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Added 1 min ago
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OT Security Analyst
Whitecap Resources Inc.
Calgary, AB
- Full-time
…million tonnes of CO2 making it a unique project within our portfolio. We currently employ 1,200 people, including our valued contract…
Added 14 mins 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 16 mins ago
I
Associate Product Manager
ITW
Tecumseh, ON
- Full-time
…manufacturers around the world. Working directly with Product Management, Engineering, Sales, and Marketing teams, you will support the development, positioning, and growth of our product…
Added 16 mins ago
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SR MANAGER MERCHANDISING PRODUCT MANAGEMENT CAN
The Home Depot
Canada
- Full-time
As the Senior Manager, Merchandising Product Management, you will drive vision, strategy, and execution, transforming ideas into user-centric products that set industry standards.
Added 32 mins ago
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Intern – Associate, Investment Products and Platforms
iA Financial Group
Toronto, ON
- $23.5 to $29.5 CAD / hour
- Full-time
Are you driven by finance and wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Intern…
Added 32 mins ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
As a Sales Associate supporting the Asian market, you will play a key role in promoting iA’s investment products, including segregated funds, high-interest savings accounts (HISAs), and…
Added 32 mins ago
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Associé aux ventes internes II - Inside Sales Associate II
Resideo
Montreal, QC · LACHINE, QUEBEC
- Full-time
ADI Global Distribution is hiring an Inside Sales Associate who will increase market share, uncover new opportunities, and provide solutions to customers' needs that result in continued…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 4 hours ago
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Guest Services Associate I - WorldMark Canmore
Travel + Leisure Co.
Canmore, AB
- Full-time
Maintain positive guest, owner and associate relationships: Respond appropriately to guest inquiries and concerns to ensure total guest satisfaction. Resolve guest issues to resolution in…
Added 5 hours ago
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Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
RBC
Toronto, ON
- Full-time
Assist in generation, assessment and completion of financings with private equity sponsor owned businesses, and ongoing management and monitoring of the MMLF portfolio
Added 5 hours ago
Manager - Design Services
City of Vancouver
Vancouver, BC
This is a senior working management role requiring advanced design expertise and strong leadership. The Manager contributes directly to creative development and design production while also…
Added 6 hours ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
Wealth Management Essentials, Qualified Associate Financial Planner (QAFP), and Certified Financial Planner (CFP) an asset
Added 6 hours ago
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Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 6 hours ago
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Value Stream Manager Vanes
Pratt & Whitney
Longueuil, QC
- Full-time
Added 7 hours ago
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Associate Dean, Norton Wolf School of Aerospace, Information, and Defence Technologies
Fanshawe College
London, ON
- Full-time
…development, and industry partnership, the school delivers a diverse portfolio of programs spanning Aircraft Maintenance, Commercial Flight, Computer Science, Network and Systems…
Added 7 hours ago
RB
Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
Assist in generation, assessment and completion of financings with private equity sponsor owned businesses, and ongoing management and monitoring of the MMLF portfolio
Added 8 hours ago
EJ
Canada Initiative Leader
Edward Jones
Mississauga, ON
- $99,900 to $170,000 CAD / year
- Full-time
…initiative delivery including strategic planning, financial management, stakeholder alignment, resource planning, organizational change management, risk mitigation, service readiness,…
Added 9 hours ago
CA
Leasing Manager
Centurion Associates Inc
AB · Edmonton, AB
- Full-time
Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced…
Added 9 hours ago
FT
Associate Dean, Norton Wolf School of Aerospace, Information, and Defence Technologies
Fanshawe Toronto@ILAC
London, ON
- Full-time
…development, and industry partnership, the school delivers a diverse portfolio of programs spanning Aircraft Maintenance, Commercial Flight, Computer Science, Network and Systems…
Added 10 hours ago
BS
Marketing & Biomedical Communications Associate
Boston Scientific
Mississauga, ON
- Full-time
The Marketing & Biomedical Communications Associate works with the Biomedical Communications team to develop and execute clinically accurate content for promotional materials, campaigns,…
Added 10 hours ago
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Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank - Global Banking and Markets
Calgary, AB
- Full-time
Associate or Associate Director, Technical Investment Banking – Energy – Calgary, AB
Added 10 hours ago
ES
Associate Development Manager - EA Sports FC
EA SPORTS
Vancouver, BC
- Full-time
EA SPORTS is one of the most iconic brands in entertainment – connecting hundreds of millions around the world to the sports they love through a portfolio of industry-leading video games.
Added 11 hours ago
BB
VDC Associate
Bosch Building Technologies North America
Toronto, ON
- Full-time
The VDC Associate prepares, organizes, and presents various documents to meet project delivery and close-out requirements. This position works in conjunction with Systems…
Added 11 hours ago
BS
Quality Systems Associate, Co-op/New Grad
Boston Scientific
Mississauga, ON
- Full-time
The Quality Systems Associate will have the opportunity to gain practical experience within a global medical device organization while supporting quality systems processes, continuous…
Added 11 hours ago
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Associate Finance Manager, Foods (Canada)
Unilever
Toronto, ON
- Full-time
Associate Finance Manager (AFM) – Foods Canada

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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