As of November 7, 2026, Jobsy lists 54 personal banker jobs in Canada. The most active employers are The Toronto-Dominion Bank (Canada) and Bank of Montreal. Skills often requested: communication skills, financial planning, process improvement and confidentiality.
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2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services, consultative sales or customer service. Candidates also need Canadian investment product registration, appropriate lending qualifications, and strong interpersonal and communication skills.
2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally with a post-secondary degree in a related field. Candidates must be registered to sell investment products in Canada, hold appropriate lending qualifications, and have strong customer service, sales and communication skills.
2+ YOECandidates need about 2 to 3 years of relevant experience, a related degree or equivalent, and investment sales registration in Canada. They also need consultative sales and lending knowledge plus strong communication and teamwork skills.
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred, and a Canadian registration to sell investment products. They also need consultative sales or customer service experience and working knowledge of personal lending and retail investments.
2+ YOEBank of Montreal asks for about 2 to 3 years of relevant experience, with a post-secondary degree preferred. Candidates need investment registration in Canada, lending qualifications, and strong customer service, sales and communication skills.
2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, preferably with a post-secondary degree, and a Canadian investment sales registration. Candidates should have consultative sales or customer service experience, knowledge of retail investments and lending, and strong communication and teamwork skills.
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. A Canadian investment product registration and appropriate lending qualifications are required, along with a consultative sales or customer service background.
2+ YOEBank of Montreal needs about 2 to 3 years of relevant experience, with a post-secondary degree desirable. Candidates must hold, or be able to obtain, investment product registration and lending qualifications, and show strong consultative sales and interpersonal skills.
Online banking tools, Tablets, Smart phones, Social media
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. They must hold investment sales registration and lending qualifications, and bring strong customer service, sales and communication skills.
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. They must hold investment sales registration and lending qualifications, and bring strong customer service, sales and communication skills.
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Canadian candidates need registration to sell investment products and the appropriate lending qualifications, plus strong sales, consultative service and communication skills.
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. They must hold investment product registration and lending qualifications, and show strong customer service, sales and communication skills.
2+ YOEBank of Montreal needs candidates with about 2 to 3 years of consultative sales or customer service experience, and a related post-secondary education is preferred. They must hold investment product registration in Canada, appropriate lending qualifications, and strong communication, organization and problem-solving skills.
1+ YOECandidates need a high school diploma and/or one year of relevant experience, and must complete IFIC or an equivalent course and the CFSA within 12 months of hire. Strong knowledge of investing and credit, good communication and organization skills, and MS Office proficiency are required.
1+ YOECandidates need a high school diploma and/or one year of relevant experience, with completion of IFIC or equivalent. The role also requires CFSA within 12 months of hire, strong knowledge of investing and credit, and proficiency with MS Office.
1+ YOECandidates need a high school diploma and/or one year of relevant experience, and must complete IFIC or equivalent and the CFSA within 12 months of hire. Strong knowledge of investing and credit, good communication, and proficiency in MS Office are required.
2+ YOECandidates need at least 2 years of relevant experience, a high school diploma (a related post-secondary degree is preferred), and the Investment Funds in Canada (IFC) accreditation or equivalent before the start date. The Certificate in Financial Services Advice (CFSA) is required within 90 days of hire for external candidates.
2+ YOECandidates need at least 2 years of relevant experience and a high school diploma, with a related post-secondary degree preferred. They must obtain the IFC accreditation and the CFSA certificate within set timeframes, and be willing to relocate within the assigned region.
Financial planning, Customer experience, Documentation, Teamwork, Communication skills
1+ YOECandidates need a high school diploma and at least one year of relevant experience, plus IFIC or equivalent completion. Strong investing knowledge, MS Office skills, and good organizational and communication abilities are required.
2+ YOECandidates need 2+ years of relevant experience and a high school diploma, with a related post-secondary degree preferred. They must obtain IFC accreditation and the CFSA certificate within set timeframes after starting.
Financial planning, Customer experience, Documentation, Teamwork, Communication skills, CIRO
1+ YOECandidates need a high school diploma and/or one year of relevant experience. Completion of IFIC or equivalent is required, and CFSA must be completed within 12 months of hire. Strong communication, organization and computer skills are expected.
1+ YOECandidates need a high school diploma and/or one year of relevant experience, plus completion of IFIC or equivalent. A CFSA must be completed within 12 months of hire, with strong knowledge of investing, credit and banking products.
2+ YOECandidates need at least two years of relevant experience and a high school diploma, with a related post-secondary degree preferred. They must obtain the Investment Funds in Canada accreditation within 90 days and the Certificate in Financial Services Advice within six months of starting, and meet CIRO mutual fund licensing requirements. Knowledge of a language other than French is required for Quebec.
Financial planning, Customer experience, Documentation, Teamwork, Communication skills, CIRO
1+ YOECandidates need a high school diploma and/or one year of relevant experience, completion of IFIC or equivalent, and a CFSA within 12 months of hire. Strong knowledge of investing and credit, good communication and MS Office skills are required.
The Toronto-Dominion Bank (Canada) (31) and Bank of Montreal (23).
What skills do personal banker jobs ask for?
Postings most often mention communication skills, financial planning, process improvement, confidentiality, microsoft office, communicate with customers, time management and customer experience.