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Added 2 mins ago
PW
Financial Advisor Assistant (LLQP Life Insurance licensed)
Personalized Wealth Strategies
AB · Edmonton, AB
- Full-time
Join a close-knit, full-service financial planning practice in south Edmonton supporting clients with investment, insurance, retirement, and comprehensive financial planning needs. You'll…
Added 3 mins ago
K
Senior Accountant, Audit - Enterprise
KPMG
Kingston, ON
- Full-time
The Private Enterprise Audit group in our Kingston, Ontario office is looking for a Senior Accountant to join it's dynamic team.
Added 32 mins ago
SQ
Director, Corporate Underwriting Analytics and Digital Risk
Sunlife Québec
Quebec, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 32 mins ago
EI
Analyst, Operations (Commercial Insurance)
Economical Insurance
Toronto, ON
- Full-time
…Directors, investors, regulators, and auditors. Strong analytical, financial, and stakeholder management skills are essential to support business planning, performance measurement, and…
Added 32 mins ago
WG
Accounting Intern (Winter 2027)
Walter Group
Westmount, QC
- Volunteer
…family-backed investment firm built around talented teams of seasoned financial and operational experts. Guided by a multi-generational entrepreneurial spirit and a deep passion for…
Added 1 hour ago
T
Manager, Engineering – Accounts
TD
Toronto, ON
- Full-time
This is a visible leadership role requiring exceptional execution capabilities, financial services experience, and proven success leading complex technology programs through all phases of…
Added 1 hour ago
QI
manager, food and beverage service
Quality Inn & Suites Downtown Charlottetown
Charlottetown, PE
- Full-time
Added 1 hour ago
CS
administrator, records
Collège Stanislas
Montreal, QC
- Full-time
Assist in the planning and execution of financial statement audits
Added 1 hour ago
TB
restaurant manager
Taco Boy
St. John's, NL
- Full-time
Added 1 hour ago
S6
restaurant manager
Spicy 6 Fine Indian Cuisine
Vancouver, BC
- Full-time
Added 1 hour ago
Project Administrator
Amrize
Calgary, AB
The Project Administrator provides day-to-day administrative support for purchasing, financial, reporting, inventory, and production activities. The role is responsible for maintaining…
Added 1 hour ago
Senior Financial Analyst
Amrize
Mississauga, ON
Join Amrize as a Senior Financial Analyst and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a company that’s…
Added 1 hour ago
Civil/Pave Estimator
Amrize
Courtenay, BC · Nanaimo, BC · Port Alberni, BC · Victoria, BC
Project Oversight: Manage bids within ICI, heavy civil, subdivisions, and other general contracting while monitoring costs and financial reports.
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 hours ago
Member Advice Specialist (Fixed-term 16 months) - Cottonwood Branch
Coast Capital Savings
Chilliwack, BC
Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
Added 2 hours ago
Insurance Contact Centre Representative
Insurance Corporation of British Columbia
North Vancouver, BC
Added 2 hours ago
Auto Claims Specialist I
Insurance Corporation of British Columbia
Chilliwack, BC · Kamloops, BC · Kelowna, BC · BC · Prince George, BC · Surrey, BC · Vancouver, BC · Victoria, Brit
A minimum of 2 years of customer service experience in a contact centre, insurance, telecommunications, financial services, or a comparable customer-focused environment.
Added 2 hours ago
Q
Customer Success Operations Analyst
Quadient
Markham, ON
- $52,000 to $75,000 CAD / year
- Full-time
Experience in Financial Automation – Accounts Receivable/Payable.
Added 3 hours ago
DG
Senior Associate, Restructuring
Doane Grant Thornton LLP
Halifax, NS
- Full-time
Assist in preparing valuations of assets and business interests for various purposes (e.g., sale processes, refinancing, settlements, operational restructuring and financial restructuring).
Added 3 hours ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
…management, mergers and acquisitions, company restructuring, financial modelling, new legislation, and the efficiency of claims or reporting processes. You will also have the opportunity to…
Added 3 hours ago
H
Specialist Continuing Care, Housing
HealthCareersInSask.ca
Regina, SK
- Full-time
…housing services and tenant needs. This includes participation in financial decision-making, budget development, contracted services management, oversight of tenant operations, as well as…
Added 3 hours ago
Business & Financial Performance Manager
FortisBC
Burnaby, BC · Prince George, BC · Trail, BC
As our Business & Financial Performance Manager, you’ll create financial models with MS Excel for analyzing large amounts of financial data and convert the financial analysis into…
Added 3 hours ago
MS
Product Manager – Workplace Platforms - Assistant Vice President
Morgan Stanley
Calgary, AB
- Full-time
…institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and…
Added 3 hours ago
C
AI Lead Engineer, Technical Lead - Services AI Platform
Citi
Mississauga, ON
- Full-time
Competitive compensation and a comprehensive financial wellbeing package reflective of a Vice President-level position at a leading global institution.
Added 3 hours ago
MC
Director, Integrated Business Optimization
Methanex Corporation
Vancouver, BC
- Full-time
Building organizational capability to anticipate, model and act on enterprise value drivers, tying commercial, operational and financial decisions to free cash flow outcomes.

Closed listing

Insight Global

Onboarding Specialist

Toronto, ON, Canada

$25 to $30 CAD / hour · Contract

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $25 to $30 CAD / hour
Job type: Contract
Closing date: 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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Original job description

Archived listing. The details below describe a past opening.

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.

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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