Find work in Canada.

323,948 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
Senior Manager, Healthcare & Professional Specialist
Scotiabank
Toronto, ON
As the Senior Manager, Healthcare & Professional Banking, you will lead a dynamic team of specialists dedicated to serving the healthcare and professional sectors. This role offers a unique…
Added 1 min ago
T
Associate Manager PT Under 20 hours-Tumi Pacific Centre
Tumi
Vancouver, BC
- 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 13 mins ago
Customer Processing Representative
The Canada Life Assurance Company
London, ON · Montreal, QC
…attention to detail and ability to stay focused will be key to your…
Added 13 mins ago
R
Chef d'équipe, chaîne d'approvisionnement / Team Lead, Supply Chain
RTX
Longueuil, QC
- Full-time
Capacité à offrir un service client supérieur et à surpasser les attentes;
Added 15 mins ago
Manager, Workforce Advisory - ERP Change Management
EY
Winnipeg, MB · Toronto, ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
As a Manager, you will play a critical role in leading end-to-end change workstreams within complex SAP programs, advising senior client stakeholders, and managing project teams. You will…
Added 20 mins ago
T
Manager, RCM & Regulatory Change, Wealth Compliance (5062)
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 20 mins ago
T
FP Client Service Associate
TD
Toronto, ON
- Full-time
Respond to FP/client inquiries promptly and accurately; proactively providing options and solutions including timely follow-up
Added 20 mins ago
SS
Senior Account Manager - HVAC - Ontario
Summit Search Group
ON · Ontario, Canada
- Full-time
Our client is a growing HVAC and building products organization seeking a full-time Senior Account Manager to support continued business growth across Ontario. This position will involve…
Added 20 mins ago
DI
Director, Insights
Dig Insights
ON · Ontario, Canada
- Full-time
…essential support to their team to help execute and deliver client projects. The Director is responsible for delivering a final report including strategic insights/ research findings,…
Added 20 mins ago
N
Talent Acquisition Sourcer
Nakisa
Montreal, QC
- Full-time
…technical product roles, alongside outbound searches in Customer Success and Enterprise Sales. You will also own how Nakisa shows up to candidates, from our employer brand to our presence…
Added 20 mins ago
N
Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…part of a Professional Services delivery team led by a Project Manager, who plans and manages the overall project. You will own your assigned implementation workstreams and deliverables,…
Added 20 mins ago
N
Product Manager
Nakisa
Montreal, QC
- Full-time
Join Nakisa as a Product Manager – IWMS, responsible for driving the growth, adoption, and success of Nakisa's Integrated Workplace Management System (IWMS) product portfolio, including…
Added 20 mins ago
D
National Manager, Mailroom, Warehouse & Kitting
Dynacare
Brampton, ON
- Full-time
Job Posting: National Manager, Mailroom, Warehouse & Kitting
Added 20 mins ago
T
Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 20 mins ago
LH
Senior Program Manager
LGI Healthcare Solutions
Montreal, QC
- Full-time
The Senior Program Manager is responsible for the governance and successful delivery of complex, strategic client-facing application and technology programs. They ensure that the various…
Added 20 mins ago
N
Product Manager - Accounting
Nakisa
Montreal, QC
- Full-time
As a Product Manager - Accounting, you will be responsible for managing and evolving Nakisa’s accounting products within the Accounting line of business. You will help define product…
Added 20 mins ago
C
Product Support Specialist
CanDeal
Toronto, ON
- Full-time
Reporting to the Manager, Client Services and Operations, the Product Support Specialist provides institutional client and dealer support by understanding what is important to marketplace…
Added 32 mins ago
Senior Sales Account Manager, CPG
Amazon
Toronto, ON
We’re looking for a results oriented Senior Sales Account Manager on our CPG business who is passionate about partnering with our advertisers, educating them and helping to solve ambiguous…
Added 32 mins ago
Manager, Software Development
Open Text Corporation
Waterloo, ON
As a Manager, Software Development, you will:
Added 32 mins ago
C
Project Manager - Montreal - Candidate Pool
CIMA+
Montreal, QC
- Full-time
We are seeking an experienced Project Manager to lead the planning and design of large‑scale projects for major clients in the Greater Montreal area. In this strategic role, you will…
Added 44 mins ago
Sales Coordinator
Canad Inns
Winnipeg, MB
Input client decision information based on input and direction from the Sales Manager.
Added 47 mins ago
Operations Account Manager - Facility Services
United Services Group
Gananoque, ON · Kingston, ON · Prince Edward, ON · Belleville, ON · Port Hope, ON
The opportunity to have a direct impact on client satisfaction and operational success.
Added 47 mins ago
Operations Team Lead
Circle of Care, Sinai Health
Toronto, ON
Infectious passion and commitment to Customer Success.
Added 47 mins ago
T
Actuarial Analyst
TD
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 47 mins ago
T
Senior Manager, KYC Technology and Capabilities Enablement (5579)
TD
Toronto, ON
- Full-time
…technology enablement across the KYC program within FCRM. The Senior Manager, KYC Technology Enablement will define and articulate a compelling future state vision for KYC, connect Canadian…

BMO

Client Service Associate

Vancouver, BC, Canada
FBT, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job