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Added 1 min ago
Delivery Specialist
Rogers Communications
Toronto, ON · Montreal, QC · Longueuil, QC · ON · BC · Winnipeg, MB · Brandon, MB · Saint John, NB · Oromocto, NB · Dieppe, NB · Fredericton, NB · Bathurst, NB · Shediac, NB · Edmundston, NB · Beresford, NB · Miramichi, NB · Moncton, NB · Caraquet, NB · Timmins, ON · Sudbury, ON · Hamilton, ON · Barrie, ON · Guelph, ON · Cornwall, ON · Brantford, ON · Thunder Bay, ON · Kingston, ON · Pembroke, ON · Sault Ste. Marie, ON · Stratford, ON · St. Thomas, ON · Peterborough, ON · North Bay, ON · Belleville, ON · London, ON · Windsor, ON · Orillia, ON · Ottawa, ON · Oakville, ON · Mississauga, ON · Brampton, ON · Tillsonburg, ON · Collingwood, ON · Burlington, ON · Kitchener, ON · Oshawa, ON · Sarnia, ON · Markham, ON · Aurora, ON · Kincardine, ON · Owen Sound, ON · Ajax, ON · Cambridge, ON · Richmond Hill, ON · Waterloo, ON · Bracebridge, ON · Russell, ON · Niagara Falls, ON · Newmarket, ON · Midland, ON · St. Catharines, ON · Pickering, ON · Orangeville, ON · Milton, ON · Whitby, ON · Woodstock, ON · Mont-Royal, QC · Dorval, QC · Pointe-Claire, QC · Brossard, QC · Joliette, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Vaudreuil-Dorion, QC · Terrebonne, QC · Quebec, QC · Rosemère, QC · Repentigny, QC · Laval, QC · Levis, QC · Châteauguay, QC · Trois-Rivières, QC · Gatineau, QC · Sherbrooke, QC · Granby, QC · Blainville, QC · Boisbriand, QC · Beloeil, QC · Saint-Jean-sur-Richelieu, QC · Saint-Bruno, QC · Regina, SK · Saskatoon, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Duncan, BC · Whistler, BC · Penticton, BC · Chilliwack, BC · Squamish, BC · Abbotsford, BC · Cranbrook, BC · Vernon, BC · Nanaimo, BC · Courtenay, BC · Campbell River, BC · Kamloops, BC · Coquitlam, BC · Burnaby, BC · North Vancouver, BC · Port Coquitlam, BC · Surrey, BC · Vancouver, BC · New Westminster, BC · Richmond, BC · Kelowna, BC · Sydney Indian Reserve No. 28A, NS · Yarmouth Indian Reserve No. 33, NS · Concord, ON · Georgetown, ON · Trenton, ON · Maple, ON · Pefferlaw, ON · Stouffville, ON · Orleans, ON · Thornhill, ON · Port Perry, ON · Bowmanville, ON · Courtice, ON · Woodbridge, ON · Keswick, ON · Tsawwassen, BC · Liverpool, NS · Fort McMurray, AB · Charlottetown, PE · Little Britain, ON · St. Peter's, NS · New Minas, NS · Ancaster, ON · Keddys Corner, NS · Port Williams, NS · Corner Brook, NL · Medicine Hat, AB · Summerside, PE · Mount Pearl, NL · Halifax, NS · St. John's, NL · Sherwood Park, AB · Truro, NS · Brooks, AB · Airdrie, AB · Grand Falls-Windsor, NL · Red Deer, AB · Dartmouth, NS · Canmore, AB · Strathmore, AB · Wetaskiwin, AB · Okotoks, AB · Bedford, NS · Gander, NL · Fort Saskatchewan, AB · Cochrane, AB · Camrose, AB · Edmonton, AB · Amherst, NS · Rocky View No 44, AB · St. Albert, AB · Grande Prairie, AB · Lower Sackville, NS · Calgary, AB · Lethbridge, AB · Kawartha Lakes, ON · NS · Chatham-Kent, ON · NB · PE · Rocky View County, AB · Langley, BC · West Vancouver, BC · Grand-Sault/Grand Falls, NB · McLeods, NB · Saint-Basile, NB · Glace Bay, NS · St Peters, NS · Sydney, NS · Yarmouth, NS · Bradford, ON · Chatham, ON · Dundas, ON · East York, ON · Etobicoke, ON · Fenelon Falls, ON · Gloucester, ON · Kanata, ON · Nepean, ON · North York, ON · Scarborough, ON · Simcoe, ON · Stittsville, ON · Unionville, ON · Waterdown, ON · York, ON · Bloomfield Station, PE · Anjou, QC · Lachine, QC · Lasalle, QC · Saint-Hubert, QC · Saint-Laurent, QC · Saint-Leonard, QC
The Delivery Specialist is the point of contact for customers, sales channels, and business support teams, in the delivery of new products and services acquired by SMB segment customers.…
Added 1 min ago
B
Customer service Representative
BMO
Toronto, ON
- Part-time
…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…
Added 16 mins ago
CC
Production Worker - Seasonal (2 Months)
Coca-Cola Canada Bottling Limited
Richmond, BC
- Contract
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 17 mins ago
SE
New Grad Program - Senior Specialist I, Online Marketing (12 month contract) (CL2/TB4)
Samsung Electronics
Mississauga, ON
- Full-time
Lead the end-to-end planning, coordination, and execution of Samsung Canada's Live Commerce (LVC) program to drive customer engagement, product awareness, and online sales.
Added 31 mins ago
AU
International Enrolment Specialist
Algoma University
Sault Ste. Marie, ON
- $63,377 to $79,222 CAD / year
Temporary (1-year contract), Full-Time (35 hrs/week)
Added 31 mins ago
B
Sr. Manager, Intelligent Business Process
BMO
Toronto, ON · FCP
- Full-time
…(but are not limited to) fulfillment, operations, services, sales,…
Added 31 mins ago
B
Private Banking Officer, Sales
BMO
Calgary, AB · CALG
- Full-time
…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…
Added 47 mins ago
KT
Front Counter Sales Representative - Winnipeg South
Kal Tire
Winnipeg, MB
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store - helping customers choose the right products and services while keeping things moving. This is a…
Added 47 mins ago
FC
Fund Tax Manager (Contract until January 2028)
Fidelity Canada
Toronto, ON
- Full-time
You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
Added 47 mins ago
Production Worker - Seasonal (2 Months)
CONA Services
Richmond, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 47 mins ago
Production Worker - Seasonal (2 Months)
CONA Services
Richmond, BC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 1 hour ago
CF
Seasonal Guest Services Representative CF Polo Park - Winnipeg - Part Time Contract
Cadillac Fairview
Winnipeg, MB
- Part-time
…business and may be required to stand for extended periods of…
Added 1 hour ago
TO
Sales Coordinator 12-Month Contract
Tree of Life Canada
Calgary, AB
- Full-time
Reporting to the Sales Shared Services Supervisor, the primary responsibility for the position is to provide administrative & sales support to the Regional Customer Development team while…
Added 1 hour ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Up to $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 1 hour ago
I
Seasonal Customer Experience Representative
Indigo
AB · Edmonton, AB
- $15 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 1 hour ago
Dispatch Coordinator
PFX Group
Milton, ON
…reliability, and a commitment to sustainability. Join us and be part of a team that’s redefining what’s possible in fluid…
Added 1 hour ago
Sales Coordinator- Mat Leave Coverage
Northland Properties
Saskatoon, SK
We are seeking a dynamic Sales Coordinator person to join our team. This unique individual must possess excellent organization and communication skills in customer relations, Sales…
Added 1 hour ago
JI
Corporate Category Planner (12-month Contract)
J.D. Irving, Limited
Dieppe, NB
- Full-time
Opportunities to take part in job related training and development
Added 1 hour ago
Store Associate
Sherwin-Williams
Abbotsford, BC
…excellent customer service, while consistently meeting the store’s sales…
Added 1 hour ago
CR
Refrigeration Journeyman - HVAC Specialist
CIMCO Refrigeration
Brandon, MB
- Full-time
Conduct contract maintenance visits, inspections, site assessments, and respond to service requests
Added 1 hour ago
B
Associate Vice President, Advisor Sales, Global Asset Management
BMO
Vancouver, BC · WGA
- Full-time
…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…
Added 1 hour ago
B
Représentant service à la clientèle
BMO
Boucherville, QC
- Part-time
…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…
Added 1 hour ago
J
Marketing and Partnerships Specialist
JLL
Vaughan, ON · CAN-CLIENT Vaughan-Vaughan Mills
- Full-time
Develop and implement strategic destination marketing plans to increase traffic and stimulate retailer sales
Added 1 hour ago
Sales Associate
Rogers Communications
Toronto, ON
…commitment to doing what’s right for our customers needs, every…
Added 1 hour ago
Sales Associate
Rogers Communications
Toronto, ON · Calgary, AB
…commitment to doing what’s right for our customers needs, every…

BMO

Client Service Associate

Vancouver, BC, Canada
FBT, Canada

Full-time

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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.

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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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