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Added 12 mins ago
J
Manager of Projects (MOP)
Jacobs
Ottawa, ON
- $168,600 to $221,325 USD / year
- Full-time
Jacobs is expanding its Energy & Power (E&P) team to support the rapidly growing power and infrastructure needs of data centers and private developers. As Manager of Projects (MOP), you…
Added 12 mins ago
SP
Tour Sales Coordinator
Sun Peaks Grand Hotel & Conference Centre
BC · Sun Peaks Mountain, BC
- Full-time
Previous experience in hospitality, room reservations, hotel operations, sales, or administrative fields.
Added 12 mins ago
GN
Store Associate
Glenlyon Norfolk School
Victoria, BC
- $23 CAD / hour
- Part-time
Reporting to the Store Manager, the Store Associate supports the day-to-day operations of the School’s Gryphon Door, providing uniforms, school supplies and other specialty items to…
Added 12 mins ago
AC
Senior Financial Reporting Analyst
Aston Carter
Mississauga, ON
- $100,000 to $110,000 CAD / year
- Full-time
Support monthly, quarterly, and annual close processes Prepare and review balance sheet reconciliations Record journal entries, accruals, and adjustments Manage intercompany accounting and…
Added 12 mins ago
P
Senior Portfolio Release Manager - Flights Acquisition & Retention
Priceline
Toronto, ON
- Full-time
Senior Portfolio Release Manager - Flights Acquisition & Retention
Added 12 mins ago
WC
Plant Administrator
WorkSi Consulting.
Mississauga, ON
- $30.5 CAD / hour
- Full-time
The Plant / Operations Administrator provides essential support for smooth operations, handling inspection, administrative and logistical support while working collaboratively with other…
Added 12 mins ago
I
Senior HR Generalist
Intrado
Montreal, QC · Saint-Laurent, QC
- Full-time
Opérations RH et soutien au cycle de vie des employés
Added 12 mins ago
C
Delivery Manager
Croesus
Laval, QC
- Full-time
Coordinate dependencies among the Product, Development, Quality, Support, and Operations teams, as well as external partners.
Added 12 mins ago
IH
Project Lead | Evaluation
Interior Health Authority
Kelowna, BC
- Full-time
In accordance with the established vision and values of the organization, reporting to the Manager, Health & Outreach, and supporting the Director, Community Prevention, the Project Lead…
Added 12 mins ago
C
Delivery Manager
Croesus
Montreal, QC
- Full-time
Coordinate dependencies among the Product, Development, Quality, Support, and Operations teams, as well as external partners.
Added 12 mins ago
UI
Property Manager
unitiiPM Inc
Calgary, AB
- Full-time
…maintenance, and financial oversight to deliver reliable, efficient operations. By handling day-to-day management needs, unitiiPM Inc. enables property owners to enjoy the benefits of…
Added 12 mins ago
Web Manager
Movable Ink
Toronto, ON
…600 employees, Movable Ink serves its global client base with operations throughout North America, Central America, Europe, Australia, and…
Added 12 mins ago
FT Supervisor Produce - Belmont Market
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Langford, BC
…and act as the go to person in the absence of the Department Manager and Assistant. The Supervisor will foster customer loyalty, fulfill customer needs and actively contribute to an…
Added 26 mins ago
SI
Maintenance Licensed - Millwright
Saputo Inc.
Georgetown, ON
- Full-time
We support employment equity. Saputo strives to embed diversity and inclusion in its operations and invites candidates from all horizons to join its family. Saputo welcomes and encourages…
Added 26 mins ago
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assistant manager - retail trade
MAXI
Sept-Îles, QC
- Full-time
Added 26 mins ago
DD
restaurant manager
Donair Dude
Kamloops, BC
- Full-time
Added 26 mins ago
TC
Assistant Store Manager Winners Homesense Summit Shopping Centre
TJX Canada – Winners, Marshalls, HomeSense
Kamloops, BC
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 42 mins ago
GO
Supervisor
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Manager of Operations, the Supervisor is responsible for employee supervision, training, onboarding, and scheduling. The position oversees daily program operations to…
Added 42 mins ago
GO
Building Projects Technologist
Government of Manitoba
Winnipeg, MB
- Full-time
Preservation & Support Services, Transportation Operations
Added 42 mins ago
CA
Resident Manager (Live-In)
Centurion Associates Inc
Gravenhurst, ON
- Full-time
Multi-Family - Operations - Gravenhurst, Ontario
Added 42 mins ago
TS
Store Associate
The Salvation Army in Canada
Ottawa, ON
- Full-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 42 mins ago
TS
Administrative Assistant/Kettle Coordinator
The Salvation Army in Canada
Parksville, BC
- Part-time
…Assistant will handle front desk duties, provide administrative support and back-up support, and coordinate the logistics for the MU events including food drives and fundraisings, ensuring…
Added 42 mins ago
SL
Director, Digital Servicing
Sun Life Québec
Montreal, QC
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 42 mins ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 42 mins ago
E
Lead Roving Technician
e-STORAGE
Kitchener, ON
- Full-time
Coordinating with Project Manager, Commissioning Manager and LTSA manager to represent SolBank responsibilities through the commissioning process and LTSA.

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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