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Added 32 mins ago
Senior Customer Experience Associate - Lower Lonsdale, Vancouver BC (18.75hrs/week)
Scotiabank
Vancouver, BC
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 59 mins ago
Sales Associate
Rogers Communications
Toronto, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 59 mins ago
Sales Associate
Rogers Communications
Toronto, ON · Calgary, AB
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 59 mins ago
Sales Associate
Rogers Communications
New Minas, NS
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 1 hour ago
AW
Bilingual Customer Success Associate / Associé(e) bilingue à la réussite client
Agora Wealth
Mississauga, ON
- Full-time
We are a modern AI wealth management platform built for independent advisors and dealer partners who want to grow, operate efficiently, and deliver better client outcomes - without…
Added 1 hour ago
T
FP Client Service Associate
TD
Toronto, ON · Calgary, AB
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 1 hour ago
MT
Tax (Private Client Tax Planning) Associate (4-6 Years)
McCarthy Tétrault
Toronto, ON
- Full-time
Experience with private wealth and estate planning, non-resident trusts, immigration and emigration, charities, reorganizations and transactions involving privately held businesses;
Added 1 hour ago
MT
Tax (Private Client Tax Planning) Associate (1-3 Years)
McCarthy Tétrault
Toronto, ON
- Full-time
Experience with private wealth and estate planning, non-resident trusts, immigration and emigration, charities, reorganizations and transactions involving privately held businesses;
Added 1 hour ago
Customer Experience Associate - Fernie, BC (18.75 hours/week)
Scotiabank
BC · Fernie, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Administrative Associate, ScotiaMcLeod, Global Wealth Management
Scotiabank
Toronto, ON
…of new ideas and approaches, actively sharing knowledge and experience to enhance the development of all team members, developing and executing a meaningful employee development…
Added 1 hour ago
T
FP Client Service Associate
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 1 hour ago
S
L'associé(e), Gestion de capital/Associate, Capital Management
Sagard
Montreal, QC
- Full-time
…private credit and real estate. Sagard also engages in private wealth management through Sagard…
Added 3 hours ago
MC
Financial Services Associate, Contact Centre (Full-Time, Hybrid)
Meridian Credit Union
St. Catharines, Ontario
- $60,000 to $64,000 CAD / year
- Full-time
Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.
Added 3 hours ago
Customer Experience Associate - London Main (30 hours/week) (18 months contract)
Scotiabank
London, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 4 hours ago
IF
Associate Director - Security Finance
iA Financial Group
Toronto, ON
- Full-time
Has experience interacting with broker-dealers, custodians, agent lenders and institutional counterparties.
Added 4 hours ago
IF
Intern – Associate, Investment Products and Platforms
iA Financial Group
Toronto, ON
- $23.5 to $29.5 CAD / hour
- Full-time
Are you driven by finance and wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Intern…
Added 4 hours ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
…Do you enjoy building strong business relationships and have experience in the life insurance, investment, or broader financial services…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 7 hours ago
MS
Consultant Conversion - Software Eng III : Job Level - Director
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…markets and shape the future of our communities. This is an Associate position within the Software Engineering job family which is part of the job family responsible for developing and…
Added 8 hours ago
DT
customer service associate I
Dollar Tree Stores
Sarnia, ON
- Part-time
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 9 hours ago
R
Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
RBC
Toronto, ON
- Full-time
Interact and develop working relationships with other Associates/Associate Directors within CCG and Capital Markets to facilitate deal execution by sharing key practices and transaction…
Added 10 hours 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 10 hours 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 11 hours ago
RB
Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
Interact and develop working relationships with other Associates/Associate Directors within CCG and Capital Markets to facilitate deal execution by sharing key practices and transaction…
Added 12 hours ago
EJ
Canada Initiative Leader
Edward Jones
Mississauga, ON
- $99,900 to $170,000 CAD / year
- Full-time
…Digital Product Management, Cloud, Data & AI, Compliance, Legal, Wealth Management, Risk Management, and Field Management…

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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