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Added 1 min ago
MC
Financial Services Representative - Full Time (Vineland Branch)
Meridian Credit Union
Vineland, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 1 min ago
Regional Sales Manager
Alfred Kärcher SE & Co. KG
Montreal, QC · Saint-Laurent, QC
The Regional Sales Manager (RSM) – Canada is responsible for driving sales growth through a hybrid dealer and direct sales model. This role requires a strong technical sales approach,…
Added 1 min ago
TT
Dispatcher
Trimac Transportation
Edmonton, AB
- Full-time
Reporting to the Dispatch Manager, the Dispatcher will be responsible for communicating the load plan to drivers and customers while also ensuring that all customer requirements are met. An…
Added 1 min ago
MC
Registered Practical Nurse (Permanent Full Time-Days Shift)
Mill Creek Care Centre
Barrie, ON
- Full-time
The Registered Practical Nurse (RPN) reports to the Assistant Director of Care/Nurse Manager and provides clinical leadership to support safe, high-quality, person-centred care. The RPN…
Added 1 min ago
R
Relationship Manager Commercial Markets
RBC
Woodstock, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 2 mins ago
M
Registered Manager
mcch
ON · Essex, ON
- Full-time
We are looking for a supportive and motivated Registered Manager to join one of our mental health team’s in Essex. This role is all about making a real difference to people’s lives.
Added 2 mins ago
EG
Human Resources Business Partner
Equinox Gold Corp.
Geraldton, ON
- Full-time
Reporting to the Manager of Human Resources, the Human Resources Business Partner will play a key role in supporting HR operations by providing guidance, administrative support, and…
Added 2 mins ago
WU
Senior HR Generalist
West Unified Communications Services (formerly known as InterCall Asia Pacific)
Montreal, QC
- Full-time
…helping them prepare for, respond to, and recover from critical events. Our cutting-edge company strives to become the most trusted, data-centric emergency services partner by uniting…
Added 2 mins ago
A
Senior Manager, QC Microbiology
AbCellera
Vancouver, BC
- $135,000 to $170,000 CAD / year
- Full-time
We are looking for a highly skilled Senior Manager, QC Microbiology to lead GMP QC-Micro operations at our biological Drug Substance (DS) clinical manufacturing facility in Vancouver. You…
Added 2 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 2 mins ago
SI
Director of Strategic Partnerships
Strategy Institute
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Open doors and create conversations at the CMO, VP and General Manager level.
Added 14 mins ago
Sales Associate
Laura Canada
Vaudreuil-Dorion, QC
Promotes the website, store CRM, loyalty program and marketing initiatives/events in place.
Added 14 mins ago
Marketing Specialist, Communications & Digital
MetOcean Telematics
Dartmouth, NS
This is a hands-on role with a strong focus on written content, digital marketing, website management, campaigns, and events. The successful candidate will help develop and publish content…
Added 14 mins ago
Deli Utility Clerk (Midtown)
Calgary Co-operative Association Limited
Calgary, AB
…Clerk position reports directly to the Deli Supervisor/Deli Manager, and the main responsibilities…
Added 14 mins ago
LE
Assistant Safety Manager
Lark Enterprises Ltd
Surrey, BC
- $90,000 to $100,000 CAD / year
- Full-time
The Assistant Safety Manager supports the Lark HSE Manager in the implementation, monitoring and continuous improvement of the LPL OH&S Program across all LPL projects. This is a hands-on,…
Added 14 mins ago
TG
Planet Fitness - Assistant General Manager - Gerrard Square
Taymax Group
Toronto, ON
- Full-time
We are looking for an Assistant Manager to join our team! As an integral member of our team, this position will be responsible for assisting in the oversight of club operations to ensure an…
Added 17 mins ago
AC
Product Line Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
…and telecommunications markets. We are seeking a Product Line Manager - High Speed I/O Connectors to manage and grow a portfolio of high-speed connector products supporting next-generation…
Added 17 mins ago
G
Facilities Manager (6-month contract)
Geotab
Oakville, ON
- Contract
…growth and deliver results! Geotab is seeking a Facilities Manager who will lead the Oakville Office Experience team and oversee the facilities, vendors, projects, and building operations…
Added 17 mins ago
PG
Project Manager
PACO Group
Longueuil, QC
- Full-time
To ensure the success of each of these projects, we are looking for a project manager capable of understanding the technical challenges, navigating the contractual aspects with ease, and…
Added 28 mins ago
RH
Program Aide Part-Time - Speed Interview Shortlist
Responsive Health Management
Ottawa, ON
- Part-time
The Program Aide reports to the Programs Manager and participates as a member of the interdisciplinary team to plan, implement and evaluate programs, outings and events that meet the…
Added 28 mins ago
Senior Manager, Healthcare & Professional Specialist
Scotiabank
Toronto, ON
As the Senior Manager, Healthcare & Professional Banking, you will lead a dynamic team of specialists dedicated to serving the healthcare and professional sectors. This role offers a unique…
Added 28 mins ago
BS
Spécialiste principal(e) – Fidélisation et CRM/Senior Loyalty & CRM Specialist
Browns Shoes
Montreal, QC
- Full-time
Added 28 mins ago
Engineer - Methods
Mitsubishi Heavy Industries, Ltd.
Mississauga, ON
Reporting to the Manager – Product Definition, the Engineer - Methods develops manufacturing integration concepts, determines assembly process/sequence, manufacturing bill of materials, and…
Added 28 mins ago
B-
Assistant Manager
BEST - For A Cleaner World
Vancouver, BC
- $55,000 to $57,000 CAD / year
- Full-time
An excellent company culture, with access to educational grants and regular team events and celebrations
Added 41 mins ago
BS
Food Service Operations Support Specialist
Bento Sushi
Toronto, ON
- $45,000 to $52,000 CAD / year
- Full-time
…address operational gaps, working closely with the Regional Manager and Director for…

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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