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Added 11 mins ago
PC
Staff Accountant (Bilingual) - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
Reporting to the Finance Manager, the Staff Accountant will be responsible for performing full cycle accounting functions including preparation of financial reports for several…
Added 11 mins ago
BL
Marketing Specialist
BC Legal Management Association
Vancouver, BC
- Other
You’ll report to the Marketing Manager and work closely with our Marketing Coordinator. From day one, you’ll have real responsibility: you’ll lead events and projects from kickoff to…
Added 11 mins ago
YO
Advancement Manager
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Full-time
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Added 11 mins ago
Jr. Sous Chef - Trius
Andrew Peller Limited
Niagara-on-the-Lake, ON
…reports all unsafe working conditions/hazards to their reporting…
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ECH - Manager, Marketing (12-Month Contract)
The Employee Experience Team
Vaughan, ON
Added 26 mins ago
GO
Trades Instructor
Government of Manitoba
The Pas, MB
- Part-time
Under the general supervision of the Food Services Manager, the incumbent of this position is responsible for the preparation of meals, the supervision of inmates engaged in the preparation…
Added 26 mins ago
CT
Asset Liability Management (ALM) Senior Financial Analyst
Canadian Tire Corporation
Oakville, ON · Toronto, ON
- Full-time
…division of Canadian Tire Bank (“CTB”) and will report to the Manager, ALM. As the Senior Financial Analyst, you will be accountable to perform high-quality reporting and analysis, and…
Added 26 mins ago
B
ServiceNow Developer
BMO
Toronto, ON · YNG
- Full-time
Added 26 mins ago
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Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
…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…
Added 26 mins ago
B
Senior Manager, Credit Risk Strategy Oversight
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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 26 mins ago
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Director & Assistant Market Leader, Private Wealth
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Toronto, ON · FCP
- Full-time
Added 26 mins ago
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Senior Relationship Manager, Commercial Banking (Financial Services Group)
BMO
Toronto, ON · FCP
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Added 26 mins ago
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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 26 mins ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Added 26 mins ago
B
Mortgage Specialist
BMO
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- Full-time
Added 26 mins ago
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Senior Bilingual Contracting Representative
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Toronto, ON · YNG
- Full-time
…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…
Added 26 mins ago
B
Mortgage Specialist
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Granby, QC · GRBY
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Added 26 mins ago
BB
Partner Marketing Specialist
Best Buy Canada
Newmarket, ON
- Full-time
Join Best Buy Ads as a partner marketing specialist, which you might call a marketing lead, marketing manager or a marketing account manager. You will work on a variety of partner marketing…
Added 26 mins ago
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Workplace Solutions Manager
BGIS
Toronto, ON
- Full-time
The Workplace Solutions Manager will be the prime contact to customer Business Units on behalf of the client Corporate Real Estate team. while also acting as a key interface between client…
Added 26 mins ago
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SENIOR ACCOUNT MANAGER FINANCING – Montreal
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Montreal, QC · Eastern Montreal
- Full-time
We are looking for a senior account manager who will leverage his or her interpersonal strengths and network to generate new business opportunities while managing a portfolio of existing…
Added 35 mins ago
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Bar manager
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Langley, BC
- From $37 CAD / hour
- Full-time
- On-site
Added 41 mins ago
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North Battleford, SK
- Full-time
Reporting to the Gas Bar Manager, you will have the following responsibilities:
Added 41 mins ago
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- Full-time
Job Description: Reporting directly to the manager, primary health, the Speech Language Pathologist is responsible for providing diagnostic, therapeutic and consultative services to…
Added 41 mins ago
M
People Services AI Solutions & Configuration Lead
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Toronto, ON · Waterloo, ON
- Full-time
Evaluate emerging Workday AI capabilities and recommend opportunities to improve employee and manager experiences.
Added 41 mins ago
M
Manager / Senior Manager, AI Model Risk Governance, Standards & Enablement
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Manulife is seeking an experienced Manager / Senior Manager, AI Model Risk Governance, Frameworks & Standards to lead the development and evolution of the enterprise AI Model Risk…

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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