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Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Under the supervision of the Manager, Pediatric and Adult Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the…
Added 3 mins ago
AE
Communications Business Manager, (low voltage comms)
Able Electric 2016 Limited
Dartmouth, NS
- Full-time
Role Description The Communications Business Manager oversees all communications installation work, including structured cabling, data networks, fiber optics, security systems, and other…
Added 3 mins ago
IA
Maintenance Supervisor
IMP Aerospace & Defence
Halifax, NS
- Contract
Liaise with Facilities Manager to facilitate completion of assigned projects.
Added 4 mins ago
UH
Municipal District of Taber | Finance Clerk (Temporary)
UpSourced HR
Taber, AB
- Temporary
The Municipal District of Taber is seeking a Finance Clerk. This is a temporary, in-office position for a three (3) month contract from November 2026 to January 2027.
Added 19 mins ago
UH
Registered Nurse - Family Health Team
University Health Network
Toronto, ON
- Contract
…and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michener…
Added 19 mins ago
IB
General Manager (12 Month Contract)
Indigo Books & Music
Nelson, BC
- $52,500 to $68,500 CAD / year
- Contract
…by our culture and our mission of adding joy. Your role as a General Manager with Coles, IndigoSpirit or Smithbooks is one of collaboration, innovation, inspiration, support, and coaching…
Added 34 mins ago
Financial Services - Business Office
The Jim Pattison Auto Group
Victoria, BC
This role reports to the General Manager of the dealership.
Added 49 mins ago
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Customer Project Manager
Nokia
Ottawa, ON
- Full-time
…all stakeholder) relationships and expectations during the contract fulfilment as well as project team members / resources. Contains project risk management, and driving of improvement…
Added 49 mins ago
Southern Gulf Islands Service Delivery Coordinator - SGI Administration
Capital Regional District
Victoria, BC
Reporting to the Senior Manager, SGI Administration, this position assists with coordinating and supporting the delivery of Southern Gulf Islands Electoral Area (SGIEA) services, projects,…
Added 49 mins ago
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Service Delivery Manager, DWS Delivery - Montreal
Lenovo
Montreal, QC
- $92,000 to $140,990 CAD / year
The Service Delivery Manager (SDM) is a customer-facing role within the North America Digital Workplace Solutions (DWS) Service Management Office (SMO), reporting to the Senior Manager,…
Added 1 hour ago
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Special Project Walmart Specialist
Scandinavian Building Services
Barrie, ON
- Contract
This is a contract position and the Contract Term is until April 30,2027
Added 1 hour ago
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Project Manager
EllisDon
Mississauga, ON · ON · Ontario Projects
- Full-time
Submit project reports to General Manager, Senior Manager and communicate with management about project progress and areas of risk that need to be escalated
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Software Developer, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
…unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you…
Added 1 hour ago
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Senior Project Manager
Symtech Innovations Ltd.
Richmond Hill, ON
- Full-time
Reporting to Senior Management, the Senior Project Manager leads the delivery of large ICI electrical projects from kickoff through closeout, managing internal and external stakeholders to…
Added 1 hour ago
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Data Analyst
OPTrust
Toronto, ON
- Contract
Identifying and documenting trends in data problems and passing on information and suggestions regarding improved data handling to senior staff and manager.
Added 1 hour ago
FC
Director of Construction
Fortis Construction Group Inc.
Windsor, ON
- Full-time
Fortis Construction Group Inc. is one of Ontario’s leading general contractors. We are backed by over 40 years of experience and with three offices located in Windsor, London, and Toronto,…
Added 1 hour ago
TS
Senior Project Manager
TalentSphere Staffing Solutions
Vaughan, ON
- Full-time
Our client is a well-established ICI general contractor specializing in technically complex construction projects across the GTA and surrounding areas. Their work includes science and…
Added 1 hour ago
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General Financial Analyst
SkyAlyne
Ottawa, ON
- $38 to $45 CAD / hour
- Contract
The General Financial Analyst provides expertise in financial analysis and day-to-day reporting operations. The responsibilities for this role will focus on revenue recognition, financial…
Added 1 hour ago
Tunneling Project Manager (Construction)
PACT
ON · Mississauga, Ontario
PACT (Pearson Accelerator Construction Team) is a General Partnership of Alberici, Amico, Kenaidan, and Obayashi, supported by design partners Egis, Mott MacDonald, and Weston Williamson +…
Added 1 hour ago
SI
Senior Manager, Corporate Administration / Gestionnaire principal, administration corporative
Sport Integrity Canada/ Sport Intégrité Canada
Ottawa, ON
- Full-time
Reporting to the Director, Finance, Human Resources and Administration, the Senior Manager, Corporate Administration provides leadership in the implementation of corporate priorities and…
Added 2 hours ago
FT
Program Manager - School of Community Studies - Temporary
Fanshawe Toronto@ILAC
London, ON
- Full-time
Reporting to the Associate Dean, the Program Manager, School of Community Studies is accountable for identifying, developing, marketing, staffing, supporting and evaluating a number of…
Added 2 hours ago
EI
Project Health Safety Environment Manager
ExcelGens, Inc.
QC · Laterrière, QC
- Contract
Contract: 12 months initially, with potential for extension based on project requirements
Added 2 hours ago
Program Manager
Fairbanks Morse Defense
Peterborough, ON
Fairbanks Morse is looking for a Program Manager to join our team.
Added 2 hours ago
SN
142R1-26-4 Registered Nurse – Contract (12 months)
Six Nations
Ohsweken, ON
- Full-time
JOB SUMMARY: The Registered Nurse reports to and works under the direction and supervision of the Manager of Iroquois Lodge. The purpose of the Registered Nurse – Charge Nurse is to provide…
Added 2 hours ago
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Associate Vice President, Product and Underwriting, Small Business Insurance
TD
Toronto, ON · Montreal, QC
- Full-time
Own commercial policy contract wordings and provide coverage interpretation to business partners and stakeholders.

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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