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Client advisor Jobs in Calgary, AB

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Client advisor • calgary ab

Last updated: 4 hours ago
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Client Service Advisor

Client Service Advisor

BMOCalgary, Alberta, Canada
Part-time
Provides daily operational service support and ensures the delivery of exceptional client experiences.Resolves client problems in a prompt and effective manner, while ensuring that enhancement oppo...Show moreLast updated: 4 hours ago
Client‑Centric Personal Banking Advisor

Client‑Centric Personal Banking Advisor

BMO Financial GroupCalgary, AB, CA
Full-time
A financial services company in Calgary seeks a Retail Banking Sales Associate to deliver exceptional service and financial solutions to customers. This role involves collaborating with branch partn...Show moreLast updated: 30+ days ago
Investment Advisor Support & Client Growth Associate

Investment Advisor Support & Client Growth Associate

Richardson WealthCalgary, AB, CA
Full-time
A leading Canadian wealth management firm in Calgary is seeking an Associate to support Investment Advisors.Responsibilities include preparing client reports, managing transactions, and ensuring hi...Show moreLast updated: 30+ days ago
Senior Client Engagement Advisor

Senior Client Engagement Advisor

Cult CollectiveCalgary, AB, CA
Full-time
Cult Collective is now seeking an experienced Sr.Account Manager to join our team.This is your dream job if you… … are both a master of soft skills and an analytical guru.You are very intentional a...Show moreLast updated: 30+ days ago
Client Advisor, Commercial Insurance

Client Advisor, Commercial Insurance

Acera Insurance Services Ltd.Calgary, AB, CA
Full-time +1
Select how often (in days) to receive an alert : .As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees...Show moreLast updated: 21 days ago
Client Advisor, Commercial Insurance

Client Advisor, Commercial Insurance

Acera InsuranceCalgary, AB, CA
Full-time +1
Client Advisor, Commercial Insurance.As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Encouraged...Show moreLast updated: 30+ days ago
Client-Focused Financial Advisor II

Client-Focused Financial Advisor II

Canadian Imperial Bank of CommerceCalgary, AB, CA
Full-time
A leading financial institution in Calgary seeks a motivated individual to engage with clients, provide tailored financial solutions, and enhance relationships through outreach.The ideal candidate ...Show moreLast updated: 6 days ago
Financial Advisor Support Specialist — Growth & Client Impact

Financial Advisor Support Specialist — Growth & Client Impact

Raymond James Ltd.Calgary, AB, CA
Full-time +1
A leading independent investment firm in Calgary is seeking a Sales Assistant to support financial advisors and manage client requests. This role involves processing trades, handling client communic...Show moreLast updated: 30+ days ago
Remote Financial Services Advisor — Build Client Policies

Remote Financial Services Advisor — Build Client Policies

srecruitingCalgary, AB, CA
Remote
Full-time
A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in...Show moreLast updated: 2 days ago
Private Client Advisor, Manager / Sr. Manager - Calg

Private Client Advisor, Manager / Sr. Manager - Calg

ROSSCalgary, AB, CA
Full-time
Do you enjoy consulting with owner managed companies?.Manager / Senior Manager - Private Client Advisors (PCA).Our client is one of Canada's leading professional services firms who provide audit, tax...Show moreLast updated: 30+ days ago
Private Client Advisor / Wealth Advisor / Investment Specialist

Private Client Advisor / Wealth Advisor / Investment Specialist

TalentSphere Staffing SolutionsCalgary, AB, CA
Full-time
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary : $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry : Financial...Show moreLast updated: 30+ days ago
Private Client Investment Advisor – Calgary

Private Client Investment Advisor – Calgary

Targeted TalentCalgary, AB, CA
Full-time
A wealth management firm in Calgary is seeking an experienced Investment Counsellor.This role involves client interaction to discuss needs, portfolio management, and driving business development.Ca...Show moreLast updated: 30+ days ago
Associate Financial Advisor — Grow Client Wealth

Associate Financial Advisor — Grow Client Wealth

CIBCCalgary, AB, CA
Full-time
A leading Canadian bank in Calgary is seeking an Associate Financial Advisor.In this role, you will meet with clients to understand their needs and provide personalized solutions to achieve their f...Show moreLast updated: 4 days ago
Investment Associate : Client-Focused Advisor Support

Investment Associate : Client-Focused Advisor Support

Richardson GMP Ltd.Calgary, AB, CA
Full-time
A leading Canadian wealth management organization in Calgary is seeking an Associate to support Investment Advisors and ensure high-level client service. Responsibilities include preparing analysis ...Show moreLast updated: 30+ days ago
Independent Wealth Advisor - Build Your Client Legacy

Independent Wealth Advisor - Build Your Client Legacy

Edward JonesCalgary, AB, CA
Full-time
A leading financial services firm is seeking Financial Advisors in Calgary, Alberta.You will partner with clients to help achieve long-term financial goals, supported by a dedicated team.This role ...Show moreLast updated: 30+ days ago
Life Insurance Sales & Client Solutions Advisor

Life Insurance Sales & Client Solutions Advisor

Wellington-AltusCalgary, AB, CA
Full-time
A leading financial services firm in Calgary is seeking an Insurance Associate to drive life insurance sales and support advisors in delivering insurance solutions. The ideal candidate will have a b...Show moreLast updated: 30+ days ago
Financial Advisor Assistant : Client Service & Trade Support

Financial Advisor Assistant : Client Service & Trade Support

Raymond James FinancialCalgary, AB, CA
Full-time
A leading investment firm in Calgary is seeking a Licensed Financial Advisor Assistant to support financial advisors and manage client requests. Responsibilities include processing trades, aiding in...Show moreLast updated: 30+ days ago
Senior Accountant, Audit — Trusted Advisor Driving Client Growth

Senior Accountant, Audit — Trusted Advisor Driving Client Growth

MNPCalgary, AB, CA
Full-time
A leading national accounting firm in Calgary is seeking an experienced Senior Accountant to join their Assurance & Accounting team. The role involves conducting audits and providing tailored financ...Show moreLast updated: 30+ days ago
Wealth Planner & Client Advisor

Wealth Planner & Client Advisor

ScotiabankCalgary, AB, CA
Full-time
A leading financial institution is looking for a Financial Advisor in Calgary, Alberta.In this role, you will build strong customer relationships and help clients develop comprehensive financial pl...Show moreLast updated: 6 days ago
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Client Service Advisor

Client Service Advisor

BMOCalgary, Alberta, Canada
4 hours ago
Job type
  • Part-time
Job description

Application Deadline :

01 / 23 / 2026

Address :

525 8th Ave SW East Tower

Job Family Group :

Commercial Sales & Service

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

  • Handles transactional requests, escalations and investigation of all types of service needs for clients.
  • Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
  • Publishes regular and ad-hoc reports and dashboard
  • Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
  • Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
  • Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
  • Responds to and facilitates the resolution of client service requests.
  • Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
  • Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
  • 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 :

  • 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
  • Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
  • Specialized knowledge.
  • Foundational level of proficiency :

  • Regulatory Compliance
  • Document Management
  • Problem-Solving
  • Collaboration
  • Intermediate level of proficiency :

  • Product Knowledge
  • Data Analysis Reporting
  • Microsoft Office
  • Detail-Oriented
  • Teamwork
  • Salary :

    $38,500.00 - $71,000.00

    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 : : / / 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 : / / 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.