Application Deadline Application Deadline: 11/01/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service 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 techniques, including making referrals to other BMO employees. Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Understands the unique needs related to commercial entities and UHNW clients within the private banking space. Provides advice and guidance by applying in-depth knowledge and understanding of the integrated private banking services and offerings. 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. Analyzes data and information to provide insights and recommendations. Collects fees applicable to credit terms and conditions approved, as well as for activities performed. Implements and monitors procedural and policy changes as required. 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. 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. Typically between 3
- 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Working knowledge of personal and commercial banking products and services, monitoring operational processes. Working knowledge of the Lending Process and supporting policies. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. health insurance accident and life insurance retirement savings plans It calls on us to create lasting, positive change for our customers, our communities and our people. 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the valuable. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Associate Private Banking Advisor (Calgary)
🏢 BMO
📍 Calgary