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Added 8 mins ago
CR
Senior Manager, Clinical Services
Canadian Red Cross
Canada
- Full-time
Exceptional analytical, communication, stakeholder engagement, people leadership, and change management skills, with experience managing budgets, resources, and partnerships in complex and…
Added 8 mins ago
RC
Industrial Bulks Quotation Specialist
Rexel Canada
AB · Edmonton, AB
- Full-time
…of our customer and for Westburne. Reporting to the Project Manager, you will support the quotations and project management…
Added 8 mins ago
TS
Health & Safety Program Manager
The Salvation Army in Canada
Toronto, ON
- Full-time
The Territorial Health and Safety Manager role exists to oversee the day-to-day management of The Salvation Army’s Territorial Health and Safety Program, ensuring a consistent, compliant,…
Added 9 mins ago
H
Senior Project Architect
HDR
Calgary, AB
- Full-time
Each and every role throughout our organization makes a difference in our ability to change the world for the better. Read further to learn how you could help make great things possible not…
Added 9 mins ago
E
Machinist
Emerson
Brantford, ON
- Full-time
…interdependence of internal customer relationships. You are open to change and continue to learn and experience new…
Added 9 mins ago
FS
Director, People & Culture - Workday Transformation Product Manager
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
This role serves as the Workday Product Manager for the Global P&C organization, with a focused mandate to redesign business processes across the Onboarding, Performance Management, Talent…
Added 9 mins ago
V
Business and Commercial Lending Coordinator (16-Month Contract)
Vancity
Vancouver, BC
- Full-time
This is a Full-time, Temporary role based at Vancity head office and will report directly to the Team Manager, Business and Commercial Banking Admin. While this position provides a hybrid…
Added 15 mins ago
MM
MR. MIKES® Cranbrook - FOH Daytime Supervisor
MR MIKES SteakhouseCasual
Cranbrook, BC
- From $20 CAD / hour
- Full-time
- On-site
…efficient, and memorable service. Working closely with the General Manager and management team, you will help oversee daily restaurant operations, support and coach team members, maintain…
Added 21 mins ago
TG
construction manager
Tranel Group
Calgary, AB
- $142,000 to $185,000 CAD / year
- Full-time
- On-site
Construction Manager - Custom Homes Relocation Required | Relocation Assistance Available Position Full-Time | Site-Based Compensation USD $100,000-$130,000 + Benefits Target Start November…
Added 23 mins ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
…an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth management advice. Candidates must…
Added 23 mins ago
Sr. Manager, Web Strategy
Asana
Vancouver, BC
Added 38 mins ago
HA
Technical Project Manager
Horizon Aircraft
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Hands-on experience with risk management, change control, and configuration management.
Added 38 mins ago
LB
Junior Digital Marketing Project Manager
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Langley (District), BC · Langley, BC
- Part-time
Contribute as a project manager internally on Longhouse initiatives that help grow our business. Including all project management phases such as interview (problem identification, research,…
Added 38 mins ago
Animal Welfare Officer
The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Kelowna, BC
…province of BC. Join an expanding team in an exciting time of change in an organization that makes a difference! Please read below for additional details and let us know if you have the…
Added 38 mins ago
M
Project Manager
Metrolinx
Toronto, ON
- Full-time
Oversee procurement and contract administration activities, including the initiation and management of purchase orders, contract change management, and other commercial documentation.
Added 52 mins ago
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Supervisor - Ontario Mills
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ON · Ontario, Canada
- $17.75 to $24 USD / hour
- Part-time
As a Part-Time Supervisor, you will support the management team to create the best experience for our customer and deliver desired results. You also share the responsibility to execute…
Added 52 mins ago
D
Account Manager
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BC · British Columbia, Canada
- Full-time
Strong influencing skills, capable of supporting change management in large organizations and delivering value through your people skills
Added 52 mins ago
HH
HVAC Project Manager
Hammer's Heating & Cooling
Pitt Meadows, BC
- Full-time
We are seeking an experienced HVAC Project Manager to oversee heating and cooling projects from signed agreement through final installation. This position requires a well-rounded HVAC…
Added 53 mins ago
E
Project Manager
EllisDon
Edmonton, AB · AB · Alberta Projects
- Full-time
Submit project reports to Area Manager and communicate with management about project progress and areas of risk that need to be escalated
Added 53 mins ago
VC
Practice Manager - Greater Vancouver Area
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Vancouver, BC
- Full-time
Change Management Experience: Guide us through growth and transformation.
Added 53 mins ago
A
LOTO Manager
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Toronto, ON
- Full-time
Come join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is seeking a LOTO Manager to join our team in Toronto, Ontario. This role will support a transformative transit…
Added 1 hour ago
CC
Manager, Communications
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Vancouver, BC
- Full-time
As a member of the Communications team at the Canadian Cancer Society (CCS), the Mission Communications Manager is primarily responsible for developing communications strategies, plans and…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
WC
(CAN) Customer Service Manager
Walmart Canada
Sussex, NB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…

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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