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Added 15 mins ago
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Payments QA Manager (Interac)
Coforge
Canada
- Contract
Payments QA Manager – Interac Role OverviewWe are seeking an experienced Payments QA Manager with strong knowledge of Canadian payment systems and hands-on experience with Interac…
Added 15 mins ago
BI
Business Development Specialist (Inside Sales) - Segregated Funds & Annuities
BMO Insurance
Toronto, ON
- Full-time
Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.
Added 31 mins ago
PC
Valuations Financial Instruments, Senior Manager
Pwc Canada
Toronto, ON
- Full-time
As a Valuations Financial Instruments, Senior Manager, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and…
Added 45 mins ago
VC
Manager, AI Research
Vanguard Canada
Toronto, ON
- Full-time
The AI Research Manager builds and develops high-performing technical teams, identifies promising applications of emerging AI methods, and partners closely with engineering, product,…
Added 45 mins ago
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Produce - Manager Produce
Sobeys
Bedford, NS
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised/affiliate store locations. Sobeys Capital…
Added 1 hour ago
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Manager, Global Security
TD
Toronto, ON
- Full-time
…the 3PCRM assessment methodology. The position supports the delivery of BAU control assessments as well as backlog and remediation-related assessment…
Added 1 hour ago
SM
RQ11651 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11651
Added 1 hour ago
SM
RQ11651 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11651
Added 1 hour ago
SM
RQ11651 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11651
Added 1 hour ago
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Manager - Team Lead/Product Owner- AI, Data & Analytics - AIDA (Toronto/Calgary)
Deloitte
Toronto, ON
- Full-time
…deliver measurable business value. Working alongside the Project Manager and Technical Lead, you will own what we build and why - while the Project Manager owns how work moves through…
Added 1 hour ago
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Marketing Project Coordinator
Raise
Calgary, AB
- Full-time
…high-volume marketing deliverables. Reporting directly to the Senior Manager, Production Team, you will analyze incoming requests, structure actionable tasks in Jira, coordinate print…
Added 2 hours ago
Client Manager
Encore
Toronto, ON
The Client Manager is the strategic day-to-day partner for an assigned portfolio of clients with Encore. This individual contributor builds trusted relationships, understands each client's…
Added 2 hours ago
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Manager, Client Care Learning & Development (Call Center)
ATB
Calgary, AB
- Full-time
At ATB Financial, we empower our team to succeed from day one. As Manager, Client Care Learning & Development, you will be the chief architect of the onboarding journey for our Everyday…
Added 2 hours ago
WC
Senior Manager, Supply Chain Management
Walmart Canada
Mississauga, ON
- Full-time
The Senior Manager, Supply Chain Management leads the planning and execution of supply chain strategies. This position focuses on optimizing delivery networks, including fulfillment centre…
Added 2 hours ago
PC
Financial Services Corporate Tax Manager
PwC Canada
Toronto, ON
- Full-time
As a Financial Services Corporate Tax Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 3 hours ago
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Technical Lead, Innovation
Croesus
Montreal, QC · Laval, QC
- Full-time
…developers and researchers: their growth, their focus, their delivery. Real one-on-ones, honest feedback, blockers cleared, focus protected, a team strong builders don't want to leave. With…
Added 3 hours ago
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Delivery manager
Croesus
Montreal, QC · Laval, QC
- Full-time
The Delivery Manager serves as the central point of coordination between internal teams and clients to ensure predictable execution, seamless communication, and a high-quality customer…
Added 3 hours ago
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Project Manager, Product Development and Launch
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
- Full-time
The Project Manager - Product Development & Launch is responsible to drive assigned projects from early-stage planning and development all the way to global launch. In addition, you will be…
Added 3 hours ago
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Procurement Analyst (Part-time, 1 Year Contract)
Magellan
Kitchener, ON
- Part-time
Analyze market and delivery conditions to determine present and future material or service availability, and prepares market analysis reports.
Added 3 hours ago
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Operations Manager-metal fabrication
Technifite
AB · Greater Edmonton Metropolitan Area
- Full-time
Initially, the Operations Manager will take ownership of day-to-day manufacturing performance, including production, scheduling, workflow, labour, quality, safety, capacity and continuous…
Added 4 hours ago
BE
Policy Analyst
BC Energy Regulator
Fort St. John, BC
- Full-time
…optimization and continuous improvement to an optimal single-window delivery regulatory model. The Analyst researches policy issues impacting BCER programs and services and provides…
Added 4 hours ago
NL
Commis comptable (comptes payables) - Accounting Clerk (accounts payable)
Neopharm Labs
Blainville, QC
- Full-time
Added 4 hours ago
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Applications Support Analyst
BMO
Toronto, ON
- Full-time
…stability, availability, and operational effectiveness of the Finance platform. The role supports critical regulatory reporting processes through proactive monitoring, incident management,…
Added 4 hours ago
CC
Key Account Sales Manager
Canon Canada
AB · Edmonton, AB
- Full-time
As a Key Account Sales Manager, you will be responsible for leading a Western Canada's sales team. The team will focus on acquiring and growing mid-market and enterprise corporate accounts;…
Added 4 hours ago
PC
Financial Services Internal Audit Senior Manager
PwC Canada
Toronto, ON
- Full-time
As a Financial Services Internal Audit Senior Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career.

BMO

Client Service Associate

Ottawa, ON, Canada
CARL, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 4, 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 21, 2026

Original job description

Application Deadline:

11/03/2026

Address:

1600 Carling Avenue

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.

The range below reflects the BMO enterprise range. The expected pay range for this position is: $40,000.00- $42,400.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.5X

This job posting is for a current vacancy.

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 daily administration, client relationship management, and branch operations. They are responsible for executing trades, managing client inquiries, coordinating marketing activities, 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. Strong organizational, communication, and problem-solving skills are required, along with the ability to meet licensing and certification standards.

Skills

Client service
Investment administration
Portfolio management
Trade execution
Relationship management
Regulatory compliance
Financial planning
Marketing coordination
Database management
Problem solving
Communication skills
Team leadership
Risk management
Technology support
Account maintenance

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
Sales Administration Manual
Client Database
Marketing Initiatives
Asset Rebalancing
BMO Financial Group
Investment Process
Client Retention

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