Find work in Canada.

321,099 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 4 mins ago
MC
Financial Services Associate, Contact Centre (Full-Time, Hybrid)
Meridian Credit Union
St. Catharines, Ontario
- $60,000 to $64,000 CAD / year
- Full-time
Added 18 mins ago
SL
Marketing Coordinator
St. Lawrence College
ON · Ontario, Canada
- Full-time
Working within the College’s strategic marketing framework and in collaboration with the Associate Director of Global Marketing, the incumbent develops and implements multi-channel…
Added 19 mins ago
MM
Marsh Risk Early Career Program - Full Time - New Grads 2027
Marsh McLennan
Toronto, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
As a Client Relationship Associate working in client management:
Added 34 mins ago
SC
Sales Associate-Print&Services
Staples Canada
Aurora, ON
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 48 mins ago
P
Senior Marketing Coordinator
PheedLoop
Toronto, ON
- Full-time
We’re looking for a strong communicator to join our team as Senior Marketing Associate. In this role, you will translate revenue marketing priorities into well-managed, executed programs…
Added 49 mins ago
EC
Communications Fundraising Associate
Envision Community Living
Steinbach, MB
- Full-time
Employment Opportunity: Communications Fundraising Associate
Added 49 mins ago
JC
Payments Merchant Services - Relationship Manager - Senior Associate
JPMorgan Chase & Co.
Toronto, ON
- Full-time
· Bachelor’s degree in business administration, accounting, marketing or other related fields. In lieu of degree, may have relevant work experience
Added 1 hour ago
NR
Manager Strategic Communications
Niagara Region
Thorold, ON
- $121,700 to $143,170 CAD / year
- Full-time
Reporting to the Associate Director, Strategic Communications and Public Affairs, the Strategic Communications Manager provides strategic leadership and oversight for corporate…
Added 1 hour ago
QP
Leasing Associate, New Developments, Residential
QuadReal Property Group
Vancouver, BC
- Full-time
The Leasing Associate will support the successful lease-up of new residential developments across the Greater Vancouver Area. Reporting to the Assistant Leasing Manager, New Developments,…
Added 1 hour ago
I
Associate Product Manager
ITW
Tecumseh, ON
- Full-time
…and motivated individual to join our team at Tregaskiss as an Associate Product Manager based onsite at our Windsor, Ontario…
Added 1 hour ago
H
Brand Marketing Manager
Hush
Toronto, ON
- Full-time
Hush is excited to be looking for a Manager, Brand Marketing position. This is an inaugural role, giving you the opportunity to build Hush's brand marketing function from the ground up:…
Added 1 hour ago
R
Associé aux ventes internes II - Inside Sales Associate II
Resideo
Montreal, QC · LACHINE, QUEBEC
- Full-time
…capacité de négociation et compréhension des compétences en marketing Connaissance des outils de gestion de la relation client Les candidats qui s'épanouissent dans un environnement…
Added 1 hour ago
Marketing Coordinator - 6 Month Contract
The Canada Life Assurance Company
Toronto, ON
We’re looking for a Marketing Coordinator to support the planning, coordination and execution of marketing initiatives in Sales Enablement. This role will work closely with Marketing…
Added 1 hour ago
HE
Campaign Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $45,000 CAD / year
- Full-time
Hype Events is growing, and we’re looking for an Entry-Level Campaign Associate to join our Midtown Toronto team. We bring brands to life through face-to-face marketing, customer…
Added 1 hour ago
HE
Entry-Level Sales Opportunity – Hospitality Background a Bonus
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $45,000 CAD / year
- Full-time
…established brands connect with customers through face-to-face marketing, promotional campaigns, and engaging customer…
Added 1 hour ago
B
Events Assistant
Boomerang
Toronto, ON
- Full-time
…entry-level role where you'll gain real, hands-on experience in event marketing, face-to-face sales, customer engagement and brand…
Added 1 hour ago
B
Personal Banking Associate
BMO
Surrey, BC
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 2 hours ago
WT
Associate Creative Director, Art Director
Wealthsimple Technologies
Remote, Canada
- $152,000 to $190,000 CAD / year
- Full-time
- Remote
We are looking for an experienced Associate Creative Director, Art Director to help us create innovative, human and ridiculously entertaining work. In this role you will often work as a…
Added 2 hours ago
BG
Field Sales & Marketing Associate
Bayani GlobalPay
Rideau Lakes, ON
- Full-time
…company is seeking to hire a full-time salaried Field Sales & Marketing Associate who will be responsible for managing organizational sales by implementing business plans, meeting planned…
Added 3 hours ago
UO
Undergraduate Student Relations Officer
University of Waterloo
Waterloo, ON · Mathematics & Computer
- Full-time
Provide decision support to the Associate Dean, Undergraduate, Associate Dean, Co-op, and Director, Math Undergrad Office (MUO) for all student engagement issues and opportunities.
Added 3 hours ago
UO
Graduate Recruitment Officer
University of Waterloo
Waterloo, ON · Science Teaching Complex
- Full-time
The Graduate Recruitment Officer is responsible for strategic marketing and communications to attract and retain the best students who will succeed in our distinctive programs and to help…
Added 3 hours ago
UO
Research Graduate Programs Coordinator
University of Waterloo
Waterloo, ON · B.C. Matthews Hall
- Full-time
…Graduate Programs Manager (RGPM) and works closely with the Associate Director-Research Graduate Programs (AD-RGP), as well as liaising with the program faculty, Faculty of Health Dean’s…
Added 4 hours ago
SP
Solutions Architect, Salesforce Migrations (Data360, Revenue, Tableau, or Marketing Clouds)
Salesforce Partner Canada
Toronto, ON
- Full-time
…product areas, including Data360, Revenue Cloud, Tableau, and Marketing Cloud. Our goal is for you to apply once and be considered for the opportunity that best aligns with your…
Added 4 hours ago
SC
Sales Associate
Staples Canada
Vancouver, BC
- Full-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 5 hours ago
SD
Beauty Specialist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
London, ON
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program

BMO

Client Service Associate

Vancouver, BC, Canada
FBT, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job