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Added 14 mins ago
GO
Supervisor
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Manager of Operations, the Supervisor is responsible for employee supervision, training, onboarding, and scheduling. The position oversees daily program operations to…
Added 14 mins ago
GO
Building Projects Technologist
Government of Manitoba
Winnipeg, MB
- Full-time
Preservation & Support Services, Transportation Operations
Added 14 mins ago
CA
Resident Manager (Live-In)
Centurion Associates Inc
Gravenhurst, ON
- Full-time
Multi-Family - Operations - Gravenhurst, Ontario
Added 14 mins ago
TS
Store Associate
The Salvation Army in Canada
Ottawa, ON
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 14 mins ago
TS
Administrative Assistant/Kettle Coordinator
The Salvation Army in Canada
Parksville, BC
- Part-time
…events including food drives and fundraisings, ensuring smooth operations and exceptional service within The Salvation…
Added 14 mins ago
SL
Director, Digital Servicing
Sun Life Québec
Montreal, QC
- Full-time
Work closely with Digital Channels, Adoption & Engagement, Member Journey, and Operations teams to understand call drivers and strategically reduce contacts by shifting users to IVR and…
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TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
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Lead Roving Technician
e-STORAGE
Kitchener, ON
- Full-time
Coordinating with Project Manager, Commissioning Manager and LTSA manager to represent SolBank responsibilities through the commissioning process and LTSA.
Added 14 mins ago
CA
Customer Service Representative (Part-Time)
Centurion Associates Inc
Waterloo, ON
- Part-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 14 mins ago
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construction manager
TCI+
Laval, QC
- Full-time
Added 14 mins ago
WH
Assistant Food & Beverage Operations Manager
Westin Hotels & Resorts
Vancouver, BC
- Contract
Supervises Food and Beverage (F&B)/culinary daily operations, and monitors compliance with all F&B policies, standards, and procedures. Assists in the ordering of F&B supplies, cleaning…
Added 14 mins ago
FC
Package Handler Trainer
FedEx Canada
Belleville, ON
- Part-time
FedEx Canada operations and Canadian Customs regulations - (Preferred)
Added 14 mins ago
MS
Production Manager
MacDonald Search Group
Vancouver, BC
- Full-time
The Production Manager is responsible for overseeing daily food manufacturing operations to ensure safety, quality, efficiency, and production targets are achieved. This role leads plant…
Added 15 mins ago
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Senior Information Security Analyst
TD
Toronto, ON
- Full-time
Real-time analysis on identified cyber incidents currently impacting the bank’s operations.
Added 15 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Ottawa, ON · Vanier Thrift Store
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 15 mins ago
SAP SuccessFactors Employee Central Payroll - Senior Consultant/ Manager
EY
Toronto, ON · Ottawa, ON · AB · Calgary, AB
We are seeking a Senior Consultant / Manager with deep expertise in SAP SuccessFactors Employee Central Payroll to join our HR Technology practice. This role is designed for professionals…
Added 15 mins ago
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Branch Manager - West End
Vancity
Vancouver, BC
- Full-time
As a Branch Manager, you will lead branch operations, optimize member experience, and drive business development through exceptional people leadership and strategic execution within one of…
Added 15 mins ago
JC
Senior Project Manager, Datacenter Growth
Johnson Controls
Nisku, AB
- Full-time
…excellence, and long-term competitiveness. As a Senior Project Manager, you will be responsible for driving enterprise-level initiatives that enable the business to scale operations by 5x…
Added 29 mins ago
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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 30 mins ago
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Cook- Part-time
Extendicare
Cambridge, ON · LTC - Riverbend Place
- Part-time
· Assumes responsibility for routine departmental operations in the absence of the Dietary Manager.
Added 30 mins ago
HT
Talent Acquisition Coordinator
High Tide
Calgary, AB
- Temporary
…Acquisition Coordinator will report to the Retail Talent Acquisition…
Added 30 mins ago
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Bar Manager - Social & Listening Room
AccorHotel
Banff, AB
- Full-time
The Bar Manager supports the Social General Manager in delivering the full bar vision, with a special focus on cocktail programs and the Listening Room experiences. You act as a barroom…
Added 44 mins ago
PC
Project Manager - 174860
Piper Companies
ON · Durham, ON
- Full-time
Piper Companies is seeking a Project Manager to support a certification-focused initiative for a leading organization within the technology industry. The Project Manager will oversee…
Added 44 mins ago
RT
SALES MANAGER
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Vancouver, BC
- Full-time
Working closely with the General Manager and fellow Sales Managers, you will help oversee the day-to-day operations of the sales department and lead a high-performing team while driving…
Added 44 mins ago
SI
Project Operations Manager
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North Vancouver, BC
- Full-time
Role Description The Project Operations Manager role is a full-time, on-site position based in North Vancouver, BC. This role oversees the planning, coordination, and execution 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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