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Added 22 mins ago
CC
Sales Associate
Circle Craft Co-operative
Vancouver, BC
- Part-time
Under the supervision of the Store Manager the Sales Associate will present the works of our artists/members at our Granville Island location, and provide an exceptional level of service to…
Added 22 mins ago
TS
Casual Sales Associate
The Salvation Army in Canada
West Kelowna, BC
- Part-time
The Casual Sales Associate assists in all areas of the Thrift Store’s operation including: the efficient and effective reclamation, processing or distribution of warehouse goods; provides…
Added 22 mins ago
TH
Department Supervisor : Full Time - TUSCANY
The Home Depot Canada
Calgary, AB
- Full-time
…growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the knowledge and support needed to successfully meet the needs of our business and…
Added 37 mins ago
Sales Associate
EssilorLuxottica Group
Victoria, BC
Added 1 hour ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Nanaimo, BC
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
Added 2 hours ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Langley (District), BC
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
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Associé / Associée de Magasin de Détail Temps partiel Winners/Homesense - Place des Récollets
TJX Companies
Trois-Rivières, QC
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
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Retail Store Associate Part Time Temporary Winners - Park Place
TJX Companies
Barrie, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 2 hours ago
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Retail Store Associate Part Time Seasonal Winners/Homesense - Cobourg
TJX Companies
Cobourg, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 2 hours ago
S
Seasonal Associate
sephora.com
Toronto, ON
- $19.2 to $22.6 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 2 hours ago
CI
Seasonal Associate
Carters Inc.
Calgary, AB
- Part-time
As a Seasonal Associate, you will be the first face of the brand for growing families. You’ll congratulate new parents and grandparents, introduce them to our new baby essentials, help them…
Added 3 hours ago
GD
GARAGE - Seasonal Sales Associate - Mayfair Shopping Centre
Groupe Dynamite, Inc Garage
Victoria, BC
- Part-time
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 3 hours 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 hours ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Grand Falls, NB
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 3 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
Peace River, AB
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
New Minas, NS
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 3 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
Grand Falls, NB
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
WC
Associé de nuit
Walmart Canada
Saint-Georges, QC · St-Georges, QC
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
WC
(CAN) Customer Service Desk Associate
Walmart Canada
Pincher Creek, AB
- Full-time
Position Summary...Working as a Customer Service Desk Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 3 hours ago
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Senior Manager, Data Analytics
Walmart Canada
Mississauga, ON
- Full-time
A key mandate of this role is to drive AI and analytics transformation across Merchandise Operations. Through a deep understanding of the business, its financial priorities and operational…
Added 3 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
Drummondville, QC
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
Regina, SK
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
WC
(CAN) Overnight Associate
Walmart Canada
St. Thomas, ON
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 3 hours ago
Customer Experience Associate - Chilliwack BC
Scotiabank
Chilliwack, BC
Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and…

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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