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Added 8 mins ago
PI
Senior Product Manager, Fund Management
Purpose Investments
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 8 mins ago
P
Director, Billing to Cash
PointClickCare
Mississauga, ON
- $144,100 to $160,200 CAD / year
- Full-time
The Billing to Cash team supports the full customer billing-to-cash lifecycle across PointClickCare's business units, including billing, cash application, collections, escalations, account…
Added 10 mins ago
Pharmacy Assistant - PT
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Lethbridge, AB
Process customer transactions (receive and release prescriptions)
Added 10 mins ago
Pharmacy Assistant - PT
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stony Plain, AB
Process customer transactions (receive and release prescriptions)
Added 10 mins ago
Production Manager
Westerkirk
Calgary, AB
…Operation System (MOS) including daily floor meetings, resources management, Work order (WO) completion, ensure all employees are trained and follow safety policies, quality procedures and…
Added 26 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 26 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
St. Albert, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 26 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 26 mins ago
BG
Receptionist
Brandt Group of Companies
Red Deer, AB
- Full-time
Brandt is a customer driven company, privately owned and family run, strengthened by diversification and succeeding through specialization. We operate over 170 locations across Canada, the…
Added 26 mins ago
H
Senior Customer Experience Specialist
Honeywell
Brampton, ON
- Full-time
Serves as the primary customer contact and ensures all customer needs and expectations are met. Also Initiates customer event reports in CMMS system and dispatches technical staff in…
Added 26 mins ago
O
Mechanical Shop Clerk
OPENLANE
Ottawa, ON · CAN - ON - Vars (Ottawa)
- Full-time
…parts, preparing quotes, creating work orders, data entry, and customer…
Added 26 mins ago
S
Assistant Project Manager / Repair Coordinator
Sulzer
Burnaby, BC
- Full-time
…full cycle completion of assigned projects; from receipt of order, confirmation of shipment, through to receipt of payment in full from the customers. As an integral member of the team, you…
Added 26 mins ago
B
Business Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · BMOPLACE
- Full-time
Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations…
Added 38 mins ago
LM
Logistics Management Analyst - E2
Lockheed Martin
Ottawa, ON
- Full-time
Controls the efficient flow of goods, services, and information between point of origin through customer placement in order to meet customer requirements. Ensures that customer service and…
Added 38 mins ago
DC
Senior Tenant Services Specialist
Doornekamp Construction Ltd
Kingston, ON
- Full-time
The Senior Tenant Services Specialist is responsible for the day-to-day property management and tenant service functions across ABNA Investments Ltd.’s real estate portfolio. Reporting…
Added 41 mins ago
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Co-op
Watrous, SK
- Part-time
To provide outstanding courteous customer service.
Added 41 mins ago
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PT General Clerk (Rosthern Hybrid #410) Rosthern, SK - Saskatoon Co-op
Co-op
Rosthern, SK
- Part-time
To provide outstanding courteous customer service.
Added 41 mins ago
CT
HR Business Partner Consultant, Corporate Retail Stores
Canadian Tire Corporation
Calgary, AB · Quarry Park
- $80,000 to $85,000 CAD / year
- Full-time
Provide coaching, consultation and support to District Managers and Store Managers on individual employee issues, corrective action, performance management and terminations.
Added 41 mins ago
BG
Marketing Generalist
BRC Group Inc.
Remote, Canada
- Full-time
- Remote
…implementation of marketing campaigns to promote business products and…
Added 41 mins ago
CAN - Branch Coordinator
WillScot
Ottawa, ON
Collaborate effectively with the Collections team to proactively resolve customer concerns or disputes to satisfactory resolution.
Added 41 mins ago
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SavATree
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- Full-time
Read and understand job details in a work order.
Added 41 mins ago
TEAM LEAD ENTERPRISE TECHNOLOGY PROCUREMENT & CONTRACT ADMINISTRATION
City of Toronto
Toronto, ON
…Business Transformation and will provide strategic oversight and management, while coordinating the administration of all City-wide technology related competitive and non-competitive…
Added 55 mins ago
MC
Relationship Manager
Meridian Credit Union
Guelph, ON
- $79,000 to $95,000 CAD / year
- Full-time
…selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and…
Added 55 mins ago
AI
Mechanical/HVAC Estimator
Ainsworth Inc
Edmonton, AB
- Full-time
…HVAC, plumbing, mechanical hydronic systems, and sheet metal services. The majority of our estimating focuses on renovations, retrofits, equipment replacement and new construction in the…
Added 55 mins ago
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Project Manager, Transportation
Municipality of Chatham-Kent
Chatham-Kent, ON · Chatham, ON
- Full-time
…Municipality’s transportation operations, with a focus on transit services, parking programs, and traffic systems. This role delivers a myriad of project types including planning,…

BMO

Senior Service Representative, Investment Operations

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: Oct 27, 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: Oct 13, 2026

Original job description

Application Deadline:

10/26/2026

Address:

250 Yonge Street

Job Family Group:

Customer Shared Services

#bmoinsurance

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.
Reviews all work items to ensure all in good order requirements have been received.
Handles written correspondence to advisors for cases requiring clarification or further documentation.
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.

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.
Unitrax and Fundserv - Good.
Segregated Fund administration - Good.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Note: Hybrid model - two in-office days weekly

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 role provides support for investment operations by executing product processes, ensuring regulatory compliance, and managing stakeholder inquiries. It also involves analyzing data for reporting, collaborating on system improvements, and resolving operational issues.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. Proficiency in systems like Unitrax and Fundserv, along with strong analytical and customer service skills, is required.

Skills

Investment operations
Financial controls
Regulatory compliance
Data reporting
Change management
Problem solving
Stakeholder management
Unitrax
Fundserv
Segregated fund administration
Analytical skills
Communication skills
Organization skills
Collaboration
MS Word
Excel

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
BMO
Customer Shared Services
Regulatory Controls
Financial Controls
Data Reporting
Dashboards
Change Management
Service Level Agreements
Stakeholder Management
Unitrax
Fundserv
Segregated Fund Administration
MS Word
Excel
PowerPoint
Risk Management
Operational Integrity
Process Improvement
Training

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