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Added 4 mins ago
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Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
RBC
Toronto, ON
- Full-time
Assist in generation, assessment and completion of financings with private equity sponsor owned businesses, and ongoing management and monitoring of the MMLF portfolio
Added 18 mins ago
Manager - Design Services
City of Vancouver
Vancouver, BC
This is a senior working management role requiring advanced design expertise and strong leadership. The Manager contributes directly to creative development and design production while also…
Added 34 mins ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
Wealth Management Essentials, Qualified Associate Financial Planner (QAFP), and Certified Financial Planner (CFP) an asset
Added 34 mins ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 hour ago
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Value Stream Manager Vanes
Pratt & Whitney
Longueuil, QC
- Full-time
Added 1 hour ago
FC
Associate Dean, Norton Wolf School of Aerospace, Information, and Defence Technologies
Fanshawe College
London, ON
- Full-time
…development, and industry partnership, the school delivers a diverse portfolio of programs spanning Aircraft Maintenance, Commercial Flight, Computer Science, Network and Systems…
Added 1 hour ago
RB
Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
Assist in generation, assessment and completion of financings with private equity sponsor owned businesses, and ongoing management and monitoring of the MMLF portfolio
Added 2 hours ago
EJ
Canada Initiative Leader
Edward Jones
Mississauga, ON
- $99,900 to $170,000 CAD / year
- Full-time
…initiative delivery including strategic planning, financial management, stakeholder alignment, resource planning, organizational change management, risk mitigation, service readiness,…
Added 3 hours ago
CA
Leasing Manager
Centurion Associates Inc
AB · Edmonton, AB
- Full-time
Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced…
Added 4 hours ago
FT
Associate Dean, Norton Wolf School of Aerospace, Information, and Defence Technologies
Fanshawe Toronto@ILAC
London, ON
- Full-time
…development, and industry partnership, the school delivers a diverse portfolio of programs spanning Aircraft Maintenance, Commercial Flight, Computer Science, Network and Systems…
Added 5 hours ago
BS
Marketing & Biomedical Communications Associate
Boston Scientific
Mississauga, ON
- Full-time
The Marketing & Biomedical Communications Associate works with the Biomedical Communications team to develop and execute clinically accurate content for promotional materials, campaigns,…
Added 5 hours ago
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Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank - Global Banking and Markets
Calgary, AB
- Full-time
Associate or Associate Director, Technical Investment Banking – Energy – Calgary, AB
Added 5 hours ago
ES
Associate Development Manager - EA Sports FC
EA SPORTS
Vancouver, BC
- Full-time
EA SPORTS is one of the most iconic brands in entertainment – connecting hundreds of millions around the world to the sports they love through a portfolio of industry-leading video games.
Added 5 hours ago
BB
VDC Associate
Bosch Building Technologies North America
Toronto, ON
- Full-time
The VDC Associate prepares, organizes, and presents various documents to meet project delivery and close-out requirements. This position works in conjunction with Systems…
Added 6 hours ago
BS
Quality Systems Associate, Co-op/New Grad
Boston Scientific
Mississauga, ON
- Full-time
The Quality Systems Associate will have the opportunity to gain practical experience within a global medical device organization while supporting quality systems processes, continuous…
Added 6 hours ago
U
Associate Finance Manager, Foods (Canada)
Unilever
Toronto, ON
- Full-time
Associate Finance Manager (AFM) – Foods Canada
Added 6 hours ago
TA
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Victoria, BC
- Part-time
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 7 hours ago
UO
Associate Director, Residence Life
University of Victoria
Victoria, BC
- Full-time
The Associate Director, Residence Life (ADRL), is a vital student affairs leader at the University of Victoria. As a student housing and community life professional, the ADRL has…
Added 7 hours ago
CG
Retail Sales Associate
Capilano Group
North Vancouver, BC
- $18.5 CAD / hour
- Temporary
…Suspension Bridge Park in North Vancouver. The Capilano Group’s portfolio includes Moraine Lake Lodge, Moraine Lake Trading and Cathedral Mountain Lodge in the Canadian Rockies, Stanley…
Added 8 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 8 hours ago
E
Warehouse Associate
EECOL
Red Deer, AB
- Full-time
…business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive and family-like work environment. We provide a compensation…
Added 8 hours ago
E
Warehouse Associate
EECOL
Edmonton, AB
- Full-time
…business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive and family-like work environment. We provide a compensation…
Added 8 hours ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Edmonton Trail
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 8 hours ago
SI
Sales Associate
SNDL Inc.
AB · ACE Liquor Discounter Olde Towne
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 8 hours ago
SI
Store Associate
SNDL Inc.
AB · ACE Liquor Discounter Jasper Gates
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…

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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