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Added 40 mins ago
WC
(CAN) Caissier
Walmart Canada
Montreal, QC
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 40 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 40 mins ago
WC
Senior Manager, Data Analytics
Walmart Canada
Mississauga, ON
- Full-time
…financial priorities and operational challenges, the Senior Manager anticipates analytical needs and proactively develops reporting, insights and AI-enabled solutions that help teams…
Added 40 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Sussex, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 40 mins ago
WC
Senior Manager, Merchandising Planning
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Senior Manager, Merchandising Planning leads the strategy, planning, and execution of merchandising programs, driving sales, profit, and inventory objectives while…
Added 40 mins ago
WC
Front End Checkout Team Associate
Walmart Canada
Kemptville, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 40 mins ago
G
VIP Account Manager
GamblingCareers.com
Toronto, ON
- Full-time
Added 40 mins ago
WC
Cashier PT x 2
Walmart Canada
Strathroy, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 40 mins ago
CC
Senior Manager, Regional Service
Canon Canada
Montreal, QC
- Full-time
Advanced time management/multi-tasking skills are required to balance priorities of Manager’s sales requests in a defined region
Added 41 mins ago
WC
(CAN) Bakery Department Manager
Walmart Canada
Halifax, NS
- Full-time
…meetings to review SWAS Reports for food products, orders and sales information and ensures in-stock and appropriate inventory levels in the Bakery Department by executing all merchandising…
Added 41 mins ago
T
Business Banking Specialist
TD
Montreal, QC
- Full-time
Reporting into the Team Manager, BBS you will engage small business customers in conversations to understand and meet their current Business Account opening, Term and Trust Products and…
Added 55 mins ago
WC
Cashier / Front End Checkout Team Associate
Walmart Canada
Port Alberni, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 1 hour ago
NM
Parts Lead
Nelson Motors and Equipment
Radville, SK
- Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 1 hour ago
NM
Parts Lead
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 1 hour ago
MC
National Account Manager
Midea Canada
Markham, ON
- Full-time
We are looking for an energetic and enthusiastic Account Manager to join our growing team. This position is responsible for direct sales management of assigned product categories for Midea…
Added 1 hour ago
M
Client Relationship Management - Lead Specialist
Marsh
Montreal, QC
- Full-time
Minimum 3-5 years’ experience as senior account manager in commercial insurance
Added 1 hour ago
E
System Test Analyst
Ericsson
Ottawa, ON
- Full-time
Sales Incentive Plan (select if SIP): Your pay also includes the opportunity for sales incentives as a part of Ericsson’s Sales Incentive Plan. Actual payouts are based on performance of…
Added 1 hour ago
NM
Parts Lead
Nelson Motors and Equipment
Estevan, SK
- Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 1 hour ago
NM
Parts Lead
Nelson Motors and Equipment
Redvers, SK
- Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 1 hour ago
NM
Parts Lead
Nelson Motors and Equipment
Oxbow, SK
- Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 1 hour ago
VC
Account Manager
Vantage Circle
Remote, Canada
- $80,000 to $100,000 USD / year
- Full-time
- Remote
As Account Manager / Customer Success Manager, you will own relationships with a portfolio of enterprise clients in Canada and the US. You will be their strategic partner for recognition:…
Added 1 hour ago
Agency Partner Manager
Reddit
Toronto, ON
As an Agency Development Partnerships Manager at Reddit, you will play a key role on the Agency Development Team, working with the Agency Leads, the world’s largest Holding Companies and…
Added 1 hour ago
Branch Manager, Vancouver
Odlum Brown
Vancouver, BC
The Branch Manager, Vancouver supports advisory team members and works closely with the Vice President, Wealth Management; Head of Wealth Management Enablement; and Chief Compliance Officer…
Added 1 hour ago
J
Major Account Manager
JobsMedia.io
Mascouche, QC
- Full-time
We are seeking an experienced Key Account Manager for a large company in the industrial sector. This individual will assume strategic responsibility for a portfolio of key accounts, with a…
Added 1 hour ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
The Specialist, Supplier Relationship Management will report to the Manager, Supplier Relationship Management and will support the Operations team in the effective management of third-party…

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: Nov 6, 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: 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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