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Added 7 mins ago
PI
Intermediate‑Senior Civil Engineer Emissions Reduction and Compliance Group
Pinchin in Canada
Mississauga, ON
- $95,000 to $125,000 CAD / year
- Full-time
Develop design concepts, calculations, drawings, specifications, and technical reports suitable for client review, permitting, tendering, and construction support
Added 20 mins ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 21 mins ago
V
Lead Optimizely Solutions Architect
Valtech
Canada
- Full-time
…platforms, guide multidisciplinary teams, and act as a trusted advisor to clients navigating complex digital transformation…
Added 21 mins ago
N
Commercial Lines Account Manager
Navacord
Sudbury, ON
- $60,000 to $80,000 CAD / year
- Full-time
…account management. This role is the primary liaison between the client and the insurance company, acting as the advisor and advocate for the client in commercial insurance related matters…
Added 21 mins ago
N
Commercial Lines Account Manager
Navacord
Sault Ste. Marie, ON
- $65,000 to $80,000 CAD / year
- Full-time
…account management. This role is the primary liaison between the client and the insurance company, acting as the advisor and advocate for the client in commercial insurance related matters…
Added 21 mins ago
M
Human Resources Advisor
MyHR
Squamish, BC
- Full-time
Maintain regular client engagement between active tickets, checking in on outstanding matters, upcoming needs, and overall satisfaction.
Added 21 mins ago
R
Home Equity Referral Specialist- EN
RBC
Montreal, QC
- Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…
Added 21 mins ago
PC
Intermediate‑Senior Civil Engineer Emissions Reduction and Compliance Group
Pinchin Canada
Mississauga, ON
- $95,000 to $125,000 CAD / year
- Full-time
Develop design concepts, calculations, drawings, specifications, and technical reports suitable for client review, permitting, tendering, and construction support
Added 22 mins ago
Settlement Advisor, NSP WIndsor
YMCA of Southwestern Ontario
Windsor, ON
Position: Part Time Settlement Advisor (Spanish Speaking)
Added 22 mins ago
A
Technical Support Lead
Accenture
Toronto, ON
- Full-time
Cloud First - Software Engineering is a high performing team to join! We focus on client adoption of disruptive technologies, technology architecture and providing specialized skills…
Added 22 mins ago
R
CLIENT ADVISOR
RBC
Thunder Bay, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 22 mins ago
R
Associate Advisor
RBC
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 22 mins ago
R
Home Equity Referral Specialist
RBC
Montreal, QC · Quebec, QC
- Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…
Added 22 mins ago
R
Client Advisor
RBC
Virden, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 22 mins ago
R
Banking Advisor
RBC
Saguenay, QC
- Full-time
As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this…
Added 36 mins ago
MB
Conseiller(ère) en horlogerie de luxe/ Luxury Watch Advisor
Maison Birks
Montreal, QC
- Full-time
As a Luxury Watch Advisor at our flagship store in downtown Montreal, you will serve as an ambassador for Rolex, embodying the excellence, prestige, and exceptional service associated with…
Added 37 mins ago
CF
Insurance Compliance Specialist
CU Financial Management
NS · Bedford, NS
- Full-time
…planning solutions to clients across the region. Our dedication to client success and financial planning excellence sets us apart, and we take pride in the impact we make on our clients'…
Added 37 mins ago
D
Personal Finance Advisor
Desjardins
Mont-Tremblant, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 37 mins ago
C
Private Banking Advisor
CIBC
Fredericton, NB
- Full-time
…CIBC Private Wealth Management. You will also support overall client needs for broader Wealth Advisory services including Investment, Retirement and Estate Planning…
Added 37 mins ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Gatineau, QC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 37 mins ago
A
Associate Account Director
ApplyBoard
Kitchener, ON
- Full-time
…institutional partners across one or more regions. Acting as a trusted advisor, you will drive engagement, satisfaction, and adoption of ApplyBoard’s services. Your day-to-day…
Added 49 mins ago
RD
Associate- EN
RBC Dominion Securities
Laval, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 49 mins ago
RD
Associate Advisor- EN
RBC Dominion Securities
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 49 mins ago
RD
Associate Advisor- EN
RBC Dominion Securities
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 49 mins ago
R
CLIENT ADVISOR
RBC
Thunder Bay, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

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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