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Added 6 days ago
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Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 6 days ago
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Financial Services Associate
CIBC
Surrey, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 6 days ago
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Client Engagement Associate [Hourly] - Contract
CIBC
Regina, SK
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 6 days ago
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Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
Must have good work ethic and integrity, be dependable, adaptable, cooperative, and motivated to take on new responsibilities
Added 6 days ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 6 days ago
FR
Accounts Receivable Coordinator
FirstService Residential Canada
Toronto, ON
- Contract
Accounts Receivable Associate (6 month contract)
Added 6 days ago
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Personal Shopper
CHANGE Lingerie
Vancouver, BC
- Internship
…bra fittings and thoughtful recommendations, we help every client discover styles that suit their individual needs and leave feeling…
Added 6 days ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 6 days ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Brighton, ON
- Other
Added 6 days ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Trenton, ON
- Other
Added 6 days ago
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Sales Associate
Canadian Forces Morale and Welfare Services
Petawawa, ON
- Part-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 6 days ago
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Department Associate (4)
Canadian Forces Morale and Welfare Services
Shannon, QC
- Full-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 6 days ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
Myticas Consulting
Toronto, ON
- Full-time
Myticas Consulting is seeking an experienced Cloud Operations Engineer II for a permanent opportunity with a client in Toronto, Ontario.
Added 6 days ago
LC
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Loblaw Companies Limited
Brossard, QC
- Full-time
Rédiger des rapports d’incident lorsqu’un incident impliquant des médicaments d’un client ou d’un membre du personnel ou des incidents liés à la confidentialité se produisent.
Added 6 days ago
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Associate II, Quality Control
OmniaBio
Hamilton, ON
- $65,000 to $75,000 CAD / year
- Full-time
As the Associate II, Quality Control, at OmniaBio, you are an experienced individual in the field of quality control (QC) for Good Manufacturing Practices (GMP) manufacturing of cell and…
Added 6 days ago
OmniaBio: Associate II Quality Control (13-month contract)
CCRM and OmniaBio
Hamilton, ON
As the Associate II, Quality Control, at OmniaBio, you are an experienced individual in the field of quality control (QC) for Good Manufacturing Practices (GMP) manufacturing of cell and…
Added 6 days ago
OmniaBio: Associate II Quality Control
CCRM and OmniaBio
Hamilton, ON
As the Associate II, Quality Control, at OmniaBio, you are an experienced individual in the field of quality control (QC) for Good Manufacturing Practices (GMP) manufacturing of cell and…
Added 6 days ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 6 days ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Shawinigan, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 6 days ago
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Senior Project Manager (Experiential Production)
Wasserman
Toronto, ON
- Full-time
This role is part of our Toronto team and is based at THE·TEAM’s full-service warehouse in Oakville, with an on-site requirement of five days per week
Added 6 days ago
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Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
…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…
Added 6 days ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
As a Personal Insurance Associate, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner…
Added 6 days ago
HI
Auto Mobile Associate
HUB International
Cranbrook, BC
- Full-time
Level 2 General Insurance License required
Added 6 days ago
HI
Processing Associate
HUB International
Chilliwack, BC
- Full-time
As a Processing Associate, you will process personal lines data for multiple branches. You will build relationships and provide excellent service to our personal lines teams. You will have…
Added 6 days ago
AG
Costco Roadshow Brand Ambassador
Acosta Group
Toronto, ON
- Contract
Train retail associates on client products, promotions, and messaging.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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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Work requirements

Jobs in Canada