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Added 2 mins ago
R
VP, Strategy and Operations
RELX
Toronto, ON · Canada - Toronto (Sheppard Ave)
- Full-time
…broad expertise across procurement strategy, technology and operations. Works independently, sets direction for others and mentors junior members of the team. The role carries no direct…
Added 2 hours ago
E
US Corporate Tax - Waterloo - Manager
EY
London, ON
- Full-time
…and partnership tax returns for clients with international…
Added 4 hours ago
CB
Senior Estimator
Clark Builders
Calgary, AB
- Full-time
…Estimating services to aid and support the Project Development, Operations and Estimating departments. The Senior Estimator will be part of the Estimating and Project team environments and…
Added 6 hours ago
S-
Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank - Global Banking and Markets
Calgary, AB
- Full-time
…include the majors, independent producers ranging in size from junior to senior, national oil companies, and companies in the midstream, pipeline and Energy Transition…
Added 7 hours ago
MR
Senior Bookkeeper
MoveSmart Rentals
Vaughan, ON
- Full-time
MoveSmart Rentals is hiring an experienced Senior Bookkeeper to maintain complete, accurate, and well-organized financial records across our Canadian operations.
Added 7 hours ago
MR
Senior Bookkeeper
MoveSmart Rentals
Mississauga, ON
- Full-time
MoveSmart Rentals is hiring an experienced Senior Bookkeeper to maintain complete, accurate, and well-organized financial records across our Canadian operations.
Added 7 hours ago
MR
Senior Bookkeeper
MoveSmart Rentals
Toronto, ON
- Full-time
MoveSmart Rentals is hiring an experienced Senior Bookkeeper to maintain complete, accurate, and well-organized financial records across our Canadian operations.
Added 7 hours ago
MR
Senior Bookkeeper
MoveSmart Rentals
Newmarket, ON
- Full-time
MoveSmart Rentals is hiring an experienced Senior Bookkeeper to maintain complete, accurate, and well-organized financial records across our Canadian operations.
Added 9 hours ago
KC
Junior Funding Analyst, Investment Management
KV Capital
AB · Edmonton, AB
- Full-time
Reporting to the Director, Investment Management, the Junior Funding Analyst, Investment Management is responsible for conducting thorough review of funding conditions, preparing draws for…
Added 9 hours ago
Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank
AB · Calgary, AB
…include the majors, independent producers ranging in size from junior to senior, national oil companies, and companies in the midstream, pipeline and Energy Transition…
Added 9 hours ago
A
Corporate Development Specialist
Accenture
Toronto, ON
- Full-time
…to advise clients on strategies to transform their business operations or business model so they can crush their strategic, financial, and operational goals. As a manager, you’re a natural…
Added 9 hours ago
A
Corporate Development Specialist
Accenture
Montreal, QC
- Full-time
…to advise clients on strategies to transform their business operations or business model so they can crush their strategic, financial, and operational goals. As a manager, you’re a natural…
Added 10 hours ago
SE
Junior Purchaser
STEP Energy Services
Red Deer, AB
- Full-time
Support the standardization of PO request processes, especially for Maintenance and Operations, by ensuring clear communication, consistent forms, and alignment with internal protocols.
Added 10 hours ago
IH
Senior Accountant
Inspired HR
Calgary, AB
- Full-time
We are seeking a Senior Accountant to join our growing accounting team at our Head Office in Calgary, AB. This in-office position plays a key role in managing day-to-day financial…
Added 10 hours ago
RM
Senior Accountant
Rolling Mix Concrete
Calgary, AB
- $95,000 to $115,000 CAD / year
- Full-time
We are seeking a Senior Accountant to join our growing accounting team at our Head Office in Calgary, AB. This in-office position plays a key role in managing day-to-day financial…
Added 11 hours ago
BG
Financial Analyst
Brandt Group of Companies
Calgary, AB
- Full-time
Partner with other operations and business development teams on a need basis.
Added 11 hours ago
RY
Senior Bookkeeper
Royal York Property Management
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 11 hours ago
KR
Junior Finance Controller
Kassen Recruitment
Mississauga, ON
- $95,000 to $100,000 CAD / year
- Full-time
An established organization is looking for a Junior Finance Controller to join its finance team. This is an excellent opportunity for an accounting professional who wants to move beyond…
Added 11 hours ago
RY
Senior Bookkeeper
Royal York Property Management
Mississauga, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 11 hours ago
RY
Senior Bookkeeper
Royal York Property Management
Newmarket, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 11 hours ago
RY
Senior Bookkeeper
Royal York Property Management
Vaughan, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 12 hours ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
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…
Added 12 hours ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
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…
Added 13 hours ago
PB
Project Accountant
PCH Builders
Calgary, AB
- Full-time
As PCH Builders continues to grow, we are looking for an experienced Accountant to take ownership of accounting for PCH’s development and construction projects. This role is suited to a…
Added 15 hours ago
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Senior Mongo DBA
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Toronto, ON · Mississauga, ON
- Full-time
…Server and MongoDB. This role focuses on reliable production operations, incident resolution, and continuous improvement while working independently on complex…

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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