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Added 6 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 6 mins ago
CC
Manager - Revenue Operations & Analytics
CARFAX Canada
London, ON
- $100,000 to $130,000 CAD / year
- Full-time
The Manager, Revenue Operations is responsible for supporting the sales and client-facing teams through reporting, analytics, process improvement, and operational leadership. This role…
Added 6 mins ago
MT
Used Trailer Sales Manager NEW!!!
Maxim Truck and Trailer
Winnipeg, MB
- Full-time
…relationships, identifying market opportunities, and supporting sales initiatives across the…
Added 6 mins ago
RU
Responsable restauration / Catering Lead
Ricoh USA, Inc.
Montreal, QC
- Full-time
…model in creating an environment that delivers exceptional service, quality and meets the needs of internal and external clients. This position may also include general clerical, reception,…
Added 6 mins ago
RF
Customer Account Manager (Fire Protection Services)
Radius Fire Protection
Richmond, BC
- Full-time
As an Customer Account Manager (Fire Protection Services), you are responsible for managing and developing a portfolio of fire service accounts. This role requires strong…
Added 6 mins ago
SL
People Services Specialist
Sun Life Québec
Montreal, QC
- Full-time
The Specialist, HR Contact Centre, is responsible for delivering excellent HR service to employees by handling a wide range of HR inquiries and issues within the HR Shared Services team. As…
Added 6 mins ago
TS
Store Associate
The Salvation Army in Canada
Saint John, NB
- Full-time
When performed effectively, this position will ensure excellent donor & guest service, reduce losses and maximize sales and profitability.
Added 6 mins ago
TW
Shift Manager
The Wendy's Company
Port Perry, ON
- Full-time
Being able to have fun in a sometimes stressful environment due to volume of sales
Added 9 mins ago
H
Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
Hitachi
Montreal, QC · (HE)Office_QC, Saint-Laurent
- Full-time
…opérationnelles du poste et assurer une collaboration et un service à la clientèle…
Added 9 mins ago
AZ Driver Merchandiser
CONA Services
Brampton, ON
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 9 mins ago
Senior Manager, Canadian Tax
ASSA ABLOY
Toronto, ON
We are seeking an experienced and strategic Senior Manager, Canadian Tax to lead all aspects of Canadian tax compliance, reporting, planning, and controversy management. This role will…
Added 12 mins ago
TH
Shift manager - fast food restaurant
Tim Hortons
Saint-Césaire, QC
- From $18.1 CAD / hour
- Full-time
- On-site
Ensure that food and service meet quality control standards
Added 19 mins ago
MR
Shift manager - fast food restaurant
McDonalds Restaurant
Sundre, AB
- From $19.5 CAD / hour
- Full-time
- On-site
Ensure that food and service meet quality control standards
Added 22 mins ago
RC
Inside Sales Representative
Rexel Canada
Timmins, ON
- Full-time
As the Inside Sales Representative based in Timmins, ON you will build relationships with our customers by assisting with any product inquiries, maintaining the customer database and…
Added 22 mins ago
P&
Gestionnaire principal, stratégies de tarification et transactions / Senior Manager, Pricing & Lifecycle Strategy
Pratt & Whitney
Longueuil, QC
- Full-time
Dans le cadre du processus de gouvernance commerciale, mener la stratégie commerciale pour les programmes moteurs en service, avec un focus sur l'optimisation de la tarification et du…
Added 22 mins ago
KG
Regional Manager
Kevito Group
Vancouver, BC
- Full-time
Kevito Group is seeking a Regional Manager to oversee the performance and operations of Chatime locations across British Columbia.
Added 22 mins ago
B
Manager, Community Partnership & Business Development
BMO
Vancouver, BC
- Full-time
As a key member of the New to Canada and Customer Growth team, the Manager, Community Partnerships & Business Development will be responsible for developing and executing community…
Added 23 mins ago
M
Senior Account Manager, Paid Social
Monks
Toronto, ON
- Full-time
The Senior Account Manager – Paid Social role is an account management and leadership role meant for a paid social advertising wizard who loves developing strategy and executing on that…
Added 23 mins ago
A
Manager, Data Engineering
Avanade
Toronto, ON
- Full-time
…the strategic direction using data platforms, reporting, self-service analytics, real time intelligence and AI…
Added 23 mins ago
GG
National Field Training Audiologist
GN Group
ON · Ontario, Canada
- $85,000 to $110,000 CAD / year
- Full-time
Contribute to the achievement of GN ReSound sales and profitability objectives by providing audiological and technical training designed to increase Clinician/Dispenser knowledge, skills,…
Added 24 mins ago
MC
Regional Vice President Wealth
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
…advisor best practices assist in the development of annual sales plans and budgets for the Wealth Management line of the…
Added 24 mins ago
Sales Account Manager, Theatrical
Amazon
Toronto, ON
We’re looking for a results-oriented Sales Account Manager who is passionate about partnering with our advertisers, educating them and helping to solve ambiguous business problems,…
Added 24 mins ago
TH
Hardware Sales Part Time (HALIFAX)
The Home Depot
Dartmouth, NS
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 35 mins ago
SH
Sales Assistant (part time), Sterling Homes
Sterling Homes Edmonton
AB · Edmonton, AB
- Part-time
Reporting to the Manager, Sales and Marketing, as the Sales Assistant in Edmonton, AB, you will support the new home sales process. You also assist in maintaining the assigned show homes…
Added 35 mins ago
CI
Traveling Merchandiser
Core-Mark International
Kelowna, BC
- Full-time
As a Merchandiser, you will report to the Sales Account Manager. You will be working in our customer retail locations in the interior area of BC and be responsible for the maintenance 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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