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Added 4 mins ago
TA
Manager, Marketing & Communications
Take a Hike Foundation
Vancouver, BC
- Full-time
Take a Hike Foundation is seeking a Marketing & Communications Manager to become part of our Development Team. We are looking for a seasoned and skilled marketer and digital media expert to…
Added 4 mins ago
LF
Dealer Development Manager, SecureDrive (Business Development/Sales) - Edmonton
LGM Financial Services
AB · Edmonton, AB
- Full-time
…used-vehicle protection products that combine performance, technology, and dealer…
Added 4 mins ago
PH
Anesthesia Assistant BCWH
Provincial Health Services Authority
Vancouver, BC
- Full-time
…Anesthesia (BCWH) and under the authority of the Birthing Program Manager and the Respiratory Therapy Professional Practice Leader; the Anesthesia Assistant performs clinical and technical…
Added 5 mins ago
EC
Project Coordinator
EnGlobe Corp.
Moncton, NB
- Full-time
…impressed me is the culture of knowledge sharing and mutual support between colleagues, which enables rapid growth within the team. - Geotechnical Project…
Added 5 mins ago
FH
Manager, Informatics
Fraser Health
Surrey, BC
- Full-time
The Manager, Informatics is responsible for providing leadership in the development, implementation and uptake of health informatics, clinical and corporate information systems within…
Added 19 mins ago
NS
Scan for Safety Digital Operations Manager B8A
NHS Scotland
Saskatoon, SK
- Contract
The Scan for Safety programme promotes patient safety and aims to support NHS Boards in fulfilling new legal requirements currently being introduced. A cornerstone of Scan for Safety is the…
Added 19 mins ago
CR
restaurant manager
Chuck's Roadhouse Bar & Grill
North Bay, ON
- Full-time
Added 20 mins ago
K
Learning Solutions Specialist
KPMG
AB · Ottawa, ON · Vaughan, ON · Vancouver, BC · Halifax, NS · Calgary, AB · ON · Toronto, Ontario · Edmonton, Alberta
- Full-time
…skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a…
Added 49 mins ago
UO
Instructional Support Coordinator – WE Accelerate
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
Inform the Senior Manager, Work-Integrated Learning Programs of changes/trends in student support issues; suggest improvements to the student support system
Added 49 mins ago
UO
Undergraduate Coordinator
University of Waterloo
Waterloo, ON · Mathematics & Computer
- Full-time
Accountable to the Student Services Manager for front line student support and triage, enrollment activities, and administrative support of the course teaching activities of the Faculty.…
Added 49 mins ago
UO
Project Manager, WUSA
University of Waterloo
Waterloo, ON · General Services Complex
- Full-time
Contributes to WUSA's annual and multi-year capital planning cycles by providing project information, analysis and recommendations related to facility renewal, deferred maintenance, and…
Added 49 mins ago
UO
Director, Information Systems
University of Waterloo
Waterloo, ON
- Full-time
The Director, Information Systems, is responsible for planning, design, development, implementation and support of sustainable and secure information system and technology services to the…
Added 49 mins ago
UO
Co-op Advisor
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
Provide support to students, leveraging Account Manager and employer relationships where needed.
Added 49 mins ago
UO
Manager, Identity and Access Management
University of Waterloo
Waterloo, ON
- Full-time
Information Systems and Technology - Information Security Services
Added 49 mins ago
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Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
Teleperformance is a leading provider of customer experience management, offering premier omnichannel support to top global companies. Our diverse service locations, including on-site and…
Added 49 mins ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
Teleperformance is a leading provider of customer experience management, offering premier omnichannel support to top global companies. Our diverse service locations, including on-site and…
Added 1 hour ago
CO
ANALYST, TRANSIT
City of Brampton
Brampton, ON
- Full-time
…in the survey will have no impact on hiring decisions. All information collected is confidential and will not be shared with the hiring manager. The surveys will be anonymized and will be…
Added 1 hour ago
TC
Project Manager
ThirdEye CyberSecurity
Regina, SK
- Contract
Currently looking for one (1) Project Manager, with information technology experience. This Project Manager will manage the implementation of clinically focused information technology…
Added 1 hour ago
TH
Lumber Sales Part Time - TORONTO CURITY
The Home Depot Canada
Toronto, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
Added 1 hour ago
TH
Lumber Sales Part Time - TORONTO DUFFERIN & STEELES
The Home Depot Canada
Toronto, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
Added 2 hours ago
FS
Area Safety Manager
First Student
Toronto, ON
- Full-time
Provide safety-related guidance to location leadership, the Area Training Manager and Recruiting to support driver onboarding, where appropriate. Trainer staffing, recruitment, onboarding…
Added 2 hours ago
H(
Analyst, Pension Accounting Operations (12 month Contract)
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $71,000 to $109,000 CAD / year
- Full-time
Reporting to the Manager, Pension Accounting Operations, the Analyst is responsible for the overall administration and financial integrity of the pension contributions function. As the…
Added 2 hours ago
TW
Manager-In-Training
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
Oshawa, ON
- Full-time
New: Maternity Leave Top-Up Program We're proud to introduce a new benefit designed to support employees during one of life's most important milestones. Our Maternity Leave Top-Up Program…
Added 2 hours ago
CP
Full Stack Solutions Developer
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
We are seeking a Full Stack Solution Developer for our Pension Solutions team. Reporting to the Manager, Enterprise Automation, the Full Stack Solutions Developer will collaborate closely…
Added 2 hours ago
A
Licensing Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
Candu Energy Inc. is looking to hire a Licensing Engineer for a full-time regular position. This role will provide support to all licensing activities, including interfacing with all…

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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