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Added 8 mins ago
FR
Customer Success Manager
Fiat Republic
ON · Ontario, Canada
- Full-time
We are hiring our first Customer Success Manager to own our clients after they sign. You will get them live fast, keep them happy, catch churn before it happens and grow revenue from our…
Added 1 hour ago
Security Site Manager - Victoria Shopping Centre (Guardteck)
Kandor
Victoria, BC
Portfolio Focus: The Site Manager position, which reports to the Account Manager designated by Guardteck Operations, is important in ensuring that the site is performing at a high level of…
Added 1 hour ago
Account Manager - Calgary (Guardteck)
Kandor
Calgary, AB
Guardteck is seeking an Account Manager to manage client relationships and service delivery across a portfolio of security sites in Calgary, AB. This is a client-facing operations role…
Added 1 hour ago
Senior Account Manager-Metro Vancouver (Guardteck)
Kandor
Burnaby, BC
Guardteck is seeking a Senior Account Manager to lead and develop our account management team in Burnaby, BC. This is a senior, client-facing operations role responsible for leading account…
Added 1 hour ago
L
Retail Assistant Store Manager
Lovisa
Winnipeg, MB
- Full-time
- Are you an existing Store Manager or Assistant Store Manager with experience in creating a team environment, to coach, develop and motivate your team to deliver great results?
Added 1 hour ago
HM
Family Practitioner/General Practitioner
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Langley (District), BC · City of Langley, BC
- Full-time
…part of our team-based approach to medicine. Dedicated Office Manager and off-site billing manager to manage your shifts in a very pain free manner, so that all of your time is spent with…
Added 2 hours ago
H
Emergency Medical Technician
HealthCareersInSask.ca
Leader, SK
- Part-time
Job Description: Reporting to the Southwest EMS Operations Manager the Emergency Medical Technician - Primary Care Paramedic (PCP) is responsible for responding to emergent and non-emergent…
Added 2 hours ago
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Software Engineer 4 - Kubernetes AI Platform Engineering
Nutanix
Vancouver, BC
- $151,000 to $227,000 CAD / year
- Full-time
…dramatically lowered TCO. NKP provides simplified Kubernetes operations, seamless application mobility, and integrated security and compliance. Platform engineers and IT admins can use NKP…
Added 3 hours ago
RC
Lead Cook
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Courtenay, BC
- Temporary
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Added 3 hours ago
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Business Development Representative - Vancouver
War Room
Vancouver, BC
- Full-time
Hiring Manager Interview – A deeper discussion about your skills, experience, and alignment with the role.
Added 3 hours ago
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IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 3 hours ago
Pharmacy Assistant
Winnipeg Regional Health Authority
Brandon, MB
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Added 3 hours ago
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Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 3 hours ago
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Sales Associate
Claire's
Mississauga, ON
- $17 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 3 hours ago
Pharmacy Assistant
Winnipeg Regional Health Authority
Brandon, MB
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
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Pharmacy Assistant
Winnipeg Regional Health Authority
Brandon, MB
The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the…
Added 4 hours ago
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Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
The Centre for Precision Psychiatry – Quebec (CPPQ) is seeking a project manager for our large-scale longitudinal mental health research project across three clinical research sites,…
Added 4 hours ago
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Alliance / Partner Marketing Manager (Hyperscalers)
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Toronto, ON
- Full-time
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Added 4 hours ago
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Assistant Front Store Manager, Hourly Full Time Flexible Shifts
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- Full-time
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Added 4 hours ago
UO
Senior Officer, Payroll
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Reporting to the Manager of Payroll and Leaves, the primary purpose of this position is to act as the primary point of contact to manage and resolve payroll, time off, and leave inquiries…
Added 4 hours ago
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Senior Web Developer
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Added 4 hours ago
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Lead Manager, Strategic Partnerships (Seoul-based)
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You will work cross-functionally with teams across Commercial, Marketing, Product, Finance, Legal, Analytics, and Operations to take partnership opportunities from idea through execution…
Added 4 hours ago
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Lead Manager, Strategic Partnerships (Seoul-based)
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Added 4 hours ago
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Custodial Workload & Training Specialist
The University of British Columbia
Vancouver, BC
- $5,984 to $6,422 CAD / month
- Full-time
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Added 4 hours ago
TU
Dental Assistant 2
The University of British Columbia
Vancouver, BC
- $5,317 to $5,772 CAD / month
- Full-time
This position- Dental Assistant II, would report to - Dental Assistant III or IV, that reports to the Senior Clinic Manager, Resources & Operations, who reports to the Clinic Director. This…

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: Nov 4, 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 28, 2026

Original job description

Application Deadline:

11/03/2026

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 Senior Service Representative supports investment operations by executing product processes, ensuring regulatory compliance, and managing stakeholder inquiries. They are responsible for reconciling documentation, preparing reports, and collaborating on system improvements to meet service level agreements.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. Proficiency in investment 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
Transaction processing
Stakeholder management
Unitrax
Fundserv
Segregated fund administration
MS Word
Excel
PowerPoint
Analytical skills
Communication skills

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
Financial Controls
Regulatory Compliance
Data Reporting
Dashboards
Change Management
Service Level Agreements
Transaction Processing
Stakeholder Management
Unitrax
Fundserv
Segregated Fund Administration
MS Word
Excel
PowerPoint
Analytical Skills
Problem Solving
Hybrid Model
Investment Products
Operational Integrity
Risk Controls
Documentation
Reconciliation

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