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Added 37 mins ago
CS
Full-Time Travel Agent (Brandon, Manitoba)
CAA South Central Ontario
Brandon, MB
- Full-time
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 37 mins ago
G
Associate Director, Media Planning
GALE
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…With expertise in strategy, media, CRM, creative, performance marketing, and technology, GALE creates integrated marketing systems and campaigns that grow businesses in significant ways.…
Added 53 mins ago
SC
Sales Associate - Part Time
Staples Canada
Okotoks, AB
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 2 hours ago
Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank
AB · Calgary, AB
Associate or Associate Director, Technical Investment Banking – Energy – Calgary, AB
Added 2 hours ago
RT
Business Development Associate
Rival Technologies
Vancouver, BC
- Full-time
Reporting to SVP of Strategy and Development, we’re looking for a curious Business Development Associate to join Rival Technologies. In this role, you’ll help generate leads, book meetings,…
Added 2 hours ago
AE
AE - Stock Associate
American Eagle Outfitters
Winnipeg, MB
- Part-time
…efficiently and productively by ensuring merchandise, visual props, marketing and fixtures stay…
Added 2 hours ago
SC
Sales Associate-Print&Services
Staples Canada
Vernon, BC
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 3 hours ago
CG
Business Development Associate Role
Combina Global Inc.
Calgary, AB
- Full-time
The Business Development Associate plays a critical role in supporting revenue growth, client engagement, marketing execution, and strategic business development initiatives within the…
Added 3 hours ago
HE
Entry Level Retail Sales Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $40,000 to $45,000 CAD / year
- Full-time
At Hype Events, we create engaging customer experiences for established brands through face-to-face marketing and retail campaigns. We’re looking for motivated individuals who are ready to…
Added 3 hours ago
P
Pet Groomer & Salon Trainer
PetSmart
AB · Edmonton, AB
- Full-time
Facilitates the associate experience and supports associate development. This includes but is not limited to training, onboarding, mentoring, and coaching for growth. as well as providing…
Added 4 hours ago
P
Part Time Flex Sales Associate
Pandora
Montreal, QC · Anjou, QC
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 4 hours ago
Underwriting Associate (Engineering & Construction)
Swiss Re
Toronto, ON
…accurate business-processing, administrative, technical, and marketing support to the underwriting process for Insurance & Specialty Underwriters and Client Managers. Duties and…
Added 4 hours ago
Underwriting Associate (Property)
Swiss Re
Toronto, ON
Support the Property Underwriting team, deliver timely and accurate business-processing, administrative, technical, and marketing support to the underwriting process for Insurance &…
Added 4 hours ago
C
Associate Financial Advisor
CIBC
Markham, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 4 hours ago
L
Product Experience Testing Lead
lululemon
Vancouver, BC
- Full-time
Bachelor’s degree with 1+ year of experience or Associate’s degree with 2+ years of experience, and a minimum of 4 years of relevant work experience in product testing, preferably in the…
Added 4 hours ago
SM
Communications Officer, Faculty of Arts
Saint Mary's University
Halifax, NS
- Full-time
Works with the Dean of Arts Office and the Arts Associate Deans on the preparation of newsletters, bulletins, program fact sheets, advising brochures, event posters, open house…
Added 4 hours ago
LC
Sr. Director, Pharmacy Services and Virtual Care
Loblaw Companies Limited
Toronto, ON
- Full-time
…services platform by working with cross-functional stakeholders (marketing, loyalty, operations, finance, legal etc.) to develop a coordinated release plan and support…
Added 4 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Richmond, BC
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 4 hours ago
M
Pharmacy Contracts & Member Onboarding Specialist (12 month contract)
McKesson
Mississauga, ON
- Full-time
…Pharmacy Programs, Pharma Distribution, Category Management, Marketing, Finance, and Legal…
Added 4 hours ago
MU
Associate Director Communications, Resident Admissions and Customer Service
McGill University
Res. Carrefour Sherb
- Full-time
Under the direction of the Senior Director Student Housing and Hospitality Services (SHHS), the Associate Director Communications, Residence Admissions and Customer Service +p+romote and…
Added 5 hours ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Montreal, QC
- Full-time
Ensure customer service by proactively communicating information; responding to inquiries; following customer protocols and may participating in customer marketing efforts.
Added 5 hours ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Contract
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 5 hours ago
ZC
Claims Specialist, Personal Lines Auto - Waterloo or Montreal
Zurich Canada
Waterloo, ON
- Full-time
Ensure customer service by proactively communicating information; responding to inquiries; following customer protocols and may participating in customer marketing efforts.
Added 5 hours ago
C
Sales Associate | Brokerage
Colliers
Saskatoon, SK
- Full-time
Industry-leading research, technology, marketing, and brand support
Added 5 hours ago
C
Sales Associate | Brokerage
Colliers
Regina, SK
- Full-time
Industry-leading research, technology, marketing, and brand support

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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