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Added 55 mins ago
WS
Proj Financial Controller EPMO
Workplace Safety and Insurance Board (WSIB)
ON · Ontario, Canada
- Full-time
Research and assess complex accounting and financial issues, identifying risks and opportunities.
Added 55 mins ago
LL
Manager, Finance, Permanent Full-Time
Lac La Biche County
Lac la Biche, AB
- Full-time
Lac La Biche County is seeking an experienced and collaborative financial leader to join our Corporate Services Division as Manager, Finance.
Added 1 hour ago
NN
Pricing Manager
Novo Nordisk
Mississauga, ON
- Full-time
As our new Pricing Manager, you will play a pivotal role in shaping how Novo Nordisk's portfolio is priced, listed, and accessed across Canadian public and private markets. From pre-launch…
Added 1 hour ago
CO
Financial Analyst
City of Nanaimo
BC · British Columbia, Canada
- Full-time
Applicants must have a minimum 4 years’ experience in a variety of complex accounting practices in a computerized environment as well as completion of a recognized British Columbia…
Added 2 hours ago
VP
Project Control Specialist
Vancouver Pile Driving
North Vancouver, BC
- $90,000 to $110,000 USD / year
- Full-time
Are you a seasoned project controls professional with a passion for delivering complex heavy civil, marine, industrial, or infrastructure projects?
Added 2 hours ago
T
Senior Manager, Commercial Services - 417
TD
Ottawa, ON
- Full-time
…alignment with credit and operational risk policies. The Senior Manager, Commercial Services is accountable for the Unit's growth through strong pipeline management and sales coaching,…
Added 3 hours ago
GC
Analyst, Fund Operations
Guardian Capital Group
Toronto, ON
- Full-time
Coordinate complex transactions and any fund accounting activities
Added 3 hours ago
B
Sr. Financial Analyst
Brookfield
Toronto, ON
- Full-time
…orientation, and the ability to operate effectively across a complex multi-entity…
Added 3 hours ago
A
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 3 hours ago
U
Associate Finance Manager, Foods (Canada)
Unilever
Toronto, ON
- Full-time
Associate Finance Manager (AFM) – Foods Canada
Added 4 hours ago
B
Bilingual Senior Manager, Client Finance Operations – Québec Clients
Burson
Toronto, ON
- Full-time
This existing role serves as the dedicated Senior Manager for day-to-day client finance operations across assigned Québec-based clients, with primary focus on the L'Oréal program as the…
Added 4 hours ago
CP
Full Stack Solutions Developer
CAAT Pension Plan
Toronto, ON
- Full-time
We are seeking a Full Stack Solution Developer for our Pension Solutions team. Reporting to the Manager, Enterprise Automation, the Full Stack Solutions Developer will collaborate closely…
Added 4 hours ago
AG
Business Intelligence Analyst
ATCO Group
Edmonton, AB
- Full-time
ATCO is looking for a Business Intelligence Analyst to join our Finance team and play a key role in transforming complex data into meaningful insights. Reporting to the Senior Manager,…
Added 4 hours ago
J
Manager of Projects (MOP)
Jacobs
Ottawa, ON
- $168,600 to $221,325 USD / year
- Full-time
…infrastructure needs of data centers and private developers. As Manager of Projects (MOP), you will lead a portfolio of projects and serve as a key liaison with Advanced Facilities (AF),…
Added 4 hours ago
A
Program Manager, Transformation
Acosta
Mississauga, ON
- Full-time
The Transformation Program Manager is responsible for leading the end-to-end delivery of large-scale, cross-functional Global Business Services Transformation. This role serves as the…
Added 4 hours ago
T
Senior Information Security Analyst
TD
Toronto, ON
- Full-time
…participate in projects of moderate to high complexity and provide complex reporting, analysis, and assessments at the functional, business line or enterprise level for own…
Added 5 hours ago
J
Manager of Projects (MOP)
Jacobs
Calgary, AB
- $168,600 to $221,325 USD / year
- Full-time
…infrastructure needs of data centers and private developers. As Manager of Projects (MOP), you will lead a portfolio of projects and serve as a key liaison with Advanced Facilities (AF),…
Added 5 hours ago
RH
Personal Assistant
Robert Half
Vancouver, BC
- $80,000 to $90,000 CAD / year
- Full-time
Manage and coordinate complex personal and family calendars.
Added 5 hours ago
T
Business Succession Advisor
TD
Vancouver, BC
- Full-time
Researching complex business planning matters to ensure relevant tax, estate, and succession considerations are addressed
Added 5 hours ago
T
Modelling / Forecasting Senior Analyst (Quants)
TD
Toronto, ON
- Full-time
…The MV team is responsible for the vetting and approval of complex mathematical and statistical models used in credit lending, business operations, and stress testing. By ensuring an…
Added 5 hours ago
T
Sr. Business Systems Analyst - Core Platform
TD
London, ON · Toronto, ON
- Full-time
…Journey-sponsored and Infrastructure initiatives. You will translate complex requirements into clear JIRA user stories using the Behavior-Driven Development methodology to ensure delivery…
Added 5 hours ago
T
KYC Business Insights & Enablement
TD
Toronto, ON · Markham, ON
- Full-time
…Customer (KYC) Program. This role is responsible for transforming complex data into meaningful insights that strengthen risk oversight, inform executive decision-making, and drive…
Added 5 hours ago
SL
Manager, Third Party Risk Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Manager, Third Party Risk Management (TPRM), is responsible for overseeing the enterprise TPRM Policy, Operating Guideline, and supporting procedures. As a second line of defence (2B)…
Added 5 hours ago
SL
Associate Director, Investment Data - SLC Management
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
· Perform data analysis, profiling, reconciliation, validation, and root-cause investigations across investment and accounting data domains, while collaborating with engineers and…
Added 5 hours ago
SM
Associate Director, Investment Data - SLC Management
SLC Management
Toronto, ON · Sun Life Toronto One York
- Full-time
· Perform data analysis, profiling, reconciliation, validation, and root-cause investigations across investment and accounting data domains, while collaborating with engineers and…

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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