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Added 14 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Aylmer, ON
- $45,000 to $49,000 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 14 mins ago
F
Strategic Partnerships Manager (Canada)
Feathery
Remote, Canada
- Full-time
- Remote
…of strategic partners and reach new client segments across financial services. We're hiring a Strategic Partnerships Manager to execute our partnership strategy, develop high-value industry…
Added 14 mins ago
B
Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
…Investment product and service processes ensuring adherence with financial and regulatory controls and operational…
Added 14 mins ago
B
Private Wealth Administrative Assistant - Vaughan, Winter 2027 (Co-op/Internship) - 4 months
BMO
Vaughan, ON · VMC
- Full-time
Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
Added 14 mins ago
B
Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 14 mins ago
K
Director, Lifecycle & Organic Growth
KOHO
Remote, Canada
- Full-time
- Remote
We’re on a mission to make financial services better for every Canadian. That means no hidden fees, no predatory interest rates - just financial products designed to help our users spend…
Added 14 mins ago
IF
Manager, M365 and End-User Software
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Manager, M365 and End-User Software, you will play a key role in advancing the solutions that support the growth, digital experience and transformation of iA Financial Group and its…
Added 14 mins ago
R
Banking Advisor
RBC
Pincher Creek, AB
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 14 mins ago
R
Senior Relationship Manager - Royal Distinction
RBC
Toronto, ON
- Full-time
…RBC Private Banking, RBC Wealth Management and RBC Business Financial…
Added 29 mins ago
T
Senior Manager - Accounting Policy & Advisory
TD
Toronto, ON
- Full-time
…shareholder reports are prepared in accordance with International Financial Reporting Standards (IFRS), and regulatory (OSC and SEC) requirements. This involves providing financial…
Added 29 mins ago
T
Senior Treasury Asset and Liability Management Analyst
TD
Toronto, ON
- Full-time
…balance sheet management, internal and regulatory reporting, financial disclosure, and management…
Added 29 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 29 mins ago
T
Customer Experience Associate- Future Opportunities
TD
Windsor, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 29 mins ago
SM
Senior Associate, Alternative Assets - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Financial services industry knowledge and/or fundamentals of life insurance accounting
Added 29 mins ago
SL
Senior Associate, Alternative Assets - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Financial services industry knowledge and/or fundamentals of life insurance accounting
Added 29 mins ago
RP
Field Supervisor - Toronto (Part-time)
Reimagined Parking
Toronto, ON
- $22 CAD / hour
- Part-time
…Supervisor works closely with fellow team members, Operations Manager, and/or Shift Supervisor to ensure that quality and safety standards are met at all times as well as adhering to state…
Added 29 mins ago
CW
Content Design Manager
Common Wealth Retirement
Toronto, ON
- Full-time
…are helping tens of thousands of Canadians build long-term financial security. Our award-winning retirement technology and services platform makes it easy for employers of all sizes to…
Added 29 mins ago
B
Branch Ops Manager
BMO
London, ON · LON
- Full-time
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related…
Added 29 mins ago
B
Personal Banker
BMO
Markham, ON
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 29 mins ago
B
Customer Service Representative
BMO
Campbellford, ON
- Part-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 29 mins ago
B
Customer Service Representative
BMO
Cobourg, ON
- Part-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 29 mins ago
B
Branch Operations Manager
BMO
Saint John, NB · Fredericton, NB · CHIP
- Full-time
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related…
Added 29 mins ago
GR
Senior Financial Analyst (SFA) – Financial Reporting & FP&A
GRANITE REIT HOLDINGS LP
Toronto, ON
- Full-time
3+ years of progressive experience in financial reporting and financial planning & analysis, preferably within a publicly traded company or public accounting environment.
Added 29 mins ago
CM
Senior Manager, Audit
Crowe MacKay
Yellowknife, NT
- Full-time
Career Opportunity: Audit Manager / Senior Manager
Added 29 mins ago
K
Controller, Family Office
KPMG
AB · Winnipeg, MB · Regina, SK · Saskatoon, SK · Calgary, AB · Edmonton, Alberta
- Full-time
Our Family Office practice is growing, and we are seeking a Senior Manager who will play a key role in delivering high-touch service to our family office clients. The successful candidate…

BMO

Senior Service Representative

Toronto, ON, Canada
YNG, Canada

$40,500.00 - $80,000.00 · Full-time

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Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 11, 2026
Experience: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

Application Deadline:

11/10/2026

Address:

250 Yonge Street

Job Family Group:

Customer Shared Services

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
May function as a problem-solving resource for more junior staff.
Organizes work information to ensure accuracy and completeness.
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
Checks and reconciles information and documentation to ensure accuracy and completeness.
Analyzes data and information to provide insights and recommendations.
Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
Supports the development of tools and delivery of training focused on delivering business results.
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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge and experience using relevant systems and technology – Good.
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
Knowledge of the risk and regulatory requirements of the business – Good.
Prioritization skills – Good.
Customer service skills – Good.
PC skills (MS Word, Excel, PowerPoint) – Good.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

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 Senior Service Representative supports investment operations by executing transactions, managing service requests, and ensuring adherence to regulatory and risk controls. They also analyze data to provide insights, collaborate with stakeholders, and assist in the implementation of new processes and systems.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. Proficiency in business systems, risk management, and strong analytical and communication skills are required.

Skills

Investment operations
Data reporting
Change management
Problem solving
Transaction processing
Regulatory compliance
Risk management
Stakeholder management
Data analysis
Process improvement
Training development
Prioritization
Customer service
MS Word
Excel
PowerPoint

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Customer Shared Services
Regulatory Controls
Risk Management Framework
Change Management
Data Dashboards
Service Level Agreements
Transaction Processing
Operational Integrity
Stakeholder Engagement
Process Improvement
Financial Controls
Reporting
Reconciliation
MS Office
Analytical Skills
Problem Solving
Business Strategy
Compliance
Training Delivery

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