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Added 8 mins ago
A
Product Support Engineer - NAMER
Ashby
Canada
- Full-time
…operations, systems administration, infrastructure maintenance, or service deployment - and you haven’t worked extensively with customer-centric SaaS applications, APIs, logs, or…
Added 8 mins ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Duncan, BC
- Internship
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 8 mins ago
TH
Receiving Associate: Full Time - CAMPBELL RIVER
The Home Depot Canada
Campbell River, BC
- Full-time
…store layout to provide the most efficient and highest quality service to our…
Added 8 mins ago
PO
Emergency Services Case Manager I
Peace Over Violence
MB · Back, MB
- Internship
…and West San Gabriel Valley area. The Emergency Services Case Manager I (ESC) provides face‐to‐face crisis intervention and assistance for survivors of sexual and domestic (IPV) violence.…
Added 8 mins ago
TH
Kitchen and Bath Sales Associate Part-Time - 7255 Cranbroook
The Home Depot Canada
Cranbrook, BC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 8 mins ago
TH
Merchandising Associate: Full Time (6M Contract) - VANCOUVER
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 8 mins ago
RA
Associate (Part-Time)
Red Apple Stores ULC
Bonnyville, AB
- Part-time
…small towns. Our stores are known for providing super-friendly service, creating a welcoming environment for shoppers, and treating customers with dignity and…
Added 8 mins ago
RA
Keyholder (Part-Time)
Red Apple Stores ULC
Bonnyville, AB
- Part-time
…small towns. Our stores are known for providing super-friendly service, creating a welcoming environment for shoppers, and treating customers with dignity and…
Added 8 mins ago
FH
Community Health Nurse - Registered Nurse - Tri-cities Home Health
Fraser Health Authority
Port Moody, BC
- $41.42 to $59.52 CAD / hour
- Other
Added 8 mins ago
FH
Business Support Assistant
Fraser Health Authority
Surrey, BC
- $25.26 to $33.15 CAD / hour
- Full-time
Bring your positive energy and commitment to excellent customer service to this exciting and diverse role where you can really make a difference. In this role, you will build on your career…
Added 8 mins ago
UB
Sales and Marketing Coordinator - Cannabis
Unite Biotechnical Ltd.
Victoria, BC
- Full-time
Unite Biotech is seeking an experienced Sales Manager to join our team in Victoria, British Columbia, and surrounding areas. This role will focus on building and maintaining strong…
Added 8 mins ago
UO
Tech/Facility Support Analyst, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Part-time
This job posting is hiring for the morning and/or afternoon shift. Reporting to the Manager, Facilities and Operations, Daily tasks and work assignments will be distributed and supervised…
Added 8 mins 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 9 mins ago
Quality Manager
I M P Group International Inc.
Amherst, NS
Reporting to the Vice President, General Manager based at our facility in Amherst, Nova Scotia, the Manager of Quality is a critical role in our organization, directly responsible for…
Added 9 mins ago
Merchandiser
CONA Services
Carleton Place, ON
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 9 mins ago
Merchandiser
CONA Services
Carleton Place, ON
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 24 mins ago
M
Manager, Customer Success, MYLE Adoption and AI Innovations
Medfar
Montreal, QC
- Full-time
Added 39 mins ago
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Team Leader
Dollarama
Mercier, QC
- Full-time
As part of the management team, the Team Leader provides support to the Store Manager and Assistant Store Manager in overseeing daily retail store operations.
Added 39 mins ago
PF
Underwriter
PADS Financial
Montreal, QC
- Full-time
…servicing everything is done in-house to insure excellent customer service, rapid processing, and the best rates. Each step of the loan process is optimized and expedited thanks to our…
Added 39 mins ago
TH
Receiving Associate Part Time - 7052 Regina
The Home Depot Canada
Regina, SK
- Part-time
…store layout to provide the most efficient and highest quality service to our…
Added 39 mins ago
AS
Enterprise Cloud Platform Manager
Acronym Solutions Inc.
Mississauga, ON
- Contract
We are seeking an experienced Enterprise Cloud Platform Manager to lead the strategy, governance, and optimization of cloud platforms, enterprise hosting services, and hybrid technology…
Added 39 mins ago
RS
Gestionnaire principal de la location/Senior Manager Rental
Ryder System, Inc.
Montreal, QC
- Full-time
…du poste assurera la gestion directe de tout le personnel du service de location, notamment : les chargés de comptes location, les gestionnaires de succursale (location), les superviseurs…
Added 39 mins ago
M
Manager, Customer Success, MYLE Adoption and AI Innovations
MEDFAR
Montreal, QC
- Full-time
Added 39 mins ago
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Gérant de département PC Express – non syndiqué temps plein jour
Provigo
Gatineau, QC
- Full-time
Inspired by food? Committed to excellent service? So are we. At Provigo, we are Food Lovers! We are committed to our Employees and Customers and work hard to create a culture that allows us…
Added 39 mins ago
NF
Front End Department Manager Part Time Day
No Frills
Langley (District), BC · City of Langley, BC
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…

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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