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Added 7 mins ago
WC
Senior Mechanical Estimator
Worley Canada Construction
AB · Edmonton, AB
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 7 mins ago
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Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
…improving the diagnosis, treatment and lived experience of people with endometriosis. Reporting to Drs. Andrew Zakhari, Dong Bach Nguyen and Basile Tessier-Cloutier, the…
Added 7 mins ago
FC
Sr Manager- Facility Operations 1
FedEx Canada
Comox, BC
- Full-time
To plan, organize, direct and control all operations within the service area of the Ramp or small volume facility/Station in a way that provides maximum service to customers while…
Added 7 mins ago
FC
Engineering Specialist V
FedEx Canada
Bas-Saint-Laurent, QC
- Full-time
L'industrie du transport dans un rôle pertinent de gestion des opérations OU L'expérience en génie industriel dans n'importe quel domaine.
Added 7 mins ago
V
Vans: Assistant Gérant - Premium Outlets Montreal
Vans
Mirabel, QC
- $23.6 to $31.2 CAD / hour
- Full-time
As the Assistant Store Manager, you will lead, develop, and motivate a team of Brand Advocates to deliver consistent, best-in-class customer experience that reflects our brand values and…
Added 7 mins ago
CC
Shunter
Coca-Cola Canada Bottling Limited
Montreal, QC
- Full-time
…vision to be the World’s Greatest Bottler, Built by the Best People, and we’re looking for exceptional talent to help get us…
Added 7 mins ago
SC
Finance Controller
Stoakley-Stewart Consultants Ltd.
Mississauga, ON
- Full-time
This is a practical, operations-driven business where finance is closely connected to daily decision-making. The successful candidate will join a company where strong accounting leadership,…
Added 7 mins ago
FB
Meat Department Manager
Farm Boy Inc.
Guelph, ON
- $53,500 to $58,500 CAD / year
- Full-time
From the moment we opened our doors in 1981, we knew we wanted to be different. The people who work here are special, and that’s what makes us special. Our team members uphold the standards…
Added 7 mins ago
SH
Guest Service Manager l Full-Time l Radisson Blu Toronto Downtown
Silver Hotel Group
Toronto, ON
- Full-time
A fast-paced environment in an exciting industry, where you get the chance to meet people from all over the world. It’s a good place to be right now!
Added 7 mins ago
A
Visual Lead - Market Mall
ALO
Calgary, AB
- Full-time
…the Management Team. The Visual Lead will work closely with Operations & Visual Managers in initiating, delegating work, and providing feedback to the team to achieve optimal results…
Added 8 mins ago
P
Visual Team Leader
Patagonia
Kelowna, BC
- $23.4 to $25.9 CAD / hour
- Full-time
Training/Hiring: As part of the leadership team, you assist in the hiring of people who pursue interests that are related to our products and philosophy. You assist in the training of…
Added 8 mins ago
QP
Assistant Community Manager
QuadReal Property Group
Toronto, ON
- Full-time
QuadReal seeks to deliver strong investment returns while creating sustainable environments that bring value to the people and communities it serves. Now and for generations to come.
Added 8 mins ago
P
Retail Store Assistant Manager
Patagonia
Kelowna, BC
- $26.9 to $30.9 CAD / hour
- Full-time
As a Retail Store Assistant Manager, you invoke an engaging, inspiring, motivated, and efficient work environment to support the development of your team through timely communication and…
Added 8 mins ago
Senior Manager, Health & Safety
Clutch Technologies Inc.
Mississauga, ON
Reporting to the Director, People Operations, you will serve as the senior HSE expert for the business: advising Operations and ensuring multi-jurisdictional compliance, and leading the…
Added 8 mins ago
Laboratory Technician
Systemair, Inc.
Tillsonburg, ON
…size, sales volume, and market share. We employ and empower people to take initiative and make decisions with the best interests of our customers and team at heart by achieving our goals to…
Added 8 mins ago
Clinic Manager
Passion Dental Group Inc.
Vancouver, BC
At Passion Dental Group, we believe exceptional patient care starts with empowered teams, strong leadership, and a culture where people can thrive.
Added 8 mins ago
Customer Experience Supervisor
Trudell Medical Group
St. John's, NL
You’ll report directly to the Manager, Customer Experience, and partner closely with commercial leads, finance, quality, and other internal teams – owning team performance, complex…
Added 8 mins ago
International CAN - MPD Field Supervisor
Beyond Energy Services & Technology
Paradise, NL
Report operational issues and performance updates to the Operations Manager.
Added 8 mins ago
Guest Service Agent
Northland Properties
Revelstoke, BC
…management. Our well-known and loved brands have been bringing people together to celebrate unforgettable experiences across Canada, the US, Ireland, and the UK for over 50 years. As…
Added 8 mins ago
Front Office Manager
Northland Properties
Revelstoke, BC
…management. Our well-known and loved brands have been bringing people together to celebrate unforgettable experiences across Canada, the US, Ireland, and the UK for over 50 years. As…
Added 8 mins ago
M
Operational Readiness Specialist
Metrolinx
Toronto, ON
- Full-time
…routes, and major expansions to Toronto’s subway system, to get people where they need to go, better, faster and easier. Metrolinx is an agency of the Government of…
Added 8 mins ago
SC
Funeral Home Manager
Service Corporation International
Wolseley, SK
- Full-time
…and encourage profitable case volume growth. Manage the daily operations of multiple locations and multiple lines of business within the Funeral Home industry. Responsible for short-term…
Added 8 mins ago
UO
Academic Department Manager
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Faculty General Manager and providing operational support to 2 Department Chairs, the Academic Department Manager (ADM) is accountable for the design, implementation and…
Added 8 mins ago
RA
Co-op, Robotics Integration and Development (OTTO by Rockwell Automation)
Rockwell Automation
Waterloo, ON · Canada-Ontario-Waterloo
- $20 to $32 CAD / hour
- Full-time
…global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the…
Added 8 mins ago
R
Manager, Change Management
RBC
Toronto, ON
- Full-time
The Manager, Change Management, will be primarily accountable to define strategy, lead, and execute end-to-end change management (process, technology, and people) for an assigned set of…

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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