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Added 7 mins ago
C
Engagement Manager - Aerospace Sector
Capgemini
Montreal, QC
- $76,336 to $166,552 CAD / year
Responsable d’Engagement (Engagement Manager) – Secteur Aérospatial
Added 17 mins ago
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Product Manager
Morningstar
Toronto, ON
- Full-time
We are seeking a Product Manager with strong business analysis and data analysis skills to lead the development and ongoing enhancement of managed investment calculation capabilities.
Added 2 hours ago
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Senior Generalist, Corporate HR & Total Rewards
B2GOLD
Vancouver, BC
- $120,000 to $145,000 CAD / year
Reporting to the Manager, Corporate HR and Manager, Total Rewards, the Senior Generalist provides operational, analytical and administrative support for a wide range of HR and Total Rewards…
Added 2 hours ago
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Supervisor, End User Services
Vale
Canada
- Full-time
Reporting to the Manager, IT Infrastructure & End User Services, the Supervisor, End User Services is accountable for the reliable and cost-effective delivery of workplace, end-user, field…
Added 3 hours ago
CG
Manager, Learning & Development
Compass Group Canada
Mississauga, ON
- Full-time
The salary range for this position is $100,000 to $120,000 plus a competitive bonus and incentive package. Final compensation will be determined based on relevant skills, experience,…
Added 5 hours ago
TI
Client Services Representative (CSR)
Trane Italia
Burnaby, BC
- Full-time
…for the Region’s service business. Reporting to General Sales Manager in BC, this role sits on the Sales team and partners closely with Sales. Responsible for contract renewal, scope…
Added 5 hours ago
IW
Project Manager
ICONIX Waterworks
Winnipeg, MB
- Other
As a Project Manager, Municipal Infrastructure & Strategic Pursuits, you will support ICONIX’s growth in municipal water infrastructure projects across Canada. This role combines project…
Added 5 hours ago
AB
Senior Technical Project Manager - Demonware - Vancouver, BC
Activision Blizzard, Inc.
Vancouver, BC
- Full-time
We are looking for a talented Senior Technical Project Manager to join the Game Services Department at Demonware. You will work closely with internal partners, game development studios and…
Added 5 hours ago
TH
Fleet Lot Attendant
The Humberview Group
Mississauga, ON
- Full-time
Rewards & Bonuses – Referral bonuses up to $2,000 and incentive programs.
Added 5 hours ago
TH
Lot Attendant
The Humberview Group
Toronto, ON · Etobicoke, ON
- Full-time
Rewards & Bonuses – Referral bonuses up to $2,000 and incentive programs.
Added 6 hours ago
S
Enterprise Project Manager
Staffbase
Canada
- $138,000 to $160,000 CAD / year
Competitive Compensation - we offer attractive salary packages including LTIP (unit-based Long Term Incentive Plan)
Added 6 hours ago
S
Enterprise Project Manager
Staffbase
Toronto, ON
- $138,000 to $160,000 CAD / year
Competitive Compensation - we offer attractive salary packages including LTIP (unit-based Long Term Incentive Plan)
Added 7 hours ago
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Manager, GTM Evolution
lululemon
Vancouver, BC
- Full-time
This person will ensure on-time delivery of workstreams, raise risks and flags to the GTM Evolution leadership team as well as lead complex and impactful initiatives and work-streams…
Added 7 hours ago
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Manager, GTM Evolution
lululemon
Vancouver, BC
- Full-time
This person will ensure on-time delivery of workstreams, raise risks and flags to the GTM Evolution leadership team as well as lead complex and impactful initiatives and work-streams…
Added 7 hours ago
TT
Client Services Representative (CSR)
Trane Technologies
Burnaby, BC
- Full-time
…for the Region’s service business. Reporting to General Sales Manager in BC, this role sits on the Sales team and partners closely with Sales. Responsible for contract renewal, scope…
Added 7 hours ago
W
Creative Operations Coordinator
Wynford
Toronto, ON
- Full-time
At Wynford, we create live and digital experiences for Fortune 100 and emerging clients, from incentive travel and large-scale events to workshops and product launches.
Added 7 hours ago
O
Manager, Technology Strategy & Innovation
OMERS
Toronto, ON · Head Office Toronto
- Full-time
You may also be eligible to receive an annual Incentive Award pursuant to our Short-term Incentive plan and our Long-Term Incentive plan (if applicable), and to participate in our group…
Added 7 hours ago
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Administration Associate
BMO
Burnaby, BC
- Full-time
…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…
Added 7 hours ago
M
Full-Stack Software Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Applies disciplined coding practices to enable agility and delivery of high-quality code.
Added 9 hours ago
RS
Manager, Engineering - RMJ (AI Accelerated)
Redwood Software
Toronto, ON
- $135,000 to $160,000 CAD / year
…represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable. Final compensation will be determined based on the candidate's…
Added 9 hours ago
C
Partner Program Product Manager
Cohesity
Canada
- Full-time
Develop and manage partner-facing content across the full partner program - launches, incentive introductions, requirement changes, and ongoing program updates.
Added 10 hours ago
QP
Assistant Community Manager
QuadReal Property Group
Toronto, ON
- Full-time
Reporting to the Community Manager, the Assistant Community Manager is responsible for the administration and leasing functions at the property. The Assistant Community Manager is…
Added 10 hours ago
M
Operations Supervisor (12 month Contract)
McKesson
Edmonton, AB
- Full-time
Analyzes operating and delivery procedures, systems and schedules and all other distribution centre activities to identify potential efficiency improvements and cost savings. Recommends…
Added 10 hours ago
IW
Senior Manager, Solution Architect
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Sr Manager, Architect is accountable for end-to-end solution architecture for major initiatives. Translates business and application needs into architecture patterns, systems…
Added 10 hours ago
IW
Senior Manager, Solution Architect
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Sr Manager, Architect is accountable for end-to-end solution architecture for major initiatives. Translates business and application needs into architecture patterns, systems…

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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