Find work in Canada.

592,775 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
PC
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Forensic and Dispute Services Senior Manager (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service…
Added 9 mins ago
G
VIP Account Manager
GamblingCareers.com
Toronto, ON
- Full-time
Added 9 mins ago
RC
Project Quotations Specialist
Rexel Canada
Kitchener, ON
- Full-time
…customer and for Westburne. Reporting to the GTA Quotations Manager, you will support the quotations and project management…
Added 9 mins ago
CC
Labor Relations Specialist
Carlson Construction Group
North Vancouver, BC
- $80,000 to $95,000 CAD / year
- Full-time
Support labor-management meetings and relationship-building initiatives.
Added 9 mins ago
PC
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC Canada
Quebec, QC
- Full-time
As a Forensic and Dispute Services Senior Manager (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service…
Added 9 mins ago
ME
Manager, Tax
Manning Elliott LLP
Abbotsford, BC
- $105,000 to $125,000 CAD / year
- Full-time
The Manager, Tax will be responsible for managing and delivering tax compliance and tax planning services for a diverse range of clients, while driving business growth and ensuring the…
Added 10 mins ago
RU
Management Consulting Manager, Supply Chain Advisory
RSM US LLP
Toronto, ON
- Full-time
As a Manager within the Operations and Supply Chain Consulting practice, you will become a leader in one of the fastest growing and most entrepreneurial groups within RSM. You will have the…
Added 10 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 10 mins ago
T
Commercial Banking Intern / Co-Op
TD
Windsor, ON
- Full-time
You’ll have regular career, development, and performance conversations with your manager, as well as access to
Added 25 mins ago
A
Food & Beverage Administrator
AccorHotel
Whistler, BC
- Full-time
Strong proficiency in Microsoft Office; experience with Delphi, Property Manager, or design software is an asset.
Added 25 mins ago
LC
Grocery Assistant Department Manager Full Time Afternoon Greenlight Requisition
Loblaw Companies Limited
Dryden, ON
- Full-time
…will be employees of the franchisee. No employment or similar relationship will be created between the applicant and Loblaws Inc. or its…
Added 39 mins ago
EI
Senior Municipal Engineer
Egis in Canada
Calgary, AB
- $130,000 to $170,000 CAD / year
- Full-time
Reporting to the Manager of Municipal Engineering, the Sr. Municipal Engineer will be responsible for supporting the overall success of Traditional Municipal Engineering business in Canada…
Added 39 mins ago
CO
311 Call Centre Representative (Tom Davies Square) - Bilingual - English/French
City of Greater Sudbury
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
IW
Senior Manager, Solution Architect 1
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Added 39 mins ago
G
Senior Project Coordinator - Buildings
Graham
Vancouver, BC
- Full-time
…our Buildings Division. Reporting to the Senior Operations Manager, this role plays a key part in the successful delivery of complex commercial, institutional, and mixed-use construction…
Added 39 mins ago
T
Senior Project Manager (Experiential Production)
THE·TEAM
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strong relationship management, inﬂuencing, and negotiation skills, with the diplomacy to navigate competing priorities and stakeholder needs.
Added 39 mins 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 39 mins ago
CL
Compensation and People Analytics Specialist
Community Living BC
Vancouver, BC
- Full-time
…data-informed people decisions across CLBC. Reporting to the Manager, Organizational Design, Compensation & People Analytics, this role provides expertise in job evaluation, salary…
Added 39 mins ago
M
Client Relationship Management - Lead Specialist
Marsh
Montreal, QC
- Full-time
We are seeking a talented individual to join our Client Relationship Management team, part of our Affinity business at Marsh. This role will be based in Montreal Quebec. This is a hybrid…
Added 39 mins ago
FA
Vice President, Quality Control
FTAI Aviation
Montreal, QC
- Full-time
Added 39 mins 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 40 mins 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 40 mins 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 54 mins ago
R
Senior IT Program Manager
Raise
Toronto, ON · North York, ON
- Full-time
The Senior Program Manager is accountable for the end-to-end leadership of complex, enterprise technology programs comprising multiple projects and interdependent workstreams. The role…
Added 54 mins 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…

BMO

Client Service Associate

Calgary, AB, Canada
CALG, Canada

$38,000.00 - $72,000.00 · Full-time

Apply About employer

Applications open in a new tab.

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.

Apply 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

Report this job