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Added 48 mins ago
YO
Facility Staff
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Full-time
Reporting to the Cleaning Manager, the Facility Staff (Full-Time Contract) plays a vital role in ensuring that the YMCA facility is clean, safe, and welcoming for members, guests, and…
Added 49 mins ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
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…
Added 2 hours ago
DG
Sales Admin
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Langley (District), BC · Langley, BC
- Full-time
The Sales Administrator at Mercedes-Benz Langley plays a key role in supporting the Sales Manager, General Manager, and Sales team to ensure smooth and efficient dealership operations. This…
Added 2 hours ago
MS
Patient Care Manager, General Medicine
Mount Sinai Hospital (Toronto), Sinai Health
Toronto, ON · Greater Toronto Area, Canada
- $70.31 to $87.91 CAD / hour
- Contract
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Added 3 hours ago
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- $60 to $80 CAD / hour
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Added 4 hours ago
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Store Manager - Coquitlam Center 7776
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Coquitlam, BC
- $21.5 to $22.5 USD / hour
- Full-time
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Territory Manager
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Kelowna, BC
- Full-time
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- Full-time
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Administrative Assistant
Pomeroy Lodging
Calgary, AB
- Full-time
…comprehensive administrative assistance to the Areas Operations Manager/General Manager. This includes handling a variety of tasks related to organization and communication, requiring…
Added 5 hours ago
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Project Manager
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Longueuil, QC
- Full-time
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Locum Consultant in Emergency Medicine
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OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
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Reporting to the Senior Manager, DevOps & System Integration, the Quality Engineer is responsible for creating, reviewing, executing, and documenting the tests necessary to ensure that…
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Senior Finance Manager
Dalhousie University
Halifax, NS
- Full-time
Duration of Contract (if applicable) March 31, 2029 with possibility of renewal
Added 6 hours ago
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Administrative & Payroll Assistant
Gainrep
Toronto, ON
- Full-time
…Work lists.About The RoleThis is a one-year maternity leave contract role.We are hiring an Administrative and Payroll Assistant to join our Office Management Team. This role is ideal for…
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Patient Care Manager, General Medicine
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Facility Manager
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Toronto, ON · Scarborough Finch
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Project Manager/Senior Project Manager (Edmonton)
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AB · Edmonton, AB
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Director, India Office
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Permanent/Temporary: Temporary 4-year Contract
Added 7 hours ago
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Server, Full-Time (Parental Leave Contract | October 2026 - June 2027)
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BMO

Client Service Associate

Calgary, AB, Canada
CALG, Canada

$38,000.00 - $72,000.00 · Full-time

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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.

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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

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