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Added 9 mins ago
CH
Winter 2026/27 - First Cook
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
We work hard, we play hard, and we have the best time doing it. Our mission is to guide our staff and guests through life-changing mountain experiences, and our vision is to be recognized…
Added 9 mins ago
PC
Project Technologist/Senior Project TechnologistHazourdous Materials
Pinchin Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Pinchin is seeking a Project Technologist/Senior Project Technologist to join our HAZ/IEQ team in Barrie. The role reports to the Operations Manager.
Added 9 mins ago
WC
Senior Manager, Data Analytics
Walmart Canada
Mississauga, ON
- Full-time
The Senior Manager, Data Analytics & AI Transformation is responsible for leading the development, maintenance and continuous improvement of data, analytics and AI-enabled tools that…
Added 9 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Fort McMurray, AB
- Full-time
Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 9 mins ago
WC
(CA) Pharmacy Assistant
Walmart Canada
Hamilton, ON
- Full-time
Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 9 mins ago
CC
Technologist, Medical Laboratory Sciences (Contract)
Conestoga College
Kitchener, ON
- Full-time
Prepare all laboratory materials such as solutions, media, chemicals, cultures, tissue preparations for the operation and maintenance of life science, BSL2, and clinical diagnostic…
Added 9 mins ago
CC
Senior Manager, Regional Service
Canon Canada
Montreal, QC
- Full-time
As the Senior Regional Service Manager, you will be responsible for executing and driving regional change under the strategic direction of the Director of Service. You will optimize…
Added 9 mins ago
PL
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Pomeroy Lodging
Kananaskis, AB
- Full-time
Assist with food and beverage delivery, water service, and table maintenance.
Added 9 mins ago
PG
Assistant Facility Manager – Gleichen, AB
Paterson Grain
Gleichen, AB
- Full-time
We are currently seeking a hands-on leader to fill the role of Assistant Facility Manager at our terminal located in Gleichen, AB. As the Assistant Facility Manager, you will be responsible…
Added 9 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
AB · Edmonton, AB
- Full-time
Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 10 mins ago
AG
Ramp Duty Manager - Ground Operations
Alliance Ground International
Richmond, BC · YVR Airport
- Full-time
…career take off with Alliance Ground International as a Duty Manager! Ideal candidates will have at least three years of ramp agent experience and three years of progressive aviation…
Added 25 mins ago
E
HR Specialist
Evolution
Burnaby, BC
- $60,000 to $70,000 CAD / year
- Full-time
Provide general HR operational support across the employee lifecycle, including document preparation, record maintenance, employee inquiries, policy/process guidance, coordination with…
Added 39 mins ago
TU
Educational Coordinator
The University of British Columbia
Vancouver, BC
- $4,576 to $4,808 CAD / month
- Part-time
The Educational Coordinator provides administrative and coordination support for academic training programs within the Department of Medical Genetics. The role supports program operations…
Added 39 mins ago
PP
Support Services Manager
Park Place Seniors Living, Inc.
Surrey, BC
- Full-time
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Added 39 mins ago
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311 Call Centre Representative (Tom Davies Square) - Bilingual - English/French
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Sudbury, ON · Greater Sudbury, ON
- Internship
Under the general supervision of the Manager of 311 and Customer Service, this position is responsible to answer, transfer, refer and process calls to appropriate City of Greater Sudbury…
Added 39 mins ago
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Property Manager
BGIS
MB · Manitoba, Canada
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 39 mins ago
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Assistant Spa Manager
Fairmont Hotels & Resorts
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- Full-time
The Assistant Spa Manager will work closely with and support the Spa Director in overseeing the daily operations of the spa, ensuring exceptional guest service, operational excellence, and…
Added 39 mins ago
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Vice President, Quality Control
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Montreal, QC
- Full-time
FTAI owns and maintains commercial jet engines with a focus on CFM56 and V2500 engines. FTAI’s propriety portfolio of products, including the Module Factory and a joint venture to…
Added 39 mins ago
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Onsite Print Specialist
ARC Document Solutions
Winnipeg, MB
- Full-time
Follow daily, established maintenance processes and procedures; maintain routine upkeep of equipment including cleaning glass and surfaces, clearing paper jams, replenishing toner, and…
Added 39 mins ago
S
Production Finish Manager
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Mirabel, QC
- Full-time
The manager is responsible for all operations of a value chain to ensure performance in terms of delivery, production, efficiency, quality, and health, safety, and environment (HSE). Under…
Added 40 mins ago
PP
Support Services Manager
Park Place Seniors Living
Surrey, BC
- Full-time
JOB SUMMARY: The Support Services Manager is responsible for recruiting, training and supervision of Housekeepers, Laundry Aides and may also oversee Food Services and Maintenance. Ensures…
Added 54 mins ago
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Machining Production Manager
Safran
Mirabel, QC
- Full-time
The manager is responsible for all operations of a value chain to ensure performance in terms of delivery, production, efficiency, quality, and health, safety, and environment (HSE). Under…
Added 54 mins ago
UO
Energy Conservation Engineer
University of British Columbia
Vancouver, BC · UBCV | Campus Energy Centre (CEC)
- $9,599.75 to $14,385.5 CAD / month
- Full-time
Reports to the Energy Conservation Manager in Energy and Water Services' Energy Conservation and Innovation Unit; has direct contact with Building Operations staff, the UBC Sustainability &…
Added 54 mins ago
T
Engineer I
TD
Mississauga, ON · Toronto, ON
- Full-time
Our highly coveted Engineers are interspersed amongst many areas of focus: innovation, design, execution, maintenance, strategy, and system management of our security analytics platforms…
Added 54 mins ago
CB
Infection Prevention & Control Manager
Clark Builders
Calgary, AB · Edmonton, AB · AB · Vancouver, BC
- Full-time
The Infection Prevention and Control (IPAC) Manager provides leadership, coordination, and oversight of infection prevention and control requirements for construction activities, with…

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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