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Private Banking Officer, Private Wealth

Montreal, Quebec, Canada • Posted March 23, 2026

Job Type: Full time
Location: Montreal, Quebec
Posted: March 23, 2026
Category: Financial Specialists
Application Deadline: May 02, 2026

Role Description

Application Deadline:

04/03/2026

Address:

1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

  • Assists in preparing new business proposals or presentations to clients/prospects.
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.

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