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Added 25 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Lethbridge, AB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 25 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Vaudreuil-Dorion, QC
- Contract
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 25 mins ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
Hamilton, ON
- Full-time
Position Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you…
Added 25 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Montreal, QC
- Contract
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 1 hour ago
T
CEA
TD
Port Colborne, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
T
Customer Experience Associate-1
TD
Virgil, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 1 hour ago
CA
Leasing Manager
Centurion Associates Inc
AB · Edmonton, AB
- Full-time
Provide direct leadership, coaching, and ongoing performance feedback to a team of Leasing Agents. Also, liaise with Associate Director of Leasing and Asset Managers on field feedback.…
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - Kingsway Mall
Groupe Dynamite
AB · Edmonton, AB
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 1 hour ago
GD
GARAGE - Seasonal Sales Associate - Kingsway Mall
Groupe Dynamite
AB · Edmonton, AB
- Temporary
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 1 hour ago
L
Seasonal Store Associate CAN
Läderach
Toronto, ON
- Part-time
A Part-Time Seasonal Läderach Store Associate is a brand ambassador, passionate about providing a wonderful shopping experience for Läderach customers. The ideal Seasonal Store Associate is…
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - CrossIron Mills
Groupe Dynamite
Rocky View No 44, AB · Rocky View County, AB
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 1 hour ago
TC
Operational Excellence Analyst
Toyota Credit Canada Inc.
Markham, ON
- Full-time
…effective countermeasures that enhance quality, efficiency, and customer satisfaction. This role contributes significantly to building organizational capability, establishing standard work…
Added 2 hours ago
TH
Receiving Associate: Full Time - CAMPBELL RIVER
The Home Depot Canada
Campbell River, BC
- Full-time
…receiving to designated staging areas. A successful Receiving Associate must have a high level of work commitment, attention to detail and the ability to learn and follow procedures.…
Added 2 hours ago
TH
Kitchen and Bath Sales Associate Part-Time - 7255 Cranbroook
The Home Depot Canada
Cranbrook, BC
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 2 hours ago
TH
Merchandising Associate: Full Time (6M Contract) - VANCOUVER
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 2 hours ago
RA
Associate (Part-Time)
Red Apple Stores ULC
Bonnyville, AB
- Part-time
Responsibilities include assisting the Store Manager in all areas of store operations including but not limited to:
Added 2 hours ago
D
Team Leader
Dollarama
Mercier, QC
- Full-time
As part of the management team, the Team Leader provides support to the Store Manager and Assistant Store Manager in overseeing daily retail store operations.
Added 2 hours ago
TH
Receiving Associate Part Time - 7052 Regina
The Home Depot Canada
Regina, SK
- Part-time
…receiving to designated staging areas. A successful Receiving Associate must have a high level of work commitment, attention to detail and the ability to learn and follow procedures.…
Added 2 hours ago
PC
Area Manager - M&M Food Market
Parkland Corporation
Calgary, AB
- Full-time
We are currently recruiting for an Area Manager with previous multi-unit management experience in a corporate and/or franchise system. This position coversAlberta, British Columbia and…
Added 2 hours ago
B&
Retail Store Manager-Lloyd Mall
Bath & Body Works
Lloydminster, AB
- $64,200 to $83,510 USD / year
- Full-time
As a Store Manager, you will have the opportunity to develop outstanding associates, deliver exceptional and consistent customer experiences, and positively impact growth. Our store leaders…
Added 2 hours ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
PC
Area Manager - M&M Food Market
Parkland Corporation
AB · Edmonton, AB
- Full-time
We are currently recruiting for an Area Manager with previous multi-unit management experience in a corporate and/or franchise system. This position coversAlberta, British Columbia and…
Added 3 hours ago
QP
Leasing Associate, New Developments, Residential
QuadReal Property Group
Vancouver, BC
- Full-time
The Leasing Associate will support the successful lease-up of new residential developments across the Greater Vancouver Area. Reporting to the Assistant Leasing Manager, New Developments,…
Added 3 hours ago
NY
Nyf supervisor Hourly-Rest. Management
New York Fries
Hornby, ON
- Full-time
All our Associates work together to help each other succeed. All our teams work together to deliver the Perfect Guest Experience to our Guests each and every time. At New York Fries, we…

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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