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Added 2 mins ago
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Receptionist
Wajax
Acheson, AB
- Full-time
As part of the Wajax team, the Receptionist is responsible for greeting onsite visitors to the branch. The incumbent will also be responsible for a variety of general duties to assist in…
Added 2 mins ago
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Service Administrator
Wajax
Windsor, ON
- Full-time
Accountable/responsible for the development and administration of service repairs quotes to Service customers. Field and respond to customer inquiries.
Added 2 mins ago
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Service Administrator
Wajax
London, ON
- Full-time
Accountable/responsible for the development and administration of service repairs quotes to Service customers. Field and respond to customer inquiries.
Added 2 mins ago
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Credit Administrator
SMS Equipment Inc.
Acheson, AB
- Full-time
Partner with branch teams to resolve customer disputes, reconcile short payments, and prepare month-end dispute reporting.
Added 2 mins ago
BC
Financial Solutions Specialist - Lonsdale Branch
Beem Credit Union
North Vancouver, BC
- Full-time
As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.
Added 18 mins ago
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Member Service Representative I (Full-Time, Permanent) Henderson
Access Credit Union
Winnipeg, MB · Henderson Branch
- Full-time
Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff.
Added 18 mins ago
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Associate
RBC
Laval, QC
- Full-time
The RBC Dominion Securities Laval branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 33 mins ago
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Customer Experience Associate- Fixed Term Contract- Spanish, Korean or Vietnamese Language Skills are Considered an Asset
TD
Chilliwack, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 33 mins ago
TS
Christmas Kettle Coordinator - Fundraiser
The Salvation Army Canada and Bermuda Territory
Toronto, ON · Lakeshore Community Church
- Full-time
Location: This role will take place at Lakeshore Community Church, in the community of Long Branch, Etobicoke ON.
Added 1 hour ago
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Senior Unified Communication Specialist
Compugen Inc
Surrey, BC
- Full-time
Management and operational support of all AudioCodes devices, Survivable Branch Appliances (SBA) Mediant 1000B Gateways, and 2600 Session Border Controllers. Also, all Analog Media Pack…
Added 1 hour ago
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Firewall Administrator
PlanIT Search
Markham, ON
- $115,000 to $135,000 CAD / year
- Full-time
Administration and operation of enterprise firewall environments across global cloud, data center, and branch locations
Added 2 hours ago
TC
Product Support Coordinator
Toromont Cat
Winnipeg, MB
- Full-time
Administratively support the Branch Manager/Supervisors.
Added 2 hours ago
BC
Everyday Banking Associate - Whistler Branch
Beem Credit Union
Whistler, BC
- Full-time
As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.
Added 2 hours ago
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Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
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Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
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Personal Banking Associate
TD
Brockville, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Customer Experience Associate - Fixed Term Contract
TD
Calgary, AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
Administrative Associate, ScotiaMcLeod, Global Wealth Management
Scotiabank
Toronto, ON
Ensure effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements, maintaining client files and information…
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Service Writer
Finning
Prince George, BC
- Full-time
Work with the Service Manager and Shop Foreman to identify cost-effective processes and support efficient branch operations.
Added 2 hours ago
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Customer Financial Services Manager - ABC Canada (905)
ABC Supply Co., Inc.
Calgary, AB
- Full-time
The ABC Canada Customer Financial Services Manager establishes effective working relationships with District and Branch Managers, Sales Personnel, Region Team Members, National Support…
Added 2 hours ago
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Branch Coordinator
Fire Safety and Protection
Ottawa, ON
- $26 to $30 CAD / hour
- Temporary
A Branch Coordinator is responsible for overseeing the day-to-day operations of the office and ensuring that administrative tasks are completed efficiently and accurately. The role requires…
Added 2 hours ago
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Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
FS
Branch Coordinator
Fire Safety and Protection
Cambridge, ON
- $51,000 to $66,000 CAD / year
- Full-time
A Branch Coordinator is responsible for overseeing the day-to-day operations of the office and ensuring that administrative tasks are completed efficiently and accurately. The role requires…
Added 3 hours ago
T
Customer Experience Associate
TD
Lacombe, AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Montée Paiement, Gatineau
TD
Gatineau, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…

BMO

Client Service Associate

Vancouver, BC, Canada
FBT, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 17, 2026
Experience: Typically between 3 – 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: Oct 6, 2026

Original job description

Application Deadline:

10/16/2026

Address:

595 Burrard Street

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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

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.
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.
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.
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.
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.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
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:

Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
The range below reflects the BMO enterprise range. The expected pay range for this position is: $40,000 - $42,400 This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 1.5X

Salary:

$38,000.00 - $72,000.00

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.

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More about this job

Responsibilities

Supports Investment Advisors with daily administration, client service, and portfolio management tasks to ensure business objectives are met. Manages client relationships, processes trades, handles account inquiries, and ensures compliance with regulatory and bank policies.

Requirements

Requires 3 to 5 years of relevant experience and advanced knowledge of investment processes, administrative procedures, and compliance regulations. Candidates must possess strong communication, organizational, and analytical skills, along with necessary industry licensing.

Skills

Client service
Investment administration
Portfolio management support
Regulatory compliance
Trade processing
Account maintenance
Financial planning
Relationship management
Marketing coordination
Data management
Problem solving
Communication skills
Team leadership
Technology support
Risk management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
Client Service Associate
Portfolio Reviews
Trade Execution
Compliance
Risk Management Framework
Sales Administration
Financial Planning
Retirement Planning
Asset Rebalancing
Regulatory Requirements
Client Database
Marketing Initiatives
Branch Operations
Investment Process
Insurance Products
Trust Services
Estate Services
Money Movement

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