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Added 2 hours ago
BB
Store Manager
Bulk Barn Foods Limited
Vernon, BC
- Full-time
…maintains a comprehensive corporate structure that includes Administration, Customer Service, Finance, Franchising, IT, Inventory and Logistics, Marketing, Merchandising and Buying, Real…
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 2 hours ago
C
Finance & Administration Manager [Fredericton Playhouse Inc. | Hawkes Centre for the Arts]
CareerBeacon
Fredericton, NB
- $61,901 to $80,473 CAD / year
- Full-time
…become a major cultural hub for our region, and we're seeking a Finance & Administration Manager to help support the organization through this period of growth and…
Added 3 hours ago
Site Administrator
Del Property Management
ON
Preparation of notices and correspondence, and posting accordingly under the Condominium Manager's supervision
Added 3 hours ago
Site Administrator
Del Property Management
ON
Reports To: Condominium Manager / VP of Operations
Added 7 hours ago
NP
Maintenance Technician - Central Fleet
NANTUCKET POLICE DEPARTMENT
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…Maintenance Technician. Under the direction of the Central Fleet Manager, the successful applicant should have the ability to perform a wide range of skilled work. Responsible for the…
Added 11 hours ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Shelburne, ON
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 12 hours ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 12 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 14 hours ago
FH
GESTIONNAIRE BILINGUE DU DÉVELOPPEMENT DES AFFAIRES | BILINGUAL BUSINESS DEVELOPMENT MANAGER
Fuze HR Solutions
Montreal, QC · Greater Montreal Metropolitan Area
- $72,000 to $109,000 CAD / year
- Full-time
Diplôme en administration, vente, marketing ou domaine connexe.
Added 15 hours ago
AC
Senior Manager, External Financial Advisory
ACCA Careers
Winnipeg, MB
- Full-time
Completion of a degree in finance, accounting, economics or business administration
Added 17 hours ago
LC
Store Administrator, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 17 hours ago
LC
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Red Deer, AB
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 17 hours ago
MF
Grants Administrative Assistant
Muslim Food Bank and Community Services
Richmond, BC
- Part-time
We are looking for an organized and detail-oriented Grants Administrative Assistant to support our Grants and Funding Manager. This is a hands-on opportunity to gain real-world experience…
Added 18 hours ago
PG
M&A Manager, Corporate Development
Perseus Group, Constellation Software
Canada
- Full-time
At least 3+ years of experience in a business development/sales position at a software company or client-facing M&A/finance role within business development, sales, and/or account…
Added 19 hours ago
AG
Administrative Assistant
Apex Geomatics Construction Surveyors Ltd
Sherwood Park, AB
- Full-time
Reporting to the Administrative Manager, this position plays a key role in daily office operations, including front desk reception, travel and accommodation coordination, HR administration,…
Added 19 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Red Deer, AB
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 19 hours ago
SD
Store Administrator, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Red Deer, AB
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 20 hours ago
WF
Senior Human Resources Manager, Total Rewards
West Fraser
Vancouver, BC
- Full-time
Senior Human Resources Manager - Total Rewards, Vancouver, BC
Added 21 hours ago
GC
Branch Manager II
Global Credit Union
Mississauga, ON · Clearview, ON
- Full-time
Coach & Mentor: Provide regular observational feedback and structured monthly 1:1s; specifically coaching the Assistant Branch Manager to drive service and sales excellence.
Added 21 hours ago
Accounts Payable Administrative Support
Lush Handmade Cosmetics
Toronto, ON
Minimum of 1 year experience in finance, office administration, or an equivalent combination of education, training and experience
Added 21 hours ago
N
Senior Product Manager
nesto
Montreal, QC
- Full-time
As Canada's pioneer in online mortgage lending, nesto is transforming the way Canadians finance their homes. Our mission is to offer a positive, empowering, and transparent property…
Added 21 hours ago
NB
Assistant Manager, Administration
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Assistant Manager, Administration - PPSA in Equipment Finance at National Bank means helping lead the team responsible for Personal Property Security Act (PPSA)…
Added 21 hours ago
NB
Collections Agent
National Bank of Canada
Winnipeg, MB
- Full-time
Within the Equipment Finance department, you are part of a team of more than 300 colleagues and report to the Manager, Contract Administration. Our team stands out for its commitment to…
Added 21 hours ago
NB
Senior Analyst Custody Invoicing
National Bank of Canada
Toronto, ON
- Full-time
Bachelor’s degree in Finance, Business Administration, Accounting, Economics or a related field.

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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