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Added 3 mins ago
DR
General Manager
DMC Recruitment Group
SK · Saskatchewan, Canada
- Full-time
On behalf of our client, a leader in garage door manufacturing and distribution, we are seeking a hands-on General Manager to lead a Saskatoon distribution center. This role will oversee…
Added 3 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…
Added 3 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Regina, SK
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 3 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 mins ago
HR
Beauty Advisor, Chantecaille
Holt Renfrew
Vancouver, BC
- Full-time
…lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is commission-based and is directly tied to sales volume…
Added 3 mins 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…
Added 3 mins ago
C
Home Centre Associate (Full-Time) - Red Deer - Central Alberta Co-op
Co-op
Red Deer, AB
- Full-time
Are you dedicated to providing exceptional customer service? Do you excel in fast-paced environments? If so, Red Deer Home Centre presents the perfect opportunity for you! We're currently…
Added 18 mins ago
S
Replenishment - Manager Replenishment (In Store)
Sobeys
Saskatoon, SK
- Full-time
The in-store replenishment leader is required to deliver exceptional customer service at all times. Oversee replenishment activities for both perishable and non-perishable products…
Added 18 mins ago
A
Third Key Holder
Ardene
Hamilton, ON
- Full-time
In the absence of the Store Manager and the Assistant Manager, the Third Key Holder is responsible for overseeing all store operations including: opening and closing procedures, store…
Added 18 mins ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
Reporting to the Senior Manager, Client Relations and Business Development, the BD Specialist works with members of the Vancouver office and assigned national practice and industry groups…
Added 18 mins ago
NF
Department Manager - Bistro (Food Services) - Contract - 12 months
Nature's Fare Markets
Kelowna, BC
- Contract
Do you love healthy food and customer service? Are you an experienced restaurant manager or chef looking for an opportunity for greater work/life balance? Then maybe this opportunity is for…
Added 18 mins ago
MR
Part-Time Sales Associate
Match Retail
Chilliwack, BC
- Part-time
Meet or exceed sales goals while delivering exceptional customer service.
Added 18 mins ago
FV
Manager, Strategic Relationships and Partnerships
Fraser Valley Health Care Foundation
Abbotsford, BC
- Full-time
As Manager, Strategic Relationships and Partnerships, you will lead the Foundation's major gifts, legacy giving, grants and partnerships with businesses, foundations and community…
Added 18 mins ago
IG
Bilingual Executive Assistant
Insight Global
Montreal, QC
- $30 to $35 CAD / hour
- Contract
Experience in hospitality, events, sales or another high-touch client-facing environment where white-glove service and responsiveness were important.
Added 18 mins ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
Experience exceptional service with a fulfilling career in property management with FirstService Residential.
Added 18 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…
Added 18 mins ago
W
Senior Manager, Data Analytics
Walmart
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 18 mins ago
Manager, Digital Marketing Delivery - 12-month contract - Tangerine
Scotiabank
ON · Toronto, ON
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 18 mins ago
AU
Customer Service Coordinator
Alsco Uniforms
Surrey, BC · Vancouver, BC
- Full-time
This position is full-time, non-exempt, and reports to the Service Manager. Wage $20.26/hour
Added 18 mins ago
S
Full Time Store Manager (Optical): Victoria, BC
Specsavers
Victoria, BC
- Full-time
As a Store Manager at Specsavers, you’ll play a key role in helping customers see and feel their best. You’ll run the daily retail operations of Specsavers’ store. As the leading…
Added 33 mins ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 33 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 33 mins ago
T
Retail Lead
Tilley
Toronto, ON
- $19 to $21 CAD / hour
- Part-time
The Team Lead partners and works with the Store Manager to achieve overall sales budgets and operating practices. Works within the sales and support teams for the achievement of customer…
Added 33 mins ago
T
Sales Associate
Tilley
Vaughan, ON
- $17 to $18 CAD / hour
- Full-time
Sales Associates will engage with customers and assess customer needs to ensure appropriate service is provided.
Added 33 mins ago
RO
Group Sales Assistant
Royal Ontario Museum
Toronto, ON
- Part-time
We are seeking a detail-oriented and client-focused Group Sales Assistant to support the Tourism & Promotions team at ROM. This role is perfect for someone who thrives in a dynamic sales…

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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