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Added 31 mins ago
GD
DYNAMITE - Seasonal Sales Associate - Vaughan Mills
Groupe Dynamite, Inc Garage
Vaughan, ON
- Part-time
Social Media Skills, knowledge of Mobile Devices Skills and Computer skills are an asset
Added 31 mins ago
GD
DYNAMITE - Sales Associate PT - Devonshire Mall
Groupe Dynamite, Inc Garage
Windsor, ON
- Part-time
Social Media Skills, knowledge of Mobile Devices Skills and Computer skills are an asset
Added 31 mins ago
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DYNAMITE - Team Leader PT - Southgate Centre
Groupe Dynamite, Inc Garage
AB · Edmonton, Alberta
- Part-time
Social Media Skills, knowledge of Mobile Devices Skills and Computer skills are an asset
Added 31 mins ago
GD
DYNAMITE - Co-Manager - West Edmonton Mall
Groupe Dynamite, Inc Garage
AB · Edmonton, Alberta
- Full-time
Social Media Skills, Mobile Device Skills, Microsoft Office (Outlook, Word, Excel) or Open-Office
Added 1 hour ago
FC
Fit4Less Host - Etobicoke Kipling Queensway
Fit4Less Canada
Toronto, ON · Etobicoke, ON
- Part-time
Many companies are experiencing an increase in recruitment fraud in the form of fake job postings on social media and career sites.
Added 2 hours ago
DC
Coordinator, East D-Camps (13-Month Contract)
Diabetes Canada
NB · New Brunswick, Canada
- Contract
Support with the communication, marketing, and social media initiatives, including the D-Camps social media platforms and the collection of photos, videos, and/or other materials to support…
Added 3 hours ago
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Marketing & Content Coordinator
MACS - Mendieta Air Conditioning Services
Coquitlam, BC
- Full-time
We are seeking a creative, self-driven Marketing & Content Coordinator to help grow our social media presence and run our customer campaigns. This is a part-time, hybrid role (20–25…
Added 4 hours ago
BC
Manager, Marketing, Temporary, Bell Media
Bell Canada
Montréal, QC
- $34.62 to $89.74 CAD / hour
- Full-time
- Contract
- On-site
…excellence, sponsorships, national events, sponsorships and digital media strategy and execution. You'll work collaboratively with business units across the organization to ensure all…
Added 4 hours ago
SA
Production Manager
SPIETH America
Orillia, ON
- Full-time
Role Description The Production Manager is a full-time, on-site role based in Orillia, ON, responsible for overseeing daily manufacturing operations and ensuring products are produced…
Added 5 hours ago
AO
office manager
Akal Optical
Mississauga, ON
- From $37 CAD / hour
- Full-time
- On-site
Added 5 hours ago
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Seafood Export Manager
Shivalik Trading Inc.
Montague, PE
- Part-time
The Seafood Export Manager leads international market expansion, coordinates cross-border supply chains, and manages the regulatory documentation required to ship perishable products…
Added 5 hours ago
RS
Marketing Manager
Red Shores Racetrack & Casino
Charlottetown, PE
- Full-time
Oversee the continued development and expansion of digital opportunities for marketing including with email, social media, and web design. Someone who sees something happening at Red Shores…
Added 5 hours ago
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Senior Manager, Organic Growth
Mistplay
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
Mistplay is seeking a strategic and hands-on Senior Manager of Organic Growth to help build and scale the organic acquisition engine for our fast-growing rewarded gaming platform. This…
Added 5 hours ago
PC
Pharmacist (term) – Markham, ON
Pharmasave Canada
Markham, ON
- Part-time
Interested, qualified applicants may submit resumes to Amy Fang, Pharmacy Manager/Owner
Added 5 hours ago
AG
Media Planning and Buying (Planning)_04
Adelphi Group
Toronto, ON
- Full-time
Develop creative media plans according to strategy, considering all potential media vehicles (Digital, Search, social, broadcast, print, OOO, etc.)
Added 5 hours ago
AG
Gestionnaire de performance, Search
Adelphi Group
Montreal, QC
- Full-time
Omnicom Media Montréal, c’est mille + 1 histoires racontées par plus de 200 collègues et ami.e.s qui se spécialisent en planification média, en stratégie d'affaires, en gestion de projet et…
Added 5 hours ago
AG
Gestionnaire de performance, Social
Adelphi Group
Montreal, QC
- Full-time
Omnicom Media Montréal, c’est mille + 1 histoires racontées par plus de 200 collègues et ami.e.s qui se spécialisent en planification média, en stratégie d'affaires, en gestion de projet et…
Added 5 hours ago
AG
Account Director, Business Leadership - Automotive
Adelphi Group
Toronto, ON
- Full-time
Strong digital and social media understanding
Added 5 hours ago
AG
Manager, Client Reporting
Adelphi Group
Toronto, ON
- Full-time
…management, data and analytics, technology, public affairs, social impact and financial…
Added 5 hours ago
AG
Senior Manager, Integrated Media
Adelphi Group
Toronto, ON
- Full-time
Our Toronto office is looking for a Senior Manager – Integrated Media, who is a seasoned public relations consultant responsible for providing strategic client counsel around media and…
Added 5 hours ago
AG
Associate Director, Digital
Adelphi Group
Toronto, ON
- Full-time
We are continually reinventing ourselves. As media becomes more complex, so does our realm of expertise. We are continually improving our strategy and planning of traditional, digital, and…
Added 5 hours ago
AG
Strategist
Adelphi Group
Calgary, AB
- Full-time
…a strategic, high-growth account, partnering with creative, media, and account teams to help drive innovative, high-impact work. With an understanding of marketing strategy, technology…
Added 5 hours ago
AG
Intern, Public Affairs
Adelphi Group
Toronto, ON
- Full-time
Have excellent multi-tasking skills, exceptional time management skill and a strong understanding of social media platforms
Added 5 hours ago
AG
Coordonnateur de projet
Adelphi Group
Montreal, QC
- Full-time
Omnicom Media Montréal, c’est mille + 1 histoires racontées par plus de 200 collègues et ami.e.s qui se spécialisent en planification média, en stratégie d'affaires, en gestion de projet et…
Added 5 hours ago
AG
Manager, Media Relations
Adelphi Group
Toronto, ON
- Full-time
Our Toronto office is looking for a Manager – Integrated Media - a proactive, results-oriented public relations professional who excels as a day-to-day client contact and tactical…

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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