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Insight Global

Onboarding Specialist

Toronto, ON, Canada

Pay: $25 to $30 CAD / hour
Job type: Contract
Apply by: Oct 22, 2026
Education: Bachelor’s degree
Experience: Typically 3 to 6 years of relevant experience.
Posting language: English
Posted: Sep 22, 2026

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Applications open in a new tab.

Original job description

Pay: $25-$30/hour

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.

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

Job Description

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..

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

This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.

Apply About employer

More about this job

Responsibilities

The Client Onboarding Advisor acts as the primary point of contact for commercial clients, guiding them through account opening and the implementation of Treasury and Payment Solutions. They coordinate setup, testing, and training while collaborating with internal teams to ensure a smooth transition to ongoing service.

Requirements

Candidates must have 3 to 6 years of relevant experience in banking, finance, or technology implementation. A bachelor’s degree in business, finance, accounting, or a related field is required.

Skills

Client service
Relationship management
Project coordination
Problem solving
Data accuracy
Attention to detail
Risk management
Regulatory awareness
Microsoft Office
Digital tools
Communication
Collaboration
Strategic thinking
Continuous improvement
Technical implementation
Training

Visa sponsorship

Not detected in the job text

Keywords

Onboarding
Treasury
Payment Solutions
Commercial Banking
Account Opening
Client Services
Implementation
Project Management
Risk Management
Compliance
Automation
Artificial Intelligence
Data Analytics
Digital Banking
Cash Management
System Connections
Relationship Management
Strategic Thinking
Continuous Improvement
Microsoft Office

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