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Added 9 mins ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 9 mins ago
GI
Project Manager
Green Infrastructure Partners
Markham, ON · Headquarters, Markham, ON
- Full-time
The Project Manager is responsible for the overall delivery of a construction project. Project Manager will be responsible for the financial performance of the project, maintaining the…
Added 9 mins ago
GV
Lead Project Manager - Outsourcing
GE Vernova
Markham, ON
- Full-time
The Lead Project Manager is responsible for managing outsourced engineering contracts, ensuring delivery performance, cost efficiency, resource utilization, and compliance with contractual…
Added 9 mins ago
GV
Senior Project Manager - Outsourcing
GE Vernova
Markham, ON
- Full-time
The Senior Project Manager is responsible for managing outsourced engineering
Added 9 mins ago
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Manager Operations, Tax Operations
RBC
Toronto, ON
- Full-time
The primary responsibility for the Manager Tax Operations is to planning, executing, and closing projects within defined scope, timeline, budget, and quality parameters for U.S. tax…
Added 9 mins ago
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Senior Manager Operations, Tax Operations
RBC
Toronto, ON
- Full-time
…complex and/or highly specialized processes to ensure overall performance meets or exceeds the established industry and company standards for service, innovation and professionalism.…
Added 9 mins ago
WG
Associate Category Manager - Waterworks (Burlington, ON)
Wolseley Group
Burlington, ON
- Full-time
Join the Burlington location as an Associate Category Manager - Waterworks, where you’ll drive sales, profitability, and market share growth through effective product and supplier…
Added 9 mins ago
M
Manager, Valuations
MNP
Burlington, ON
- Full-time
Make an impact with our Valuations team as a Manager. This diverse team of professionals works with clients on a wide range of business disputes and irregularities and applies qualitative…
Added 9 mins ago
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Senior Manager, Valuations
MNP
Burlington, ON
- Full-time
Make an impact with our Valuations team as a Senior Manager. This diverse team of professionals works with clients on a wide range of business disputes and irregularities and applies…
Added 9 mins ago
M
Manager, Corporate Finance and Valuations
MNP
NS · Dartmouth, NS
- Full-time
Make an impact with our Corporate Finance and Valuations team as a Manager. This diverse team of professionals maximizes our clients’ potential so they can seize opportunities as they…
Added 9 mins ago
T
Personal Banker - Beaconsfield (Full time)
TD
Beaconsfield, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
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Associate Vice President, Product and Underwriting, Small Business Insurance
TD
Toronto, ON · Montreal, QC
- Full-time
Strong business and financial acumen, including experience supporting profit-and-loss and growth objectives.
Added 9 mins ago
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Personal Banking Associate (Part time, 18.75h)- Hull, St-Joseph
TD
Hull, QC
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
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Senior Mainframe Engineer, TD Securities
TD
Toronto, ON
- Full-time
$105,100 - $129,400 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.
Added 9 mins ago
SL
Business Development Partner
Sun Life
Blainville, QC · Laval, QC · Montreal, QC
- Full-time
The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You’ll play an important…
Added 9 mins ago
C
Senior Manager, Marketing- (18 Month Secondment/Contract)- Simplii Financial
CIBC
Toronto, ON
- Full-time
Our Simplii Marketing team helps bring the Simplii Financial brand to life through insight-led, integrated marketing that supports business growth and deepens client relationships. As…
Added 23 mins ago
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Project Manager – Finance Transformation
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Toronto, ON
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Added 23 mins ago
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- Full-time
Experience managing project budgets, schedules, financial performance, risks, and resources.
Added 23 mins ago
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SENIOR OPERATING MODEL AND CONTINOUS IMPROVEMENT CONSULTANT (HYBRID)
GreenShield
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…This role will partner closely with our AI, Technology, and Business teams to fundamentally redesign how work gets done - leveraging automation, advanced analytics, and emerging AI…
Added 23 mins ago
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Finance Operations Manager (AP)
Livingston International
Toronto, ON
- Full-time
This position partners closely with Finance and Operations leaders to ensure financial transactions are executed accurately and efficiently, reporting requirements are met, finance systems…
Added 23 mins ago
TC
Manager, Fund Accounting (Real Assets)
The Citco Group Limited
Toronto, ON
- $111,000 to $133,000 CAD / year
- Full-time
The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset…
Added 23 mins ago
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Manager, Digital Marketing Delivery - Tangerine
Tangerine
Toronto, ON
- Full-time
The Digital Marketing Delivery Manager is responsible for collaborating & delivering the end-to-end customer journey for their respective digital marketing campaigns. Partnering with…
Added 25 mins ago
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Enterprise Regulatory Compliance Testing - Business Program Specialist
BMO
Toronto, ON · FCP
- Full-time
…current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on…
Added 25 mins ago
Manager, Credit Risk Model Validation
BMO
Toronto, ON · FCP
…development and communicates decisions regarding model use to the business to ensure transparency and understanding of models and model risks. Assesses model’s capabilities, stress points…
Added 25 mins ago
Senior Manager, Credit Risk Model Validation
BMO
Toronto, ON · FCP
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

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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