Find work in Canada.

322,696 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 15 mins ago
PF
Service Advisor
Parkway Ford Lincoln
Waterloo, ON
- Full-time
Parkway Ford is looking for a friendly, organized, and customer-focused Service Advisor to join our team. This is a great opportunity for someone who enjoys helping customers, communicating…
Added 16 mins ago
C
Customer Success Manager
CDW
Toronto, ON
- Full-time
…excellent communication skills and a commitment to customer service, satisfaction, and success. If you are a results-oriented professional focused on customer satisfaction, we encourage you…
Added 16 mins ago
C
Account Representative- Sales Training Program (Vancouver) October 2026
CDW
Vancouver, BC
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 16 mins ago
CS
Lead Roving Technician
Canadian Solar Inc.
Kitchener, ON · ON
- Full-time
Acting as field technical advisor for Service Technicians, Field Supervisors and Service Department.
Added 31 mins ago
RU
Senior Associate, Process Risk and Controls
RSM US LLP
Toronto, ON
- Full-time
You will be expected to manage multiple priorities, build strong client relationships, coach junior team members, and contribute to high-quality client service delivery.
Added 46 mins ago
BT
BMW Motorrad Product Advisor
BMW Toronto
Toronto, ON
- $35,000 to $85,000 CAD / year
- Full-time
We are expanding our team and seeking a Motorrad Product Advisor to join our brand-new standalone location.
Added 46 mins ago
A
Employee Relations Advisor
Arcadis
Toronto, ON
- Full-time
As a member of the Local People Service team, the Employee Relations Advisor will establish trusted relationships with employees & line managers and provide front line advisory support on…
Added 1 hour ago
PS
TECHNOLOGICAL ADVISOR
PMP SOLUTIONS
Quebec, QC
- Full-time
…currently looking for a manufacturing performance technological advisor. By joining the PMP SOLUTIONS team and, more specifically, as a member of the delivery team, you'll be called upon,…
Added 1 hour ago
R
Client Advisor
RBC
Scugog, ON
- Full-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
R
Specialist, Business Development, Newcomers
RBC
Montreal, QC
- Full-time
Applying the Together at RBC principle as an advisor, you possess extensive expertise in providing advice in everyday banking, investments, and credit, leveraging this expertise to offer…
Added 1 hour ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 1 hour ago
R
Client Advisor
RBC
Bridgewater, NS
- Part-time
…you have the self-motivation to deliver exceptional customer service and thrive in a target based performance environment, you can build a great career with us as a future Account…
Added 1 hour ago
R
Banking Advisor
RBC
Sault Ste. Marie, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
R
Banking Advisor
RBC
Moosomin, SK
- Full-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
R
Client Advisor
RBC
Kenora, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
R
Client Advisor
RBC
Thunder Bay, ON
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
R
Client Advisor
RBC
Flin Flon, MB
- Full-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 1 hour ago
R
Client Advisor
RBC
Virden, MB
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 2 hours ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 2 hours ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 2 hours ago
AH
Privacy Advisor
Alberta Health Services
Calgary, AB
- Full-time
Added 2 hours ago
P
Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
Building and maintaining strong, long-term client relationships and acting as a trusted advisor who proactively supports clients with their indirect tax needs
Added 2 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 2 hours ago
Human Resources Manager
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Serve as a trusted people advisor to the Canada BEO and Canada Waters Leadership Team on business strategy, organization effectiveness, culture, leadership, talent, and employee matters.
Added 2 hours ago
Specialist Product Ownership - BI Solution (12-months contract)
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Serve as the BI Solution Owner and trusted advisor, helping stakeholders unlock business value through data, analytics, automation, and AI-driven solutions.

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