Find work in Canada.

334,795 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
Part-Time Receptionist / Administrator
iA Private Wealth
Oshawa, ON
Part-Time Receptionist / Client Service Associate
Added 8 mins ago
WL
Service Associate (Full Time)
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- Full-time
…the office runs smoothly on a day-to-day basis. As a Service Associate, you will work closely and effectively in a team setting with all staff of Wagner, Livock &…
Added 8 mins ago
BG
Associate, Private Client Group
Beutel, Goodman & Company Ltd.
Toronto, ON
- Full-time
The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters,…
Added 8 mins ago
BG
Sales Coordinator
Beutel, Goodman & Company Ltd.
Toronto, ON
- Full-time
…and operational needs of the team. The position coordinates administrative functions, produces sales and asset reports, maintains CRM data integrity, supports advisor and client inquiries,…
Added 39 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Pincourt, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 39 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour Embauche feu vert
Shoppers Drug Mart
Pincourt, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
BG
Field Service Planner
Berean Group International, Inc.
Saskatoon, SK
- Contract
Skills: Associate degree and/or equivalent experience (1-2 years experience)
Added 1 hour ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Milton, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
RG
Associate Nurse Manager - Full-Time - RPN
Responsive Group Inc.
Perth, ON
- Full-time
The Associate Nurse Manager provides clinical and operational leadership to support the safe, respectful, and consistent delivery of resident care. Reporting to the Director of Care, this…
Added 3 hours ago
MA
Class III Secretary to Associate Principal – Middle School Central
Michigan Association of Secondary School Principals (MASSP)
Sacré-Coeur, QC
- Full-time
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Ancaster, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 3 hours ago
U
Statistical Assistant
UNESCO
Montreal, QC
- From $53,996 CAD / year
…UNESCO and serves the Organization's 193 Member States and 12 Associate Members. The UIS produces cross-nationally comparable data for the global, regional and development agendas in…
Added 3 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Mount Pearl, NL
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 4 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 6 hours ago
HM
Cardiac Surgery
Health Match BC
New Westminster, BC
- Full-time
The Division of Cardiac Surgery is seeking a full-time Clinical Associate with excellent clinical skills to work collaboratively with the attending cardiac surgeons, consultant physicians,…
Added 6 hours ago
LJ
Salesperson
Legacy Jewellers
Fort Saskatchewan, AB
- Full-time
Legacy Jewellers is looking for a Jewellery Sales Associate to join our team in Fort Saskatchewan, Alberta.
Added 6 hours ago
AH
Administrative Support IV
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
As an Administrative Support IV, you will require advanced administrative or specialized skills and knowledge to support complex procedures, practices and initiatives within a department or…
Added 7 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Calgary, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 7 hours ago
SD
Pharmacy Assistant, Hourly Full Time Day
Shoppers Drug Mart
Calgary, AB
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 7 hours ago
TC
Distribution Center Supply Clerk
TJX Canada – Winners, Marshalls, HomeSense
Brampton, ON
- $37,590 to $52,626 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 7 hours ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Edmonton, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 7 hours ago
US
Warehouse worker
UPS Supply Chain Solutions
Vancouver, BC · CA - VANCOUVER, BC (BCVCR)
- Full-time
A Warehouse Associate II impacts the organization by meeting specific operational key performance indicators. This experienced employee has a general knowledge of warehousing terminology…
Added 8 hours ago
U
Sales Support Coordinator
UNFI
Concord, ON
- Full-time
- On-site
Job Overview:The Jr. Sales Support Coordinator provides administrative and analytical support for Customer Business Team which includes Key Account Managers and Director of Sales regarding…
Added 8 hours ago
W
Claims Associate
Walmart
Airdrie, AB
- Part-time
The Claims Associate at Walmart Canada plays an important role in supporting inventory accuracy and store profitability by ensuring proper handling of damaged and returned merchandise in…
Added 8 hours ago
W
PHARMACY ASSISTANT
Walmart
Portage la Prairie, MB
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…

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

Mandarin Required for Role.

About BMO Nesbitt Burns & BMO Private Wealth

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

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

The associate supports Investment Advisors with daily administration, client service, and account maintenance to ensure business objectives are met. They also manage client relationships, execute trades, and ensure all activities comply with regulatory and bank policies.

Requirements

Candidates typically need 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Proficiency in Mandarin is required, along with strong communication, organizational, and problem-solving skills.

Skills

Client service
Investment administration
Trade execution
Portfolio monitoring
Regulatory compliance
Relationship management
Financial planning
Mandarin language
Database management
Reporting
Problem solving
Communication
Team collaboration
Technology support
Risk management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisors
Client service associate
BMO Nesbitt Burns
Portfolio reviews
Account maintenance
Trade processing
Regulatory requirements
Risk management framework
Mandarin
Financial planning
Retirement planning
Insurance products
Trust and estate services
Sales administration manual
Client database
Asset rebalancing
Compliance
Investment industry
Private wealth

Report this job