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Added 7 mins ago
T
Personal Banking Associate Trainee
TD
Burnaby, BC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
Financial Advisor (Willoughby Branch)
First West
Langley (District), BC · Langley, BC
Branch Support: Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit…
Added 7 mins ago
T
Personal Banking Associate
TD
Welland, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
T
Customer Experience Associate - Westmount, Claremont
TD
Montreal, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 7 mins ago
T
Personal Banking Associate
TD
Estevan, SK
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
T
Customer Experience Associate
TD
Vernon, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
T
Customer Experience Associate
TD
Port Coquitlam, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
Manager, Program Innovation
Government of Alberta
AB
The Disability Policy Branch works collaboratively with divisions across Community and Social Services, other Government of Alberta ministries, service delivery partners and community…
Added 1 hour ago
RH
Inside Sales Representative
Robert Half
Delta, BC
- Full-time
Our client, a recognized leader in the industrial distribution sector, is seeking an experienced Inside Sales Representative to join their Delta, BC branch.
Added 1 hour ago
Wealth Management - ScotiaMcLeod Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
…members supporting business development activities, day-to-day administration and other special projects and initiatives as assigned. The successful candidate will develop a good…
Added 1 hour ago
Hearing Coordinator
Government of Alberta
AB
…to detail, the ability to manage multiple priorities across branch systems, and a high degree of professionalism. The Hearing Coordinator supports operations for both Edmonton and Calgary…
Added 1 hour ago
RB
Assistant Branch Manager
Royal Bank of Canada
Saanich, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 1 hour ago
RB
Assistant Branch Manager - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 1 hour ago
RB
Team Operations Lead
Royal Bank of Canada
Vernon, BC
- Full-time
The RBC Dominion Securities branch located in Vernon, BC is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as a Team Operations…
Added 1 hour ago
AK
Assistant Branch Manager
AIM KENNY U-PULL
Trois-Rivières, QC
- Full-time
As the Assistant Branch Manager, you will work under the supervision of the Branch Manager. You will be responsible for managing a team, overseeing daily operations, and ensuring that…
Added 1 hour ago
CB
Superviseur des opérations de succursale – bilingue
Cornerstone Building Brands
Montreal, QC
- Full-time
…rigoureuse des activités liées au service à la clientèle, à l’administration de la succursale et aux processus opérationnels. Il agit à titre de point de contrôle opérationnel pour…
Added 1 hour ago
CB
Superviseur des opérations de succursale – bilingue
Cornerstone Building Brands
Montreal, QC
- Full-time
…rigoureuse des activités liées au service à la clientèle, à l’administration de la succursale et aux processus opérationnels. Il agit à titre de point de contrôle opérationnel pour…
Added 1 hour ago
Trust Officer, Scotiatrust - Kelowna, BC
Scotiabank
Kelowna, BC
…responsibility for the day to day management, oversight and account administration for client, beneficiary and Co-Trustee…
Added 2 hours ago
C
Senior Analyst, Wood Gundy Staffing
CIBC
Toronto, ON
- Full-time
…Business Analytics Analyst supporting Wood Gundy, you will assist Branch Managers and Administrators with their HR requirements to determine appropriate staffing levels based on production…
Added 2 hours ago
SB
Branch Manager, Mississauga Branch
Shinhan Bank Canada
Mississauga, ON
- Full-time
The Branch Manager, Mississauga Branch will report directly to the VP, Business Strategy and is responsible to facilitating growth of our Bank by delivering a strong customer experience and…
Added 2 hours ago
Planner 2, Parks & Facilities Planning (Revised)
CityofOttawa
Ottawa, ON
…summer/co-op students; and represent the City, department or branch at various internal and external meetings, committees, etc., relating to the design, construction and/or revitalization…
Added 2 hours ago
GC
Branch Manager
GRAYBAR CANADA
Windsor, ON
- Full-time
Graybar Canada has an exciting career opportunity available. We are currently seeking a Branch Manager to join our Windsor, ON Branch.
Added 2 hours ago
T
Personal Banking Associate
TD
Ottawa, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
SC
Senior Business Analyst
Strathcona County
Sherwood Park, AB
- Full-time
…role within the Business Relationship and Project Management Branch, supporting the Business Relationship Management Lead and client departments. This role focuses on building strong,…

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

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.

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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

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