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Added 2 mins ago
SK
Community Manager (Live-Out) - Barrie
Sterling Karamar Property Management
Barrie, ON
- $45,000 to $50,000 CAD / year
- Full-time
Submit received cheques to the Property Manager for processing at Head Office in a timely manner.
Added 2 mins ago
SK
Resident Manager (Live-In) - Barrie
Sterling Karamar Property Management
Barrie, ON
- $35,000 to $38,000 CAD / year
- Full-time
Issue Purchase Requisitions (PRs) in Property Vista prior to schedule contractors upon Property Manager approval.
Added 2 mins ago
PP
Superintendent (Live-in)-London, ON
Park Property Management
London, ON
- $30,000 to $32,000 CAD / year
- Full-time
Cleaning duties, as assigned by Property Manager or designate
Added 2 mins ago
YW
Wardlaw Case Manager
Youth Without Shelter
Toronto, ON
- $60,000 to $64,000 CAD / year
- Full-time
The Case Manager plays a key role in supporting residents at Wardlaw Residence, a 51-unit supportive housing program serving youth, newcomers and seniors who have experienced or are at risk…
Added 16 mins ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Compliment prospecting and selling efforts through field work such as building walks, lobby events, property management relationships, and customer face to face meetings
Added 17 mins ago
BC
Project Manager Restoration
BELFOR CANADA INC.
Ottawa, ON
- $70,000 to $80,000 CAD / year
- Full-time
As a global leader in property restoration for over 70 years, we help people recover from the unexpected.
Added 17 mins ago
Paralegal & Manager, Compliance
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
…highest standards of integrity? We are looking for a Paralegal & Manager, Compliance to join our Canadian Legal team in an exciting dual…
Added 47 mins ago
W
Associate Client Advocate (Account Manager) - Natural Resources
WTW
Calgary, AB
- Full-time
…service and supporting the strategic management of commercial Property & Casualty insurance programs. Working closely with a Producer, Client Advocate, Client Specialist, and the Global…
Added 47 mins ago
FO
Travelling Commercial Project Manager - CONTRACT
First Onsite - CA
Surrey, BC
- $90,000 to $105,000 CAD / year
- Contract
First Onsite is seeking to hire a full-time Travelling Commercial Project Manager to scope and estimate the work required to restore commercial properties impacted by water damage and other…
Added 47 mins ago
FO
Travelling Commercial Operations Supervisor
First Onsite - CA
AB · Calgary, AB
- Contract
…by FirstOnsite Restoration Limited operating as First Onsite Property Restoration ("First Onsite") for purposes related to your application for employment. This includes information…
Added 1 hour ago
OP
Administrative Coordinator
Oxford Properties Group
Toronto, ON · Scarborough, ON
- Full-time
…Scarborough Town Centre Management Office. Reporting to the Senior Property Manager, this role will be the first point of contact for the Scarborough Town Centre management office visitors…
Added 2 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 2 hours ago
WM
Operations manager
Westcliff Management Ltd
AB · Edmonton, AB
- Full-time
Reporting to the General Manager, the Operations Manager is responsible for the overall operation, maintenance, safety, sustainability, and physical condition of a premier regional shopping…
Added 2 hours ago
G
Forest Gardens Farm Team
GoodWork.ca
Mississauga, ON
- Full-time
…healthy and resilient urban forest. You will report to the Manager, Forestry Maintenance & Operations and work alongside another Supervisor and three Forestry Coordinators that help…
Added 3 hours ago
HO
Property Manager - Independent Contractor
House of Rosie
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
…yourself? House of Rosie is looking for an entrepreneurial Property Manager to join our brokerage as an independent…
Added 3 hours ago
A
Marketing Manager, Visual Content and Design
AccorHotel
Jasper, AB
- Full-time
We are seeking a visually driven Marketing Manager with a strong foundation in graphic design and content creation to bring our storytelling to life. You’ll play a key role in shaping the…
Added 3 hours ago
CC
Driver Merchandiser
Coca-Cola Canada Bottling Limited
Stellarton, NS
- Full-time
Reporting to the Warehouse Supervisor or Manager, Coke Canada Bottling Driver Merchandisers (or Bulk Drivers) are responsible for delivery of pre-ordered product to assigned accounts,…
Added 3 hours ago
PF
Underwriter
PADS Financial
Montreal, QC
- Full-time
…consists of establishing a borrower credit worthiness and a property…
Added 4 hours ago
QP
Leasing Associate, New Developments, Residential
QuadReal Property Group
Vancouver, BC
- Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 4 hours ago
PD
Compliance Coordinator
Paul Davis Restoration of the National Capital Region, VA
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
Paul Davis Sud-Ouest is a leading property restoration company helping homeowners and businesses recover following fires, floods, and other disasters. We are committed to exceptional…
Added 4 hours ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
Act as the representative of the project director or project manager, within DCC delegated signing authority
Added 4 hours ago
DC
Coordinator, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
Act as the representative of the project director or project manager, as required and within DCC delegated signing authority
Added 4 hours ago
DC
Technical Specialist, Project Management (Project Assistant)
Defence Construction Canada
Petawawa, ON
- Full-time
Act as the representative of the project director or project manager, within DCC delegated signing authority
Added 4 hours ago
PD
Contents Handler
Paul Davis Restoration of the National Capital Region, VA
Sudbury, ON
- Full-time
Why the Team Needs You? Serving others after a disaster has struck their property is not easy. Everyone within Paul Davis needs to have a world-class work ethic, serious attention to…
Added 4 hours ago
B
Sr. Financial Analyst
Brookfield
Toronto, ON
- Full-time
Prepare and post journal entries for manager/corporation entities

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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