Meridian Credit Union – Senior Communications Advisor (Wealth, Business Banking, Marketing and Digital) – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary: $68800 – 103200 per year

Job date: Sat, 26 Jul 2025 07:49:16 GMT

Job description: Description :About this opportunityAt Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.As the strategic communications lead for Wealth and Business Banking lines of business, as well as the Digital and Marketing portfolio, this role provides enterprise-level counsel and communications delivery across a broad portfolio to engage, inform, and inspire employees and business executives. The successful candidate will serve as the primary communications advisor to the SVP of Retail & Wealth, SVP of Business Banking, Chief Digital and Marketing Officer, and their leadership teams. This role is pivotal in shaping and executing thought leadership, internal communications and engagement, and reputational strategies that support Meridian’s enterprise initiatives.Communications Planning & Stakeholder Management

  • Act as the lead communications advisor to the SVP of Retail & Wealth, SVP of Business Banking, Chief Digital and Marketing Officer, providing ongoing communications counsel, planning, support and advice..
  • Develop, execute and measure effectiveness of integrated communications strategies, including internal communications, employee engagement and change communications, aligned with business goals and enterprise priorities.
  • Lead executive visibility and thought leadership initiatives, including messaging and briefing development, speechwriting, op-eds, internal and external messaging for town halls, newsletters, video planning, scripting and editing, internal and external announcements and events, intranet, and surveys.

Internal Communications

  • Develop and execute internal communications strategies that support the goals of the Wealth and Business Banking businesses, as well as the Marketing and Digital function.
  • Continually identify new communications opportunities for storytelling progress and success of business and support functions units, while collaborating with Senior Communications Advisor for Retail, ensuring alignment of communications strategies and plans.
  • Lead corporate communications programs that integrate line of business messaging and milestones. Partner with Change Management on communication of large projects/initiatives, and provide ongoing counsel and communications tools to support operational communications.
  • Develop compelling, clear, and concise communications for advisor and all employee audiences, including memos, scripts, intranet articles, videos, leadership toolkits, town hall presentations, Q&As, surveys, etc.
  • Event management for strategic events for employees or leadership, as required.

Member-Facing Communications

  • Provide ongoing counsel on Member facing communications, including identifying, coordinating and executing key Member communications in response to current events as required
  • Collaborate with External Communications and Marketing teams to leverage social media channels to amplify line of business and Member messaging
  • Work with leaders as spokespeople to develop social media content and execute through employee sharing platforms to foster thought leadership

Channel Communications Leadership

  • Support and execute the Wealth, Business Banking, Marketing and Digital channel communications like Department Town Halls and department newsletters, and other content vehicles.
  • Support content creation for ELT and corporate communications, including enterprise town halls, leadership conferences, and strategic updates.
  • Contribute key Line of Business insights, milestones and actions to enterprise-wide communications planning and execution, including campaigns, change initiatives, and leadership events.
  • Work with other Communications Advisors to integrate storytelling in a cohesive narrative for all employees, ensuring that the line of business portfolio view is well integrated and understood

Qualifications & Experience

  • 5 to 7+ years of progressive experience in corporate communications, preferably in financial services or regulated industries. Branch banking, retail or wealth communications experience is an asset.
  • Experience developing, implementing and measuring communication plans.
  • Excellent communications skills, written and verbal across multiple formats and channels.
  • Excellent proofreading/copy editing skills with attention to details.
  • Ability and willingness to take initiative and demonstrate leadership and project management skills.
  • Build trust and alignment across diverse teams and stakeholders and have ability to work with minimal supervision and as part of a team.
  • Leverage tools like Microsoft Copilot and low-code platforms to streamline workflows and enhance communication delivery.
  • Distill complex business strategies into clear, actionable insights. Use analytics to measure impact and inform strategy.
  • Embrace change and continuously seek new ways to improve communication effectiveness

Salary Range: CAD $68,800 to $103,200 annually.Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.Office Location: 3330 Bloor Street West, Toronto. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

  • We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success!
  • We provide you with the tools and technology needed to delight your candidates and clients!
  • You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues.
  • This is not your typical “corporate” job. We work hard and we have fun!

Build the Future of Banking with UsAt Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

  • Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
  • Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
  • Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
  • Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose – helping our members achieve their best life.Find our story here:Experience the Difference!Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.Thank you for your interest in Meridian Credit Union.Follow us on Twitter at#LI-TJ1#LI-HYBRID

Product Manager, Commercial Banking – Vancity – Vancouver, BC

Company: Vancity

Location: Vancouver, BC

Job description: you are part of a greater movement, then apply today! About the workplace As a Product Manager on the Commercial Banking…. In this role, you’ll report into Senior Manager of Business and Commercial Product. A typical day would involve: Building a deep…
The content encourages potential candidates to apply for a Product Manager position in Commercial Banking, emphasizing that they would be joining a larger movement. The role involves reporting to the Senior Manager of Business and Commercial Product, and typical responsibilities include developing a thorough understanding of the business and customer needs.
I can’t access external websites directly, but I can help you create a job description if you share the content or key details from the listing. Let me know how you’d like to proceed!

Expected salary: $81200 – 122000 per year

Job date: Sun, 27 Jul 2025 02:17:42 GMT

Personal Banking Associate – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $36000 – 54500 per year

Job date: Thu, 10 Jul 2025 03:00:00 GMT

Job description: Application Deadline: 07/24/2025Address: 486 Front Street WestJob Family Group: Retail Banking Sales & ServiceDelivers 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.

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.

Salary: $36,000.00 – $54,500.00Pay Type: SalariedThe 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:About UsAt 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 .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.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.

Summary

Application Deadline: July 24, 2025
Location: 486 Front Street West
Job Family Group: Retail Banking Sales & Service

The position focuses on delivering exceptional customer service at BMO by identifying customer needs, providing tailored financial solutions, and collaborating with branch partners. Key responsibilities include guiding customers in the lobby, recommending banking services, managing customer transactions, reviewing profiles for potential opportunities, and supporting operational activities.

Qualifications:

  • 1-2 years of relevant experience or equivalent education.
  • Registration to sell investment products (Canada only).
  • Proficiency in digital tools and customer service.
  • Strong interpersonal, communication, organization, and analytical skills.

Salary Range: $36,000 – $54,500 (varies by location and experience).

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement plans. The company emphasizes inclusivity and seeks to foster a positive workplace culture.

For more details on benefits and the application process, candidates are encouraged to visit BMO’s website. Accommodations for applicants are available upon request.

Personal Banking Associate – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $36000 – 54500 per year

Job date: Wed, 09 Jul 2025 07:09:35 GMT

Job description: Application Deadline: 07/24/2025Address: 518 Danforth AvenueJob Family Group: Retail Banking Sales & ServiceDelivers 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.

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.

Salary: $36,000.00 – $54,500.00Pay Type: SalariedThe 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:About UsAt 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 .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.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.

Application Summary for BMO Retail Banking Role

Deadline: July 24, 2025
Location: 518 Danforth Avenue
Job Family: Retail Banking Sales & Service

Role Overview:

  • Deliver exceptional service to BMO customers and identify their financial needs.
  • Provide advice and guidance on financial solutions while collaborating with branch partners to enhance customer experience.
  • Act as a lobby leader, assisting customers with banking services, offering advice on digital options, and conducting needs-based conversations.
  • Support operational activities and maintain compliance with legal and regulatory standards.

Key Responsibilities:

  • Engage in client conversations about banking services and alternative channels.
  • Review customer profiles to identify banking and credit opportunities.
  • Drive branch business results and improve overall customer experience.
  • Stay informed about financial products, trends, and compliance requirements.
  • Identify suspicious activities and comply with regulatory standards.

Qualifications:

  • 1-2 years of relevant experience or equivalent education.
  • Familiarity with investment products (registration to sell is required in Canada).
  • Strong customer service and sales skills, along with interpersonal and problem-solving abilities.
  • Proficient in using technology and social media for customer interaction.

Compensation:

  • Salary range: $36,000 to $54,500, with potential variegation based on location, experience, and skills.
  • Additional benefits: health insurance, tuition reimbursement, retirement plans, and performance incentives.

Company Commitment:
BMO emphasizes inclusion, respect, and opportunity for growth among its team members. Accommodations are available during the selection process.

Note to Recruiters:
BMO does not accept unsolicited resumes and will not pay fees for candidates submitted without prior agreements.

CIBC – Relationship Manager, Commercial Banking – Hamilton, ON

Company: CIBC

Location: Hamilton, ON

Expected salary:

Job date: Fri, 18 Jul 2025 01:45:23 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingAs a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeedRelationship building – Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.Teamwork – Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.Client experience – Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.Who you areYou demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs and/or complex cash management requirements.You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.You act like an owner. You thrive when you’re empowered to take initiative, go above and beyond, and deliver results.You have a degree/diploma in Business, Finance, Accounting, or a related field.Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Hamilton-21 King St. WEmployment Type RegularWeekly Hours 37.5Skills Business Banking, Business Development, Business Opportunities, Client Service, Customer Experience (CX), Lending, Portfolio Management

Personal Banking Associate – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $36000 – 54500 per year

Job date: Sat, 05 Jul 2025 02:27:47 GMT

Job description: Application Deadline: 07/19/2025Address: 1530 Albion Road, Unit 99Job Family Group: Retail Banking Sales & ServiceDelivers 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.

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.

Salary: $36,000.00 – $54,500.00Pay Type: SalariedThe 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:About UsAt 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 .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.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.

Job Opportunity Summary

Position: Retail Banking Sales & Service
Application Deadline: 07/19/2025
Location: 1530 Albion Road, Unit 99
Salary Range: $36,000 – $54,500 (includes potential commissions)

Role Overview:
The position involves delivering exceptional customer service, identifying financial needs, and providing advice on banking solutions. Responsibilities include engaging customers in the branch, recommending digital options, and collaborating with team members to enhance customer experiences and meet business goals.

Key Responsibilities:

  • Welcome and guide customers in the branch.
  • Conduct needs-based conversations to identify banking and credit card opportunities.
  • Support operational activities and comply with risk and regulatory policies.
  • Collaborate with partners to identify referral opportunities.
  • Maintain knowledge of financial products and trends, and ensure customer privacy.

Qualifications:

  • 1-2 years of relevant experience or equivalent education.
  • Registration to sell investment products (or willingness to complete within 12 months).
  • Familiarity with social media and digital tools.
  • Strong interpersonal, organizational, and problem-solving skills.
  • Ability to thrive in a consultative sales environment.

Benefits:
BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement plans.

Company Commitment:
BMO is dedicated to fostering an inclusive workplace and encourages diversity among its employees. Accommodations are provided upon request for candidates during the selection process.

For more information, visit [BMO’s website].

CIBC – Senior Relationship Manager, Commercial Banking – Ottawa, ON

Company: CIBC

Location: Ottawa, ON

Expected salary:

Job date: Fri, 18 Jul 2025 03:13:14 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingAs a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As the Senior Relationship Manager, Commercial Banking, you will be responsible for meeting the needs of Mid-Market clients and driving business growth in the commercial segments, leveraging partnerships with the broader market team to deliver a broad range of Commercial Banking solutions. You will manage and grow a portfolio of Mid-Market Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeedRelationship building – Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.Teamwork – Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.Client experience – Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.Who you areYou demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, and/or complex cash management requirements.You have a degree/diploma in Business, Finance, Accounting, or a related field.You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.You act like an owner. You thrive when you’re empowered to take initiative, go above and beyond, and deliver results.Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Ottawa-222 Queen St., 2ndEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business Banking, Business Development, Client Service, Financial Advising, Portfolio Management, Results-Oriented

Group Product Manager, Day-to-Day Banking – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sun, 13 Jul 2025 02:25:48 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingReporting to the Director, Acquisition Enablement, you will be managing and implementing multi-year client acquisition plan for all Day-to-Day Banking products. Retail channels include CIBC Digital and Airport. You will be responsible for leading key initiatives to optimize end-to-end sales funnel performance, develop robust analytics to support the channel along with accompanying insights to drive better performance. You will work with high performing, highly productive and diverse teams to successfully implement programs that drive revenue growth while maintaining a strong focus on client experience.At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.How you’ll succeedStrategic planning – Lead the development and implementation of client acquisition strategies to achieve targets for all Day-to-Day Banking products. Identify and implement new opportunities for client acquisition. Determine feasibility and financial impact while contributing to CIBC’s client experience objectives. Optimize client acquisition tactics and marketing budget to ensure profitable return on investment.Reporting and analytic insights – by identifying and creating a governance related to key metrics, you will support our team and drive continuous improvement, enabling improved acquisition performance.Leadership – Manage and own final accountability for client acquisition Retail Channels strategic plan and initiatives for all Day-to-Day Banking products. Continuously monitor and interpret business results against key performance targets to recommend growth initiatives.Relationship management – Collaborate with key partner stakeholders to ensure alignment with the client acquisition strategies being implemented. Establish rapport and work effectively with internal and external partners including Retail Channels, Digital Technology, Risk Management, Finance, Legal and Compliance, Sales Support, Marketing, Technology, other lines of businesses, and business partners.Who you areYou give meaning to data. You enjoy investigating complex problems, and making sense of information. You’re confident in your ability to communicate detailed information in an impactful way.You can demonstrate experience in strategic and business planning, business model development and marketing best practices. You have strong analytical skills and have a proven ability to execute net new initiatives. In-depth knowledge of Day-to-Day Banking products, financial services, and product management experience will be strong assets.You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.You’re driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.*Subject to program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permitWe may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Expected End Date 2025-07-25Job Location Toronto-81 Bay, 25th FloorEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business Cases, Business Planning, Client Acquisitions, Leadership, Product Analysis, Product Management

CIBC is developing a relationship-focused bank and seeks passionate professionals dedicated to client service. The bank values employee strengths and ambitions, providing a supportive environment for impactful work.

The position involves managing a multi-year client acquisition plan for Day-to-Day Banking products, optimizing sales funnel performance, and collaborating with diverse teams to enhance client experience while driving revenue growth.

Key responsibilities include strategic planning, reporting and analytics, leadership in client acquisition initiatives, and relationship management with various stakeholders.

Candidates should possess strong analytical and strategic planning skills, with experience in banking products. CIBC promotes an inclusive work environment and prioritizes employee well-being with competitive compensation and support programs.

The role is based in Toronto with a hybrid work setup. Applicants must be legally eligible to work in Canada.

Royal Bank of Canada – Banking Advisor Intern – Kingston, ON

Company: Royal Bank of Canada

Location: Kingston, ON

Expected salary:

Job date: Fri, 04 Jul 2025 06:30:50 GMT

Job description: Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.What will you do?

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.

What do you need to succeed?Must-have

  • Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress: 65 PRINCESS ST:KINGSTONCity: KINGSTONCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: Regular – Trainee (Trainee)Pay Type: SalariedPosted Date: 2025-07-02Application Deadline: 2025-07-16Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .