preferred Further certifications towards WME/CIRO licensing will be mandatory within a specified time PFP or CFP is an asset Seasoned professional with a combination of education, experience, and industry knowledge In-depth knowledge of investment products and financial markets In depth knowledge of online investing brokerage platforms, pricing, and process In-depth knowledge of competitive marketplace and trends in InvestorLine Product offerings In-depth knowledge of sales strategies and tactics, focusing on high net worth prospects and clients In-depth knowledge of Bank products, services, organization, and Banking Group interrelationships Experience with Salesforce Ability to take in knowledge and resolve a magnitude of diverse, complex, and ambiguous issues Specialized Skills/Training: Fully bilingual in French and English, with strong verbal and written communication skills in both languages. Proven investment sales success is mandatory Exceptional sales & customer service orientation skills Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to set priorities clearly and decisively Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Strong problem-solving and multitasking skills Reliable in meeting deadlines Sound business planning and organization skills and ability to manage multiple priorities Strong verbal and written communication skills with an ability to adapt communication style depending on audience Collaboration & team skills; with a focus on cross-group collaboration Ability to work independently under minimal supervision Ability to manage ambiguity Additional Requirements: Extensive travel (80-100%) within assigned region Work schedule to include evenings and weekends for business meetings, conferences, internal and client events Broader work or accountabilities may be assigned based on business needs and priorities You're fluent in French and English to support business operations outside the province of Quebec. Salary: $69,000.00 - $129,000.00 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 the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual st 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 the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

The role involves providing strategic leadership for the growth of BMO's Digital Wealth Business and managing relationships within the Retail Distribution Channel. Key duties include providing sales support, training, and coaching to optimize the performance of Digital Wealth Platforms.

Requires an undergraduate degree and 5-10 years of investment sales experience, with mandatory certifications like CSC, CPH, and DFOL. Fluency in both English and French is required to support operations in the Montreal area.

• Health Insurance • Tuition Reimbursement • Accident Insurance • Life Insurance • Retirement Savings Plans

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Communication bilingueSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment Sales
• Relationship Management
• Financial Advice
• Customer Service
• Sales Strategy
• Portfolio Management
• Networking
• Presentation Skills
• Negotiation
• Problem Solving
• Bilingual Communication
• Risk Management
• Strategic Planning
• Coaching
• Salesforce
• Market Analysis

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

24 sept. 2026

Langue de l’offre

anglais

Heures de travail

20 heures par semaine

Niveau d’expérience

Not Applicable