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Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Part-time
…environment. Our extraordinary team also includes 4 personnel to help physicians with any daily tasks. Located in Willowbrook, our clinic is right at the heart of Langley and is next-door…
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Abbotsford, BC
- Full-time
Balanced Practice: We help you prioritize creating a balanced patient panel and a well-rounded practice that meets your professional goals.
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
- Full-time
This Medical Clinic is seeking a locum physician to help with coverage on a flexible basis. We are open to any days that work best for your schedule, and you are welcome to pick up shifts…
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Ladner, BC
- Full-time
This modern, bright clinic has a team of dedicated and well-trained staff to help the physicians with a focus to provide an approach that is patient-centered to all of our patients which is…
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Abbotsford, BC
- Full-time
Balanced Practice: We help you prioritize creating a balanced patient panel and a well-rounded practice that meets your professional goals.
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Port Moody, BC
- Part-time
…is a unique opportunity to join a clinic from inception and help shape its culture and…
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Port Moody, BC
- Part-time
…is a unique opportunity to join a clinic from inception and help shape its culture and…
Added 17 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
- Part-time
This is a rare opportunity to help shape and grow a clinic from the ground up in one of Metro Vancouver’s fastest-growing communities.
Added 33 mins ago
C
AKS/ ARO DevOps Engineer
Capgemini
Mississauga, ON
- $75 to $95 CAD / hour
…where you’ll be able to reimagine what’s possible. Join us and help the world’s leading organizations unlock the value of technology and build a more sustainable, more inclusive…
Added 46 mins ago
TS
Justice Direct Support Worker
The Salvation Army in Canada
Saskatoon, SK
- Part-time
…on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people…
Added 1 hour ago
A
Senior Piping Stress Analyst Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
…of the assigned work, while knowing when to seek specialized help from subject matter…
Added 1 hour ago
A
Piping Supports Design Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
Review of technical documents and drawings (e.g. equipment General Arrangement drawings, equipment layout drawings, isometrics, pipe supports, flow diagrams and P&ID), calculations,…
Added 1 hour ago
A
Senior Piping Supports Design Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
…of the assigned work, while knowing when to seek specialized help from subject matter…
Added 1 hour ago
A
Senior Piping Stress Analyst Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
…of the assigned work, while knowing when to seek specialized help from subject matter…
Added 1 hour ago
A
Piping Stress Analyst Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
Explore the rewards and benefits that help you thrive – at every stage of your life and your career at AtkinsRéalis in Canada.
Added 1 hour ago
A
Piping Stress Analyst Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
Explore the rewards and benefits that help you thrive – at every stage of your life and your career at AtkinsRéalis in Canada.
Added 1 hour ago
A
Senior Piping Supports Design Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
…of the assigned work, while knowing when to seek specialized help from subject matter…
Added 1 hour ago
A
Piping Supports Design Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
Review of technical documents and drawings (e.g. equipment General Arrangement drawings, equipment layout drawings, isometrics, pipe supports, flow diagrams and P&ID), calculations,…
Added 1 hour ago
FM
financial officer
Fresh Market Foods
Sioux Lookout, ON
- Full-time
Maintain general ledgers and financial statements
Added 1 hour ago
MY
YOUTH DEVELOPMENT COORDINATOR
McMan Youth, Family and Community Services Association of Calgary & Area
Calgary, AB
- Full-time
…the Youth Development Coordinator will teach life skills, and help youth establish normal routines while promoting their overall well-being. McMan is seeking a candidate who builds strong…
Added 1 hour ago
S
Data Center Technician
Serverfarm
Toronto, ON
- Full-time
Join our team of innovators and help shape the future of sustainable data centers while building a career without boundaries.
Added 1 hour ago
IB
Financial Analyst
IVEY BUSINESS SCHOOL FOUNDATION
London, ON
- $57,594 to $72,018 CAD / year
- Full-time
- Contract
…account for timely and accurate financial information. Prepare general journals, balance sheet account reconciliation and month/year-end working papers, as required, in timely and accurate…
Added 1 hour ago
TS
Justice Direct Support Worker
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
…on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people…
Added 1 hour ago
SN
Administrative Officer
Squamish Nation
BC
- $53,788 to $67,235 CAD / year
- Full-time
…to detail, and ability to manage competing priorities will help support the department in providing services to Squamish Nation children and…
Added 1 hour ago
GW
Assistant General Manager - Longhorn, Whistler, BC
Gibbons Whistler
Whistler, BC
- $55,000 to $70,000 CAD / year
We’re hiring an Assistant General Manager to join our team at The Longhorn Saloon, one of Whistler’s most iconic destinations for après-ski energy, legendary patio parties, and unbeatable…

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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