Personal Banker: Client‑Focused Financial Advisor

A leading financial services provider in Montreal seeks a Personal Finance Advisor to develop trusting relationships with clients and provide tailored financial solutions. Your role involves advising on investments, loans, and insurance, bringing expertise in risk management and customer satisfaction. Candidates must possess a Bachelor's degree, mutual fund...

A leading financial institution in Montreal is seeking a Personal Banker to provide customer service and financial advice. The role involves advising clients on banking solutions and maintaining customer relationships. Candidates should have a high school diploma and relevant experience, with strong communication and organizational skills. This position...

A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...

A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...

A leading financial institution in Montreal is seeking a Personal Banker to build relationships and provide financial advice to customers. This entry-level position requires strong communication skills and the ability to engage effectively with clients. The ideal candidate should possess a high school diploma, relevant experience, and proficiency in MS...

An established industry player is seeking a dynamic individual to join their retail banking team. This role focuses on delivering exceptional service while identifying customer needs and providing tailored financial solutions. You will engage with clients to enhance their banking experience, ensuring that their needs are met through personalized advice and...

Attendance Hybrid Job number 26814 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 22-Jul-2025 Location: Montreal, Quebec City Montreal Province/State Quebec Area(s) of interest: Advisory services, Commercial banking A career as a Senior Private Banker in the...

Join to apply for the Relational Private Banker role at National Bank of Canada. A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. Responsibilities Identify and develop business opportunities for all services and products offered by the Bank and develop the high‑end individual client market. In...

A leading financial institution in Montreal is seeking a Personal Banker who is passionate about connecting with customers to achieve their financial goals. This role involves advising on investment options, providing personalized financial advice, and ensuring a positive customer experience. The ideal candidate will have a high school diploma, experience in...

Join to apply for the Personal Banker role at BMO. Responsibilities Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels...