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Added 3 days ago
J
Technical Program Associate or Manager
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Technical Program Associate or Manager based in Canada.
Added 3 days ago
MI
Senior Associate Director, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 3 days ago
CO
Job ID #32328: Superintendent, Wastewater Collection and Stormwater Operations
City of Hamilton
Hamilton, ON
- Full-time
Monitor operations to ensure compliance with legislative requirements, including the Occupational Health and Safety Act, Highway Traffic Act, Ontario Water Resources Act, Environmental…
Added 3 days ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
St. Catharines, ON
- Contract
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 3 days ago
T
Entry Level Operations Associate - Investment Transfers (Hybrid)
TEKsystems
Toronto, ON
- $22 CAD / hour
- Contract
…largest banking institutions within their Wealth Management Operations group. The team's core mission is to facilitate the swift and efficient transfer of assets for high net worth clients…
Added 3 days ago
WC
(CAN) Associé, équipe des activités de protection des biens
Walmart Canada
Candiac, QC
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 3 days ago
Customer Experience Associate - Chilliwack BC
Scotiabank
Chilliwack, BC
…customers first, and our priority is to help them achieve their financial…
Added 3 days ago
GC
Field Operations Associate
Grainger Canada
Sarnia, ON
- Full-time
This unique hybrid KeepStock / Branch role supports both business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the…
Added 3 days ago
C
Client Engagement Associate [Hourly] - Contract
CIBC
Regina, SK
- Part-time
…in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be…
Added 3 days ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 3 days ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
St. Catharines, ON
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 3 days ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
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…
Added 3 days ago
TS
Store Associate
The Salvation Army in Canada
Surrey, BC
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 3 days ago
AP
Senior Revenue & Project Specialist - Clinical Research
ActivMed Practices & Research, LLC.
Burlington, ON
- Full-time
…that company assets are adequately safeguarded and that all financial reporting is prepared on a timely basis, in compliance with US…
Added 3 days ago
D
Regulatory Reporting Associate
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $20 to $21 CAD / hour
- Contract
Job title: Regulatory Reporting Operations Associate
Added 3 days ago
ES
Counter Sales Associate
ECCO Supply™
AB · Edmonton, AB
- Full-time
The Counter Sales Associate is a hands-on role, responsible for serving customers, processing orders, and supporting warehouse operations. As a key member of the team you will provide…
Added 3 days ago
Field Operations Associate
Grainger Businesses
Sarnia, ON
This unique hybrid KeepStock / Branch role supports both business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the…
Added 3 days ago
HO
Accounts Payable Associate ( Contract)
Hakim Optical
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are seeking an Accounts Payable Associate to join our established accounting team. This existing position plays an important role in supporting the day-to-day accounts payable function…
Added 3 days ago
NH
Operations Manager
NOVO Health Services
Burlington, ON
- Full-time
…facilities are HLAC accredited and operate with state-of-the-art processing equipment and…
Added 3 days ago
SL
E-Commerce Shipping Associate (Seasonal, Part-Time)
Sporting Life Group
Burlington, ON
- Part-time
As an eCommerce Shipping Associate, you’ll play a crucial role in ensuring online orders are processed, packed, and shipped accurately and on time. At Sporting Life, we’re committed to…
Added 3 days ago
W
(CAN) Office Support Associate
Walmart
Laval, QC
- Part-time
Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you support store success…
Added 3 days ago
W
(CAN) Associé, équipe des activités de protection des biens
Walmart
Candiac, QC
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 3 days ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Cloverdale, BC · Surrey, BC
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 3 days ago
Financial Service Representative
Money Mart
Brampton, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 3 days ago
RD
Administrative Support 2 - Mattie McCullough school
Red Deer Public
Red Deer, AB
- Internship
…support to the school administration and staff, overseeing office operations, student records, and financial processes. This role oversees office staff, manages budgets and school fees,…

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
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: Nov 4, 2026

Original job description

Application Deadline:

11/05/2026

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, managing client inquiries, preparing portfolio reviews, and ensuring compliance with regulatory requirements.

Requirements

Candidates typically require 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Strong organizational, communication, and problem-solving skills are essential, along with the ability to meet branch licensing and certification requirements.

Skills

Client service
Investment administration
Portfolio management
Trade execution
Relationship management
Regulatory compliance
Financial planning
Data management
Communication skills
Problem solving
Team leadership
Mentoring
Administrative support
Marketing coordination
Risk management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisors
Wealth Management
Client Service
Portfolio Rebalancing
Trade Processing
Regulatory Compliance
Sales Administration Manual
Financial Planning
Retirement Planning
Insurance Products
Group Products
Trust and Estate Services
Risk Management Framework
Client Database
Marketing Initiatives
Account Maintenance
Asset Management
Client Retention
Investment Advice
Branch Operations

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