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Added 24 mins ago
A
Samsung Vertical Sales Specialist
Acosta
Mississauga, ON
- Full-time
The Client Account Manager in a 3PL Retail Merchandising and Retail Marketing Execution company is accountable for all aspects of assigned client(s) support including but not limited to…
Added 1 hour ago
GG
B2B - Sales Account Manager
GOODAI GLOBAL USA INC.
Vancouver, BC
- $95,000 to $120,000 CAD / year
- Full-time
We are seeking a results-driven B2B Sales Account Manager to lead and expand key wholesale and national retail accounts across Canada and North America.
Added 2 hours ago
WS
Restaurant manager
White Spot
Coquitlam, BC
- Full-time
Participate in marketing plans and implementation
Added 3 hours ago
Strategic Partner Manager, Data Strength, Global Channel Partners
Google
Toronto, ON
…advertising solutions to help them grow in today's dynamic marketing environment. You bring a passion for sales, knowledge of online media, and commitment to maximize customer success. You…
Added 3 hours ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Shelburne, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 3 hours ago
LC
Beauty Manager, Hourly Full Time Day
Loblaw Companies Limited
Shelburne, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 4 hours ago
Food & Beverage Manager
Rosewood Hotel Group
Vancouver, BC
Rosewood Hotel Georgia, a Rosewood Hotel, is looking for an exceptional and outstanding F&B Manager.
Added 4 hours ago
Restaurant Manager
Rosewood Hotel Group
Vancouver, BC
Rosewood Hotel Georgia, a Rosewood Hotel, is looking for an exceptional and outstanding F&B Manager.
Added 4 hours ago
Restaurant General Manager - Reflections
Rosewood Hotel Group
Vancouver, BC
Rosewood Hotel Georgia, a Rosewood Hotel, is looking for an exceptional and multi-talented Restaurant General Manager - Reflections is accountable for the overall leadership, performance,…
Added 5 hours ago
CK
Gérant Magasin
Circle K
Chambly, QC
- Full-time
…of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service…
Added 7 hours ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 9 hours ago
TH
Business Development Manager (Display/AV)
T&T HR Consulting
Canada
- Full-time
9. Collaborate closely with marketing, pre-sales, technical support, and operations teams to ensure smooth project execution;
Added 9 hours ago
OV
Curling Centre Manager | Full-Time | Temple Gardens Centre
Oak View Group
Moose Jaw, SK
- $58,000 to $62,000 CAD / year
- Full-time
The Curling Centre Manager is responsible for the day-to-day operation, administration, and customer experience of the Curling Centre. This role provides leadership and oversight of all…
Added 9 hours ago
OV
Sales & Marketing Manager | Full-Time | Temple Gardens Centre
Oak View Group
Moose Jaw, SK
- $58,000 to $65,000 CAD / year
- Full-time
The Sales & Marketing Manager is responsible for developing and implementing sales and marketing strategies that promote the facility, its events, and its services while generating revenue…
Added 11 hours ago
SD
Beauty Manager, Hourly Full Time Day
Shoppers Drug Mart
Shelburne, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 11 hours ago
DQ
assistant manager, restaurant
Dairy Queen
Burnaby, BC
- Full-time
Participate in marketing plans and implementation
Added 11 hours ago
FO
Retail Store Manager
Fenix Outdoor
Victoria, BC
- Full-time
As Store Manager, you'll take full ownership of store performance, leading people, operations, and community engagement in a way that reflects Fjällräven's mission and premium brand…
Added 11 hours ago
LA
Manager, Agency Operations
Loblaw Agency
Toronto, ON
- Full-time
We are looking for a Manager, Agency Operations, who will help plan and execute integrated marketing campaigns with both leadership skills and an attention to detail. This role will serve…
Added 11 hours ago
MC
Transportation Safety Manager
Migrate Corp
Mississauga, ON
- Full-time
Cross-Functional Chaos: Act as a bridge between Engineering, Product, Marketing, Legal, and the local coffee machine.
Added 11 hours ago
Regional Director - Clinic Support
Passion Dental Group Inc.
Calgary, AB
We’re looking for a Regional Manager who is passionate about developing leaders, strengthening clinic operations, and helping teams achieve their full potential.
Added 11 hours ago
TO
Philanthropy Operations Associate
The Ottawa Hospital Foundation
Ottawa, ON
- Full-time
Philanthropy Operations Associate, Donor Recognition and Stewardship
Added 11 hours ago
RE
Senior Drilling & Completions Engineer
Rubellite Energy
AB · Calgary, Alberta
- Full-time
with the Manager, Drilling & Completions to take wells from concept through execution and postwell
Added 11 hours ago
RE
Junior Geologist
Rubellite Energy
AB · Calgary, Alberta
- Full-time
Reporting to the Geology Manager, this role is part of the Geoscience team accountable for the technical mapping, data management, and analysis that underpins Rubellite’s heavy oil…
Added 11 hours ago
PC
Business Development Manager
Pentas Corporation
Hamilton, ON
- Up to $25 CAD / hour
…Relationship development and key account management skills enable the manager to build trust and maintain long-term client engagement, which is critical for sustained sales growth.…
Added 12 hours ago
GH
Key Account Manager - Loblaw & Shoppers Drug Mart
Genuine Health
Toronto, ON
- Full-time
Coordinate cross-functionally with Finance, Operations, Demand Planning, Marketing, Customer Service and Regulatory to deliver customer commitments.

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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