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Added 2 mins ago
FC
Courier Team Lead
FedEx Canada
Toronto, ON
- Full-time
This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of…
Added 2 mins ago
CU
Early Childhood Educator
Capilano University
North Vancouver, BC
- Full-time
…The questionnaire results are not connected to you or your application, and do not form part of the selection process. Simply, the goal of collecting this anonymous data is to better…
Added 2 mins ago
CU
Privacy Info Access and Records Mgmt Coord
Capilano University
North Vancouver, BC
- Full-time
…The questionnaire results are not connected to you or your application, and do not form part of the selection process. Simply, the goal of collecting this anonymous data is to better…
Added 17 mins ago
Advisor, New Technology Introduction Program
CANADIAN AIR TRANSPORT SECURITY AUTHORITY
Ottawa, ON
Coordinate new technology trials and support general deployment with all stakeholders including Airport Authorities.
Added 32 mins ago
UH
Administrative Assistant I - Ophthalmology Office
University Health Network
Toronto, ON
- Part-time
…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 32 mins ago
Recreation Therapy Associate - Rehabilitation & Supportive Care Services
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Location: Central Zone, Dartmouth General Hospital
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Associate Optometrist
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Added 32 mins ago
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Associate Optometrist
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Added 47 mins ago
HM
General Surgery
Health Match BC
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- Full-time
The Division of General Surgery at Royal Columbian Hospital is seeking acute care general surgeons to join our team. Successful candidates will be committed to patient care, resident,…
Added 48 mins ago
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Third Cook - Temporary Part-Time - Pioneer Ridge
City of Thunder Bay
Thunder Bay, ON
- Part-time
Please Note: Application reviews begin immediately, continuing until the position is filled and may close at any time.
Added 48 mins ago
CO
Quality Control & Training Specialist (Full-Time)
City of Thunder Bay
Thunder Bay, ON
- Full-time
Added 48 mins ago
NC
Profit Centre Manager
Noble Corporation
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- Full-time
…adherence to policy, growth in wallet and market share, and general maintenance and appearance of the profit centre. In addition, the Profit Centre Manager must be committed to upholding…
Added 48 mins ago
AM
Senior Vendor Technology Program Manager
Advanced Micro Devices, Inc
Markham, ON
- Full-time
…with statement of work (SOW), service license agreement (SLA), general service agreement (GSA), Non-Disclosure Agreement (NDA), and AVL enablement and…
Added 1 hour ago
HT
Internal Auditor (Business Control & IT)
Husky Technologies
Bolton, ON
- Full-time
Perform testing of IT General Controls (ITGCs), IT Application Controls (ITACs), and Information Used in Controls (IUCs).
Added 1 hour ago
TO
Part-Time Attendant II, Maintenance Helper
Town of Whitby
Whitby, ON · McKinney Centre
- Part-time
demonstrated customer service and interpersonal skills and ability to deal courteously and effectively with user groups, general public and program participants;
Added 1 hour ago
UO
Information Technology Technician
University of Waterloo
Waterloo, ON
- Full-time
Added 1 hour ago
UO
Mechanic I - Millwright
University of Waterloo
Waterloo, ON · General Services Complex
- Full-time
The Mechanic I – Millwright is assigned to the general maintenance of mechanical equipment such as HVAC units, pumps and piping systems, providing trade, job instruction and work direction…
Added 1 hour ago
UO
Analytical Lab Services Specialist
University of Waterloo
Waterloo, ON
- Full-time
This position is responsible for the provision of analytical and general chemistry services to support graduate and post-doctoral research in the Department of Chemical Engineering,…
Added 1 hour ago
UO
Technician, Structures and Materials
University of Waterloo
Waterloo, ON
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General consulting, design, assembly, and rework
Added 1 hour ago
UO
Project Manager, WUSA
University of Waterloo
Waterloo, ON · General Services Complex
- Full-time
Provides technical oversight and general review to ensure compliance with project requirements, applicable codes, and University and municipal standards.
Added 1 hour ago
UO
Academic Services Coordinator
University of Waterloo
Waterloo, ON · Pearl Sullivan Engineering Building
- Full-time
…external events etc.), special projects, data management, and general administrative duties. The position acts as a liaison with units in the Faculty of Engineering and central university…
Added 1 hour ago
UO
Graduate Recruitment Officer
University of Waterloo
Waterloo, ON · Science Teaching Complex
- Full-time
Develops and maintains general knowledge of graduate admissions process; internal and external graduate funding sources; University policies and procedures as they relate to graduate…
Added 1 hour ago
UO
Graduate Program Coordinator
University of Waterloo
Waterloo, ON
- Full-time
…Directors, occasional administrative support to the Chair, and general support to faculty in the…
Added 1 hour ago
UO
Academic Services Coordinator
University of Waterloo
Waterloo, ON · Centre Environment & Info Tech
- Full-time
…external events etc.), special projects, data management, and general administrative duties. The position acts as a liaison with units in the Faculty of Engineering and central university…
Added 1 hour ago
UO
Manager, Identity and Access Management
University of Waterloo
Waterloo, ON
- Full-time
Collaborate with staff to determine the purpose of projects, the general outcomes expected, and the required completion timeframe.

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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