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Added 55 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Escalates complex or unresolved customer situations to managers as required.
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 1 hour ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 1 hour ago
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Customer Operations Manager
Novartis
Toronto, ON
- Full-time
The Customer Operations Manager serves as the primary operational contact for healthcare institutions and healthcare professionals across the Radioligand Therapy (RLT) portfolio. The role…
Added 2 hours ago
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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 3 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 3 hours ago
SS
Financial Risk Audit Manager, Vice President
State Street
Toronto, ON
- Full-time
…leaders. You’re analytical, collaborative, and comfortable leading complex reviews in a fast‑paced…
Added 4 hours ago
BT
Standards and Training Specialist
Baker Tilly Canada
Peterborough, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 4 hours ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Added 4 hours ago
W
Principal Product Manager - Workday AI - Agent Factory
Workday
Vancouver, BC · Canada, BC, Vancouver
- Full-time
…0-to-1 team inside Workday: identifying high-conviction bets in complex, regulated domains like finance and HCM, then building production-grade agents that will become revenue lines. Our…
Added 4 hours ago
WM
Managing Consultant - Gas & LNG (Americas)
Wood Mackenzie
Calgary, AB · CA-Calgary-Office
- Full-time
Now, with the world’s energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That’s why we’ve redefined what’s possible with…
Added 4 hours ago
SL
Data Scientist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Reporting to the Data Science Manager as a Data Scientist you will focus on supporting Canadian business units in accelerating the growth and application of advanced analytics in driving…
Added 5 hours ago
AH
Administrative Support V
Alberta Health Services
AB · Edmonton, AB
- Full-time
The Administrative Support V is an advanced position providing direct support to the Manager of Site Operations which oversees a diverse portfolio which includes the Site Integrated…
Added 5 hours ago
TC
Senior Financial Analyst/ ERP Support Analyst (1 Year Contract)
The Corporation of the City of Markham
Markham, ON
- $102,464 to $143,867 CAD / year
- Full-time
- Temporary
…Division of the Finance Department. Reporting to the Senior Manager, this dual role is responsible for the preparation, analysis, implementation and monitoring of the departmental operating…
Added 5 hours ago
P
Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
As an Indirect Tax Senior Manager – Recovery, you’ll work as part of a team of problem solvers, planning, leading and delivering indirect tax recovery engagements for a diverse client base.…
Added 5 hours ago
GW
Profit Manager - Gibbons Whistler, BC
Gibbons Whistler
Whistler, BC
- $85,000 to $100,000 CAD / year
…company by turning financial insight into action. The Senior Manager, Profit will lead the Offerings, Pricing, Scheduling and Audit/Analytics functions and coordinate the company-wide…
Added 5 hours ago
E
US Corporate Tax - Waterloo - Manager
EY
London, ON
- Full-time
As a US Tax Manager in EY’s U.S. Tax Practice, you’ll lead and supervise complex tax engagements, delivering high‑quality compliance services and innovative tax planning for multinational…
Added 5 hours ago
I-
Senior Manager
IFG - International Financial Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client, a mid size accounting firm, is looking for a Senior Manager, Assurance to join their team. If you are passionate about accounting, assurance, corporate and personal tax prep,…
Added 5 hours ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 5 hours ago
B
Marketing Campaign Execution Manager
Blend
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Our Fortune 100 financial services client is seeking a Manager of Marketing Planning & Delivery to support their banking partner, a large Canadian national bank. This role will help drive…
Added 6 hours ago
W
Associate Client Advocate (Account Manager) - Natural Resources
WTW
Calgary, AB
- Full-time
Coordinate audits, policy reviews, accounting issue resolution, aged receivables, bad debt management, surplus lines documentation, invoicing, certificates of insurance, and auto…
Added 7 hours ago
WS
Proj Financial Controller EPMO
Workplace Safety and Insurance Board (WSIB)
ON · Ontario, Canada
- Full-time
Research and assess complex accounting and financial issues, identifying risks and opportunities.
Added 7 hours ago
LL
Manager, Finance, Permanent Full-Time
Lac La Biche County
Lac la Biche, AB
- Full-time
Lac La Biche County is seeking an experienced and collaborative financial leader to join our Corporate Services Division as Manager, Finance.
Added 8 hours ago
NN
Pricing Manager
Novo Nordisk
Mississauga, ON
- Full-time
As our new Pricing Manager, you will play a pivotal role in shaping how Novo Nordisk's portfolio is priced, listed, and accessed across Canadian public and private markets. From pre-launch…
Added 8 hours ago
CO
Financial Analyst
City of Nanaimo
BC · British Columbia, Canada
- Full-time
Applicants must have a minimum 4 years’ experience in a variety of complex accounting practices in a computerized environment as well as completion of a recognized British Columbia…

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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