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Added 18 mins ago
C
Account Representative- Sales Training Program (Vancouver) October 2026
CDW
Vancouver, BC
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 18 mins ago
BA
RECONDITIONING ADVISOR
Birchwood Automotive Group
Headingley, MB
- Full-time
Reporting Relationship: This position reports directly to the Reconditioning Advisor Lead.
Added 47 mins ago
CU
Analytics and Process Administrator
Carleton University
Ottawa, ON
- Other
…is one of Canada’s most resourceful and productive hubs of learning and research, fuelling a rich talent pipeline that is supporting social and economic renewal. The university’s smart,…
Added 47 mins ago
CF
Policy Service Coordinator
CI Financial
Toronto, ON
- Full-time
…ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at…
Added 49 mins ago
YU
Sessional Faculty, Theory, Bachelor of Science in Nursing - BScN Program
Yorkville University
Sackville, NB
- Part-time
…expanding access. Together, we deliver flexible, industry-informed learning that leads to meaningful…
Added 1 hour ago
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Advisor, Analytics Consulting
TransUnion
Burlington, ON
- Full-time
As an Advisor, Analytics Consulting, you will serve as the primary delivery lead for client-contracted analytics consulting engagements focused on credit risk management and business…
Added 1 hour ago
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Business Succession Advisor
TD
Vancouver, BC
- Full-time
The Business Succession Advisor is responsible for providing specialized business owner and succession planning advice within an assigned Private Wealth Management territory. The role…
Added 1 hour ago
T
KYC Business Insights & Enablement
TD
Toronto, ON · Markham, ON
- Full-time
Act as a trusted advisor on KYC data and reporting.
Added 1 hour ago
S
Beauty Advisor - Flex
Sephora
Toronto, ON
- $18.2 to $21.4 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
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Business Development Manager – Substation Services & Lifecycle Solutions
Hitachi
Montreal, QC · London, ON · AB · BC · (HE)Office_ON, Stoney Creek
- Full-time
Position the organization as a trusted advisor for asset lifecycle management and modernization planning.
Added 1 hour ago
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Human Capital Data Advisor
MNP
Calgary, AB
- Full-time
Make an impact with our Human Capital team as a Human Capital Data Advisor. This diverse team of professionals are dedicated to cultivating and fostering our firm’s unique culture and…
Added 1 hour ago
IW
Director Threat Intelligence
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 1 hour ago
IW
Director Threat Intelligence
IG Wealth Management
ON · Ontario, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 1 hour ago
PB
Senior Specialist, Payroll and Benefits
Pacific Blue Cross
Burnaby, BC
- Full-time
…of complex payroll and benefits activities, act as a trusted advisor to stakeholders, and serve as a key backup to the Manager, Payroll and…
Added 2 hours ago
Senior Regional Insurance Manager, Omni Channel Distribution, Ontario
Scotiabank
Hamilton, ON
Serve as a trusted advisor and subject matter expert for regional sales leaders and distribution partners.
Added 2 hours ago
Wealth Management - ScotiaMcLeod Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
…play an integral role in the team, working directly with an Advisor(s) and team members supporting business development activities, day-to-day administration and other special projects and…
Added 2 hours ago
Client Advisor, Personal Insurance, Client Assist Team
Acera Insurance Services Ltd.
Fort McMurray, AB
Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
Added 2 hours ago
CC
Financial Services Advisor I
Conexus Credit Union
Tisdale, SK
- Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 2 hours ago
LC
Outbound Capital Account Executive
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Build a trusted advisor relationship with your customers and identify where Financial Service opportunities lie across your book of business;
Added 2 hours ago
AF
Mastery Coach, Regional
ATB Financial
Calgary, AB
- Full-time
Mastery Coaches empower advisors, advisor teams, and leaders to reach their full potential at all stages of their career journey. Through personalized coaching, strategic Learning &…
Added 2 hours ago
S
Migration Strategist
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Serve as the senior migration advisor for executive steering committees and governance forums.
Added 2 hours ago
CD
Educational Advisor - Language of Instruction and Reception (Secondary)
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Montreal, QC
- Full-time
Being an educational advisor means supporting the development of effective and innovative teaching practices to promote student success and engagement.
Added 2 hours ago
AF
Practice Management Strategist
ATB Financial
Calgary, AB
- Full-time
…practice frameworks, and integrating external systems to enhance advisor capacity and performance. Acting as a program lead, you will collaborate closely with the learning team, leadership,…
Added 2 hours ago
C
Global WASH Advisor - Africa Region (Calgary Based)
CAWST
Calgary, AB
- Full-time
The Global WASH Advisor (Africa) is part of the Global Services team at CAWST. In this position, you will focus on bringing your talents and experience to deliver high-quality water,…
Added 2 hours ago
C
Global WASH Advisor - Francophone Africa (Calgary Based, French Required)
CAWST
Calgary, AB
- Full-time
The Global WASH Advisor (Francophone Africa) is part of the Global Services team at CAWST. In this position, you will focus on bringing your talents and experience to deliver high-quality…

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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