Jobs in Canada

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Added 1 month ago
WC
(CAN) Préposé à l’accueil
Walmart Canada
Valleyfield, PE
- Full-time
Gérer efficacement ses horaires de travail et planifier à l’avance pour conserver son énergie et sa concentration tout au long du quart de travail
Added 1 month ago
C
Temporary Sales Associate
Coach
Winnipeg, MB
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 month ago
Associate/Senior Associate (Manager), Corporate Real Estate (Toronto)
EY
Toronto, ON
To qualify for the role, you must have:
Added 1 month ago
Associate
Richardson Wealth Ltd
Toronto, ON
An opportunity to join one of the leading fast-paced financial advisory teams in the downtown Toronto office. As an Associate the incumbent will contribute to growing the business by…
Added 1 month ago
HR
Préposé(e), Mouvement des stocks
Holt Renfrew
Montreal, QC
- Full-time
· Apporte les livraisons au Service de l’expédition et aux Retouches
Added 1 month ago
TS
Associate Or Vice-President (non-Exec) – Corporate Risk Solutions, Commercial Interest Rate Derivative Origination
TD Securities
Toronto, ON
- Full-time
Support and facilitate the day-to-day client coverage requirements in collaboration with other team CRS team members, including trading and Commercial Banking partners
Added 1 month ago
Open Affiliation
Health Sciences North
ON · Sudbury, ON
…Ontario (COTO), Ontario College of Social Workers and Social Service Workers in conjunction with a Master of Social Work degree (MSW) (OCSWSSW), College of Psychologists of Ontario at the…
Added 1 month ago
T
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis - Future Opportunities
TD
Edmonton, AB
- Part-time
…Non-Status), Inuit, and Métis with interest in the Customer Experience Associate role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit…
Added 1 month ago
ZC
Claims Specialist, Accident Benefits
Zurich Canada
Toronto, ON
- Full-time
…efficient, effective way while delivering a customer‑centric claims…
Added 1 month ago
ZC
Claims Specialist, Accident Benefits
Zurich Canada
Waterloo, ON
- Full-time
…efficient, effective way while delivering a customer‑centric claims…
Added 1 month ago
B
Associate
BMO
Calgary, AB · CALG
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 1 month ago
NB
Inside Sales Associate
National Bank of Canada
Montreal, QC
- Full-time
This role requires a minimum in-office presence of three days per week
Added 1 month ago
C
Associate Financial Advisor
CIBC
Gibsons, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 month ago
T
Associate Manager- Yorkdale
TUMI
Toronto, ON
- Part-time
As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 1 month ago
T
Associate Or Vice-President (non-Exec) – Corporate Risk Solutions, Commercial Interest Rate Derivative Origination
TD
Toronto, ON
- Full-time
Support and facilitate the day-to-day client coverage requirements in collaboration with other team CRS team members, including trading and Commercial Banking partners
Added 1 month ago
L
Customer Service Representative / Customer Care Associate
Linde
Regina, SK
- Full-time
You must have excellent communication, interpersonal, and organizational skills
Added 1 month ago
N
Lead Environment Artist / Chef Artiste d’environnement
NBCUniversal
Montreal, QC
- Full-time
…Stations, Bravo, and Peacock, our premium ad-supported streaming service. We produce and distribute premier filmed entertainment and programming through our powerhouse film and television…
Added 1 month ago
Store Associate
Sherwin-Williams
Owen Sound, ON
Must have a valid, unrestricted Driver’s License · If internal to Sherwin-Williams, you must have received at least a “meets expectations” (3) rating on your most recent performance appraisal
Added 1 month ago
CS
Part Time Area Housekeeping Supervisor
Caravan Services Inc
Toronto, ON
- $33 CAD / hour
- Part-time
…operational support to ensure assigned locations maintain company, client, and safety standards during periods of absence, vacation coverage, increased workload, or other staffing…
Added 1 month ago
Associate Private Banker - Vancouver
Scotiabank
Vancouver, BC
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 1 month ago
Investment Associate, Scotia iTRADE - Montreal, QC
Scotiabank
Montreal, QC
The Investment Associate provides advanced trading and client service support to Scotia iTRADE’s High Value and highly active trader client segment. This role requires specialized expertise…
Added 1 month ago
Warehouse Associate
Swish Group of Companies
Winnipeg, MB
…solutions tailored to our customers’ needs. Our product and service categories include: Hand Hygiene, Surface Disinfecting, Kitchen, Laundry & Warewash, Floor Care & Matting, Cleaning Tools…
Added 1 month ago
EG
Event Audio Visual Technician- Part Time-Full Time Victoria
Encore Global
Victoria, BC
- Full-time
- Part-time
Understands and fosters the hotel or client relationship.
Added 1 month ago
Associate/Senior Associate (Manager), Transaction Real Estate (Toronto)
EY
Toronto, ON
To qualify for the role, you must have:
Added 1 month ago
Sales Associate - Carrefour de l'Estrie, Sherbrooke
Laura Canada
Sherbrooke, QC
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…

BMO

Associate

Calgary, AB, Canada
CALG, Canada

$42,000.00 - $92,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $42,000.00 - $92,000.00
Job type: Full-time
Experience: Minimum of 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
Posting language: English
Posted: Sep 16, 2026

Original job description

Application Deadline:

10/01/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Supports with development of new business opportunities where applicable (ex. organizing of client events, seminars etc.)
Books meetings with new prospects and prepares introductory package for the prospect/referral.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Supports lead advisor(s) with client loyalty building (ex. client recognition activities/milestones)
Plays an active role in supporting the lead IA(s) as directed with client relationship management.
Collaborates with internal and external stakeholders to deliver on business objectives.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Contact clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced and proper record management is adhered to.
Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Escalates complex or unresolved client situations and complaints.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
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.

Qualifications:

Minimum of 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

$42,000.00 - $92,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Associate supports Investment Advisors with day-to-day branch operations, client relationship management, and the execution of investment-related services. They are responsible for maintaining client databases, ensuring regulatory compliance, and facilitating portfolio reviews to support business objectives.

Requirements

Candidates must have a minimum of 5 years of relevant experience or an equivalent combination of education and experience. Applicants are required to meet all licensing and certification requirements for the specific branch and jurisdiction.

Skills

Investment advisory support
Portfolio rebalancing
Financial administration
Regulatory compliance
Client service
Data management
Sales performance monitoring
Conflict resolution
Marketing coordination
Financial reporting
Mentoring
Risk management
Database management
Communication skills
Analytical skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Client service
Portfolio management
Risk management
Regulatory compliance
Account maintenance
Data governance
Financial planning
Client retention
Marketing
Database management
Sales
Reporting
Asset management
Financial services
Branch operations
Investment objectives
Risk tolerance
Client recognition

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Work requirements

Jobs in Canada