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Added 2 mins ago
CF
Project Technical Support – I
Centre for Chronic Disease Control
Delhi, ON
- Full-time
Role Overview: The PTS-1 plays a critical role in the successful ﬁeld implementation of the PURI-HF Study. Serving as theprimary link between the research team and the local community, this…
Added 2 mins ago
WI
Actuarial Intern
Wawanesa Insurance
Winnipeg, MB
- Other
Perform other duties as assigned/requested by the Manager/Director/Vice President
Added 3 mins ago
ECH - Manager, Marketing (12-Month Contract)
The Employee Experience Team
Vaughan, ON
Bachelor Degree or College Diploma in Marketing, Communications, Business Administrator or related field of study.
Added 16 mins ago
TB
Store manager - retail
The Beckwith Butcher
Carleton Place, ON
- From $43.27 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 18 mins ago
B
Private Banking Officer
BMO
Vancouver, BC · FBT
- 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 18 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 18 mins ago
B
Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Added 18 mins ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Added 18 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 18 mins ago
B
Mortgage Specialist
BMO
Granby, QC · GRBY
- Full-time
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Added 37 mins ago
FS
Retail sales manager
Falkland Store Ltd.
Falkland, BC
- From $43 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 43 mins ago
AG
Store manager - retail
Alice General Store
Pembroke, ON
- From $43.27 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 46 mins ago
CT
Automotive service manager
Coast Tire Inc.
New Minas, NS
- $60,000 to $80,000 CAD / year
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
YT
Retail sales manager
YOHO TRADING POST
Field, BC
- From $41.83 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
GA
Gas station manager
Gestion A.H.T.
Laval, QC · Saint-Laurent, QC
- From $34.65 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
UA
Automobile repair shop manager
Uptown Auto & Tire Center
North York, ON
- From $44 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
SS
Health Care Aide | Permanent, Full-Time | Days/Evenings 7-3:30pm/3-11:30pm (5days on, 2off, 5days on, 3off)
Sienna Senior Living
Medicine Hat, AB
- Full-time
Reporting to a Wellness Manager, the Health Care Aide is a critical role within our communities as it impacts the lives of residents.
Added 1 hour ago
CV
Store manager - retail
Chalk Variety
Chalk River, ON
- From $43.27 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
EE
Branch manager - retail
Econoplus Electromenagers
Dartmouth, NS
- From $36.5 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
MH
Event Marketing Manager
MedMe Health
Toronto, ON
- $70,000 to $100,000 CAD / year
- Full-time
As Event Marketing Manager, you will turn that calendar into a well-run program. You’ll help decide how MedMe should show up at each event, manage the preparation and logistics, and make…
Added 1 hour ago
BB
Assistant manager - retail
Black Bear Mini Mart
Kelowna, BC
- From $40 CAD / hour
- Full-time
- Contract
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
AT
Travel agency manager
Amazon Tours & Travels Inc
Calgary, AB
- From $46.5 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 1 hour ago
BG
Store manager - retail
Bistak Groceries Inc. o/a Latter House Glory Foods
Saskatoon, SK
- From $43.59 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 2 hours ago
NB
Manager - retail store chain
Natural Blossom Bloor
Toronto, ON
- From $68,000 CAD / year
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 2 hours ago
AB
Store manager - retail
A Brooks hardware
Brooks, AB
- From $46.5 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales

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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