Find work in Canada.

347,456 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
Y
Associate Technical Account Manager
Yardi
Toronto, ON
- $69,600 to $73,100 CAD / year
- Full-time
Are you a tech-savvy individual with a passion for delivering exceptional customer service? Join our dynamic Residential Client Services team as an Associate Technical Account Manager…
Added 1 min ago
Equipment Service Support - Harvesting Heads
Tigercat | MacDonald Steel
Kamloops, BC · Prince George, BC · Williams Lake, BC · BC
Service Manager and Regional Service Managers
Added 16 mins ago
B
Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
…superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time…
Added 16 mins ago
B
Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Join a purpose‑driven team at the core of BMO’s risk management ecosystem. As the Senior Manager, Credit Risk Strategy Oversight, you will provide independent, forward‑looking challenge on…
Added 16 mins ago
B
Senior Relationship Manager, Commercial Banking (Financial Services Group)
BMO
Toronto, ON · FCP
- Full-time
Typically, 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. A CPA, CBV, CFA or other relevant…
Added 16 mins ago
B
Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Join a purpose‑driven team at the center of BMO’s risk management ecosystem. As a Manager, Credit Risk Strategy Oversight, you will provide specialized analytics, structured challenge, and…
Added 16 mins ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
…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…
Added 16 mins ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 16 mins ago
B
Senior Bilingual Contracting Representative
BMO
Toronto, ON · YNG
- Full-time
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Added 16 mins ago
B
Mortgage Specialist
BMO
Granby, QC · GRBY
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 16 mins ago
Vendor Relationship Manager - Property Claims
Aviva
Calgary, AB · AB
Preferably, possesses a university degree in business, finance or other related field
Added 31 mins ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Evaluate emerging Workday AI capabilities and recommend opportunities to improve employee and manager experiences.
Added 46 mins ago
EH
Management Trainee
Enterprise Holdings
Richmond, BC
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 46 mins ago
G
Commercial Oncology Pipeline Director
GSK
Mississauga, ON
- Full-time
Added 1 hour ago
YT
Retail sales manager
YOHO TRADING POST
Field, BC
- From $41.83 CAD / hour
- Full-time
- On-site
Added 1 hour ago
MG
Wireline Operator (Class 3Q Drivers for Oilfield)
MISTRAS Group
AB · Calgary, AB
- Full-time
…grounded, safety-focused professional who thrives in high-pressure field environments. You excel at executing precision downhole operations, performing rigorous integrity assessments, and…
Added 1 hour ago
S
Heavy Duty Mechanic
Sandvik
Sudbury, ON · Lively
- Full-time
Field Service Heavy Duty Mechanics (Surface and Underground)
Added 1 hour ago
S
Heavy Duty Mechanic
Sandvik
BC · British Columbia
- Full-time
Field Service Heavy Duty Mechanic (Surface and Underground)
Added 1 hour ago
S
Field Service Millwright
Sandvik
Saskatoon, SK
- Full-time
Some of the benefits of joining our Field Service team include:
Added 1 hour ago
NS
Seating & Mobility Equipment Specialist
National Seating & Mobility
Red Deer, AB
- Full-time
Branch Manager or Sales Manager (depending on the size of the branch)
Added 1 hour ago
M
Administrative Assistant
Medavie
Dartmouth, NS · MBC NS Local Office Dartmouth
- Full-time
…health information. This role requires a high level of customer service, professionalism and communication skills (verbal and written). Strong personal ethics, critical thinking and…
Added 1 hour ago
TS
Full Time Direct Support Worker - Winter Drop in Center
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 1 hour ago
TS
Casual Direct Support Worker - Winter Drop In Center
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 1 hour ago
TS
Part Time Direct Support Worker - Winter Drop in Center
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 1 hour ago
EH
Management Trainee
Enterprise Holdings
Port Coquitlam, BC
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…

BMO

Client Service Associate

Calgary, AB, Canada
CALG, Canada

$38,000.00 - $72,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $38,000.00 - $72,000.00
Job type: Full-time
Apply by: Oct 31, 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 2, 2026

Original job description

Application Deadline:

10/30/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

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. 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.

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.

Apply About employer

More about this job

Responsibilities

The Client Service Associate supports Investment Advisors with day-to-day administration, client relationship management, and branch operations. They are responsible for executing trades, handling client inquiries, managing account documentation, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Proficiency in compliance practices, trade processing, and strong communication and organizational skills are required.

Skills

Client service
Investment administration
Portfolio management
Trade execution
Regulatory compliance
Financial planning
Relationship management
Marketing coordination
Data management
Problem solving
Communication skills
Team collaboration
Risk management
Account maintenance
Mentoring

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisors
Wealth Sales
Client Service
Portfolio Reviews
Account Maintenance
Trade Processing
Regulatory Compliance
Risk Management
Financial Planning
Retirement Planning
Insurance Products
Trust Services
Estate Services
Marketing Initiatives
Client Database
Asset Rebalancing
Sales Administration
BMO Financial Group

Report this job