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⏰ Full-time

Experienced Banking Officer for Wealth Management Service Team

BMO Financial Group
Location 📍 toronto, Canada
Posted 📅 May 29, 2026
Work Type ⏰ Full-time

Position Overview

Shape exceptional client interactions as a Banking Officer in Wealth Management. Deliver knowledgeable service while identifying needs and ensuring compliance in banking operations.

This role focuses on enhancing customer experiences within the wealth management division. You will engage with clients, prepare proposals, and ensure accurate transaction processing. Collaboration with internal teams will be key to achieving business objectives.

Key Responsibilities:
• Prepare and deliver impactful business proposals
• Identify client needs and link to suitable services
• Collaborate to enhance service efficiency
• Monitor and analyze client information for insights
• Address client inquiries and ensure swift resolutions

Requirements:
• 2–3 years of relevant banking experience
• Relevant degree preferred but flexible
• Knowledge of credit and non-credit banking products
• Good collaboration and com...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
toronto, Canada