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Added 28 mins ago
Senior Service Designer
Aviso Wealth
Remote, Canada
$95,000 to $105,000 CAD / year
Full-time · Remote
…service experiences, lead experience feedback collection for product pilots and inform future state experience…
Added 28 mins ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 43 mins ago
Senior Sales Engineer - Data Protection
N-able
ON
Full-time
…prospective customers. In this role, you will deliver compelling product demonstrations, guide technical discovery, lead Proof‑of‑Value (POV) engagements, and help position our…
Added 43 mins ago
Senior Research Director, Customer Success - Automotive
NielsenIQ
Toronto, ON
Full-time
Lead the day-to-day senior relationship with your clients across the U.S. and Canadian markets, building trusted relationships with client stakeholders and serving as a strategic advisor.
Added 58 mins ago
Senior Research Scientist
Seequent
Calgary, AB
Full-time
Apply the latest advancements in geomodelling to practical solutions and act as a technical advisor to colleagues.
Added 58 mins ago
Senior Account Executive
Enigma Digital - Behaviour-Led UI/UX, Websites & Digital Product Design
Quebec, QC
Full-time
Stay abreast of industry trends and digital innovations to serve as a trusted advisor to clients.
Added 58 mins ago
Senior Service Designer
Aviso
Toronto, ON
$95,000 to $105,000 CAD / year
Full-time
…service experiences, lead experience feedback collection for product pilots and inform future state experience…
Added 58 mins ago
Golf, Turf & Agricultural Technician
Manufacturing Job Site
Upper Onslow, NS
Full-time
Maintain current knowledge of our turf product offerings, as well as competitive machines.
Added 58 mins ago
Senior Research Director, Customer Success - Automotive
NielsenIQ
Toronto, ON
Full-time
Lead the day-to-day senior relationship with your clients across the U.S. and Canadian markets, building trusted relationships with client stakeholders and serving as a strategic advisor.
Added 58 mins ago
Global Mobility Partner
TMX Group
Vancouver, BC · Greater Vancouver Metropolitan Area
Full-time
…innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our…
Added 1 hour ago
Responsable Environnement, Santé et Sécurité
Celanese
Boucherville, QC
Full-time
…effective decision-making mechanisms. You will act as a strategic advisor to senior management and governing bodies, ensuring that governance is aligned with strategic objectives, legal…
Added 1 hour ago
Part-Time Retail Sales Representative for General Mills/Blue Buffalo - Regina
Encore Field Marketing Solutions Inc.
Regina, SK · SK, Regina, CA-SK
Part-time
Developing customer relations to become a trusted advisor
Added 1 hour ago
Commercial Lawyer
Insight Global
Mississauga, ON
$160,000 to $175,000 CAD / year
Full-time
…successful candidate will be a practical, business-minded legal advisor who understands how to balance risk with commercial objectives in a fast-paced, data-driven…
Added 1 hour ago
Client Services Advisor
Insight Global
Vancouver, BC
$26 to $30 CAD / hour
Contract
As a Client Onboarding Advisor, you will be the main point of contact for clients as they open commercial bank accounts and begin using BMO Treasury and Payment Solutions. You will guide…
Added 1 hour ago
Insurance Support Coordinator
Northbridge Financial Corporation
Mississauga, ON
Full-time
Stay current on product updates and software enhancements to support advisor efficiency.
Added 1 hour ago
Assistant Vice President & CIO, IPC Wealth Dealer Managed Solutions
The Canada Life Assurance Company
London, ON · Toronto, ON
…leader. They will be responsible for delivering strong client and advisor outcomes while maintaining disciplined investment governance, effective risk management and alignment with…
Added 1 hour ago
Director, Sales Enablement
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
You will lead Sales Enablement Managers, set clear direction and ensure enablement priorities remain closely aligned with business strategy, advisor needs and growth objectives.
Added 1 hour ago
Territory Coordinator
CIBC
Toronto, ON
Full-time
…administrative activities. Assist the National Sales Team in increasing advisor knowledge of and confidence in CIBC Asset Management…
Added 1 hour ago
Sales Associate
COS
Mississauga, ON
Part-time
As the Sales Advisor, you are the friendly face that greet our customers and embody the heart of our brand.
Added 3 hours ago
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Quartz
Open Hall, NL
Full-time
…the systems that aggregate user data, power Charlie (our AI advisor), and make personalised wealth advice possible at…
Added 4 hours ago
Sales Associate
COS
Toronto, ON
Part-time
As the Sales Advisor, you are the friendly face that greet our customers and embody the heart of our brand.
Added 4 hours ago
Solution Engineer, Public Sector, Canada
Salesforce Partner Canada
Toronto, ON
Full-time
…recommendations. With your technical and sales skills, you'll present our product offerings, address objections, and inspire confidence in our technology…
Added 5 hours ago
Lead Senior Advisor, Maintenance Program Implementation & RAMS
VIA Rail Canada
Montreal, QC
Lead Senior Advisor, Maintenance Program Implementation and RAMS will be accountable and responsible for ensuring that the Manufacturers of the LDRR fleet design a product that has been…
Added 6 hours ago
AI Sales Specialist Manager, Canada, Google Cloud
Google
Toronto, ON
…(e.g., Field Sales, Customer Developer, Solution Architecture, Product) and customers, supporting the team to do the same. You will ensure your team has the necessary selling skills to…
Added 8 hours ago
Senior Corporate Actuarial Advisor
iA Financial Group (Industrial Alliance)
Quebec, QC
Full-time
Senior Corporate Actuarial Advisor, Property and Casualty Insurance

Insight Global

Client Services Advisor

Vancouver, BC, Canada

Pay: $26 to $30 CAD / hour
Job type: Contract
Apply by: Oct 31, 2026
Education: Bachelor’s degree
Experience: Typically 3 to 6 years of relevant experience.
Posting language: English
Posted: Oct 1, 2026

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Applications open in a new tab.

Original job description

Pay: 26-30/hr

Contract Duration: 6 months + extensions (conversions full time available)

Work Arrangement: 4x weekly hybrid in Montreal or Vancouver.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Vacancy: This posting is for a currently vacant role.

Required Skills & Experience Qualifications

Typically 3 to 6 years of relevant experience. Experience may come from banking, insurance, financial services, technology implementation, client service, project coordination, operations, or a related field
FLUENT in both French and English (both written and verbal)
Experience helping clients, coordinating projects, implementing products or technology, solving service issues, or managing detailed processes is valuable.
A bachelor’s degree in business, finance, accounting, technology, or a related field is required. Another field of study or an equivalent combination of education and relevant work experience may also be considered.
Comfort learning new systems and explaining information to clients and colleagues.
The final grade will reflect the scope and complexity of the role and the candidate’s relevant experience.

Core Capabilities

Client service and relationship management
Communication and collaboration
Project and milestone coordination
Problem solving and decision making
Data accuracy and attention to detail
Risk and regulatory awareness
Quality review
Microsoft Office and digital tools
Strategic and continuous improvement thinking

Nice to Have Skills & Experience

Commercial Banking/Cash Management/Treasury payments

Job Description - Bilingual Client Onboarding Advisor

Team Overview

At BMO, Client Services & Implementation helps businesses begin using the banking solutions they need to operate and grow. Our Treasury and Payment Solutions team supports commercial and capital markets clients with account opening, digital banking, payments, cash management, product setup, training, and ongoing service. We bring together colleagues from Sales, Product, Operations, Legal, Compliance, Technology, and Client Service to make onboarding clear, coordinated, and easy for clients. Our work combines strong relationships, thoughtful problem solving, responsible risk management, and technology enabled improvement.

Role Overview

As a Client Onboarding Advisor, you will be the main point of contact for clients as they open commercial bank accounts and begin using BMO Treasury and Payment Solutions. You will guide the onboarding experience from start to finish, coordinate both core and more complex products, and make sure clients understand what is needed at each step. The work includes gathering information, planning the implementation, coordinating setup and testing, providing training, solving problems, and helping clients move smoothly into ongoing service. You do not need to know every product on day one. You will learn through training, experience, and support from colleagues while building trusted client relationships.

Why This Role Matters

A strong onboarding experience helps clients feel confident choosing BMO. In this role, you will make complex processes easier to understand, connect the right people, and help clients begin using solutions that support their day to day business. Your work can improve client satisfaction, speed up implementation, and help BMO continue modernizing onboarding through better processes, automation, artificial intelligence, data, and digital tools.

What You Can Expect

A client facing role where you build relationships, explain next steps clearly, and help clients make progress.
Experience with commercial account opening and a range of Treasury and Payment Solutions, including digital banking, payments, cash management, file based services, and system connections.
Opportunities to work with business leaders, treasury teams, technology partners, and clients across North America.
Training and support to build product knowledge, implementation skills, and confidence working with banking and technology solutions.
Participation in improvements that use automation, artificial intelligence, analytics, and digital tools to simplify onboarding.
A collaborative environment that values curiosity, client advocacy, inclusion, professional growth, and practical ideas.

Skills That Help You Succeed

Clear client communication and relationship building
Planning, organizing, and managing several priorities
Learning new products, systems, and processes
Explaining technical information in simple language
Problem solving and sound judgment
Working across teams and keeping people aligned
Attention to detail and follow through
Interest in technology, automation, data, and continuous improvement

What You Will Do

Acts as the main point of contact for clients throughout onboarding and provides clear updates, guidance, and next steps.
Coordinates commercial account opening, including required client information, legal documents, approvals, and internal handoffs.
Manages the setup of core and complex Treasury and Payment Solutions, such as digital banking access, domestic and international payments, cash management services, file based services, and system connections.
Creates practical onboarding plans with clear activities, owners, milestones, risks, and target dates.
Brings together clients and partners from Sales, Product, Operations, Legal, Compliance, Technology, Customer Success, and Client Service to keep work moving.
Explains product requirements, setup steps, and technical information in language that clients can easily understand.
Coordinates configuration, testing, and readiness checks before products are launched.
Provides or coordinates client training so users understand how to use their new solutions confidently.
Identifies missing information, risks, delays, and other barriers, then works with the right partners to resolve them.
Keeps client records, setup instructions, approvals, and implementation information accurate, complete, and ready for review.
Supports a smooth transition to ongoing service after onboarding is complete.
Uses client feedback, data, automation, artificial intelligence, and other tools to suggest practical improvements to the onboarding experience.
Shares knowledge with colleagues and may provide guidance to others based on experience and role level.
Handles work with increasing independence based on experience, complexity, and grade, and asks for support when a matter requires additional authority or expertise.
May support other business priorities and related responsibilities as needed.
Makes thoughtful decisions that support clients while protecting BMO. Follows applicable policies, procedures, laws, regulations, and risk requirements, and raises concerns when additional guidance or approval is needed

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More about this job

Responsibilities

Serve as the primary client contact throughout commercial account opening and onboarding, coordinating product setup, implementation plans, testing, training, and transition to ongoing service. Collaborate across internal teams to resolve issues, maintain accurate records, manage risks, and improve onboarding processes using client feedback, data, automation, and digital tools.

Requirements

Typically requires 3 to 6 years of relevant experience in areas such as banking, financial services, client service, technology implementation, project coordination, or operations, along with fluency in written and spoken French and English. A bachelor’s degree in business, finance, accounting, technology, or a related field is required, though another field of study or equivalent education and relevant experience may be considered.

Skills

Client Service
Relationship Management
Bilingual Communication
Project Coordination
Commercial Account Opening
Treasury And Payment Solutions
Cash Management
Digital Banking
Problem Solving
Risk Management
Regulatory Compliance
Attention To Detail
Client Training
Implementation Planning
Microsoft Office
Continuous Improvement

Visa sponsorship

Not detected in the job text

Keywords

Commercial Banking
Treasury And Payment Solutions
Commercial Account Opening
Digital Banking
Domestic Payments
International Payments
Cash Management
File-Based Services
System Connections
Client Onboarding
Implementation Planning
Project Coordination
Client Training
Configuration And Testing
Risk Management
Regulatory Compliance
Legal Documentation
Microsoft Office
Automation
Artificial Intelligence
Analytics
Data Accuracy
Process Improvement
Bilingual French And English

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