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Added 3 mins ago
LC
Pharmacist
Loblaw Companies Limited
Toronto, ON
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 3 mins ago
LC
Staff Pharmacist
Loblaw Companies Limited
Winnipeg, MB
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 3 mins ago
LC
Manager, Transport (Highway Operations)
Loblaw Companies Limited
Cambridge, ON
- Full-time
Ensure equipment and resource requirements are set up according to delivery scheduling and troubleshoot any gaps in coverage. Monitor weather and road conditions related to delivery…
Added 3 mins ago
LC
Pharmacist
Loblaw Companies Limited
Ottawa, ON
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 3 mins ago
LC
Pharmacist Part time - (Weekend Availability)
Loblaw Companies Limited
Ottawa, ON
- Part-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 3 mins ago
TO
Manager, IT Program Delivery (Re-advertised)
Town of Gravenhurst
Gravenhurst, ON
- Full-time
Under the direction of the Director of Legislative Services, this role will focus on the delivery of the IT program, including managing existing IT systems and monitoring the technology…
Added 19 mins ago
OH
Bilingual Care Coordinator, Regular Full Time, Central Ottawa General, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator is responsible for managing a caseload of diverse patients who are living and/or dealing with a variety of…
Added 19 mins ago
R
Sales Business Development Manager
Remco
Mississauga, ON
- $90,000 to $120,000 CAD / year
- Full-time
Collaborate with various departments to open accounts, implement pricing, and ensure seamless service delivery.
Added 19 mins ago
T
Senior Manager - Software Development
Tangerine
Toronto, ON
- Full-time
Reporting to the Head of Engineering, Wealth the Senior Manager of Engineering is responsible for providing leadership and direction on end-to-end technology design and implementation.…
Added 19 mins ago
SH
Personal Support Manager
SE Health
ON · York, ON
- Full-time
As a Personal Support Manager (RPN - Registered Practical Nurse), you will oversee the delivery of client care for a community PSW team in the Central Simcoe Region. You will ensure high…
Added 19 mins ago
S-
Manager, Information Technology
SPE - Serruya Private Equity
Markham, ON
- Full-time
Drive continuous improvement across IT processes and service delivery.
Added 20 mins ago
M
Project Manager, Group Benefits Operations
Manulife
Toronto, ON · Kitchener, ON · Waterloo, ON
- Full-time
The Project Manager, Group Benefits Operations leads cross-functional Group Benefits Operations initiatives that improve plan sponsor and plan member outcomes, service performance,…
Added 20 mins ago
I
Operations Supervisor
Intelcom
Belleville, ON
- Full-time
…Our vision is clear: to deliver fast, accurate, and reliable service powered by cutting-edge…
Added 20 mins ago
Senior Manager - Software Development
Scotiabank
Toronto, ON
Reporting to the Head of Engineering, Wealth the Senior Manager of Engineering is responsible for providing leadership and direction on end-to-end technology design and implementation.…
Added 20 mins ago
Sample Login Technician/Delivery Driver
Bureau Veritas
Saguenay, QC · Chicoutimi, Queb
Inspect the document requirements and communicate any abnormalities or unacceptable conditions to the project manager teams or to client directly;
Added 35 mins ago
W
Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
Reporting to the Senior Manager, Training & Development, the Content Development Specialist will be responsible for content development in a multi-media approach through adherence to…
Added 35 mins ago
TC
Driver-DZ-L2, Class 3
Toromont Cat
Halifax, NS
- Full-time
This role is ideal for someone who enjoys being on the road, working independently, and providing excellent customer service. As a DZ Class Heavy Equipment Delivery Driver, you’ll be the…
Added 35 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
…Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric…
Added 35 mins ago
Senior Manager, Benefits
Smurfit Westrock
Candiac, QC
Strong vendor performance and service delivery.
Added 35 mins ago
B
Business Analyst, Winter 2027 (Co-op/Internship) - 8 month
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 35 mins ago
B
Process Automation Intern, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
Added 35 mins ago
B
Audit and Exam Support Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · BMOPLACE
- Full-time
…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…
Added 35 mins ago
B
Operations Analyst (New or Recent Graduate)
BMO
Barrie, ON · BCC
- Full-time
Monitors, restores service, changes, supports, and handles day-to-day activities 7/24/365 required to run the mission critical systems for the company ensuring business service levels are…
Added 35 mins ago
B
Manager, Product Analytics
BMO
Toronto, ON · BMOPLACE
- Full-time
Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
Added 35 mins ago
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Manager, Customer Contact Optimization Analytics and Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
As a manager in the bank’s omni-channel customer communication team, you will be part of a team that transforms the banking experience and drive revenue growth. In this role you will be…

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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