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Added 3 mins ago
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Product Support Engineer - NAMER
Ashby
Canada
- Full-time
Most of your experience is in internal IT, help desk, endpoint, hardware, network, infrastructure, cloud operations, systems administration, infrastructure maintenance, or service…
Added 3 mins ago
UO
Tech/Facility Support Analyst, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Part-time
This job posting is hiring for the morning and/or afternoon shift. Reporting to the Manager, Facilities and Operations, Daily tasks and work assignments will be distributed and supervised…
Added 34 mins ago
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Team Leader
Dollarama
Mercier, QC
- Full-time
As part of the management team, the Team Leader provides support to the Store Manager and Assistant Store Manager in overseeing daily retail store operations.
Added 34 mins ago
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Gérant de département PC Express – non syndiqué temps plein jour
Provigo
Gatineau, QC
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in one of our stores, you will have an immediate impact on sales…
Added 34 mins ago
NF
Front End Department Manager Part Time Day
No Frills
Langley (District), BC · City of Langley, BC
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 34 mins ago
PC
Area Manager - M&M Food Market
Parkland Corporation
Calgary, AB
- Full-time
Reporting to the Director, Corporate Store Operations & Training, the Area Manager is responsible for a region comprised of 15-20 M&M Food Market corporate store locations. The person acts…
Added 34 mins ago
B&
Retail Store Manager-Lloyd Mall
Bath & Body Works
Lloydminster, AB
- $64,200 to $83,510 USD / year
- Full-time
As a Store Manager, you will have the opportunity to develop outstanding associates, deliver exceptional and consistent customer experiences, and positively impact growth. Our store leaders…
Added 34 mins ago
Assistant Store Manager-Retail
Roots
Waterloo, ON
We are currently hiring for a Assistant Store Manager. Reporting to the Store Manager, the Assistant Store Manager creates and maintains the Roots experience for our customers and…
Added 34 mins ago
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Senior Social Content Specialist
Metrolinx
Toronto, ON
- Full-time
…Content Specialist for a 15 month contract term. Reporting to the Manager, Social Media, this role is responsible for developing, executing, and optimizing organic and paid social media…
Added 1 hour ago
PC
Area Manager - M&M Food Market
Parkland Corporation
AB · Edmonton, AB
- Full-time
Reporting to the Director, Corporate Store Operations & Training, the Area Manager is responsible for a region comprised of 15-20 M&M Food Market corporate store locations. The person acts…
Added 1 hour ago
SH
Cook | Part-Time | Hotel Victoria
Silver Hotel Group
Toronto, ON
- Part-time
Reporting to the Food & Beverage Manager, the Cook:
Added 1 hour ago
SC
Vice President Business Development / Portfolio Manager / Investment Advisor - British Columbia / Vancouver / Vancouver Island- Partner Track
Schwaben Capital Group Limited
Toronto, ON
- Full-time
Investment Advisor / Portfolio Manager - Business Development, Partner Track
Added 1 hour ago
P
Gestionnaire de projets – Services aux utilisateurs et projets technologiques
Procom
Montreal, QC
- Contract
…fonction Services aux utilisateurs en assurant la continuité des opérations, tout en offrant du leadership et de la supervision pour des initiatives technologiques et d’environnement de…
Added 1 hour ago
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Human Resources Manager, (People & Culture) (English Services) (Hybrid/Telework)
Radio-Canada
Toronto, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 1 hour ago
T
Senior Manager, Commercial Services - 417
TD
Ottawa, ON
- Full-time
This role is responsible for leading a team of Account Managers in structuring credit and managing operations. Provide guidance, leadership, coaching and development to ensure business…
Added 1 hour ago
CI
Store Manager
Carters Inc.
Surrey, BC
- Full-time
As a Store Manager, you and the team you lead will be the first face of the brand for growing families. You and the team you lead will be there to congratulate new parents and grandparents,…
Added 1 hour ago
HI
Insurance Advisor, Auto
HUB International
Burnaby, BC
- Full-time
…administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients…
Added 1 hour ago
TB
store manager - retail
TWO BAY ENTERPRIZES LTD
Moosonee, ON
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
…Investment Management team, you will help manage business and operations within the team. You will play a key role in executing activities and client contact as per the portfolio manager’s…
Added 1 hour ago
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Retail Keyholder, Sandro, Richmond, McArthurGlen Designer Outlet
SMCP – Sandro, Maje, Claudie Pierlot, Fursac
Richmond, BC
- Temporary
…you’re guiding clients to the perfect outfit or ensuring store operations run seamlessly, you’ll help create a shopping experience that’s as chic as Paris…
Added 1 hour ago
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Business Development Manager
Tavoron
Winnipeg, MB
- Full-time
Celco Controls seeks an accomplished and results-oriented Business Development Manager to continue to lead and accelerate our business development efforts.
Added 1 hour ago
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Sr. Financial Analyst
Brookfield
Toronto, ON
- Full-time
Prepare and post journal entries for manager/corporation entities
Added 1 hour ago
Nyf supervisor Hourly-Rest. Management
Recipe Unlimited
Halton Hills, ON
Follow all New York Fries standards, outlined by the Store Manager, Regional Business Development Manager and New York Fries Executive team
Added 1 hour ago
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Performance Coach, Client Care Learning & Development
ATB
Calgary, AB
- Full-time
…members throughout their learning journey. You report to the Manager, Client Care Learning & Development, advancing the team's strategic goals through proactive…
Added 1 hour ago
T
People Generalist
Twilio
Remote, Canada
- Full-time
- Remote
…Generalists team, reporting to the Global People Generalists Manager, and partnering closely with and supporting the work of international and functional HRBPs and COEs across the People…

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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