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Added 5 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
Facilitate research engagement with clients, carers, and point-of-care professionals in advisor and collaborator capacities across research projects.
Added 5 mins ago
WW
Account Executive - North America
Wello Worldwide
Toronto, ON
- Full-time
…that you can grow as a professional and a social media expert…
Added 8 mins ago
SL
AVP, Corporate Underwriting Risk & Governance
Sun Life
Toronto, ON · ON · Ontario Telecommuters
- Full-time
Serve as a trusted advisor to the Corporate Chief Underwriter on emerging underwriting and insurance ris
Added 8 mins ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 8 mins ago
GF
Sales (Fitness Advisor) - Brampton Kingspoint Plaza
GoodLife Fitness
Brampton, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 8 mins ago
D
Credit Risk Modelling Data Scientist
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Montreal, QC
- Full-time
…advanced statistical knowledge. You serve as a data use specialist advisor and subject matter expert for practitioners, as well as a resource person and coach for the team. You interact…
Added 8 mins ago
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Senior Advisor, Data governance
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Serve as a specialist advisor to teams in developing and applying data management processes and controls
Added 8 mins ago
C
Advisor, Procurement Governance and Systems
Cogeco
Montreal, QC
- Full-time
Reporting to the Manager, Governance and Analytics, the Advisor, Procurement Governance and Systems has critical responsibilities for strengthening our procurement framework across North…
Added 8 mins ago
C
Financial Advisor - CIRO-ID
CIBC
Georgetown, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 8 mins ago
CH
Senior Advisor, Operational Risk and Resiliency - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Added 8 mins ago
Senior Manager, Strategic Portfolio Governance (English/Spanish), International Banking - Toronto
Scotiabank
Toronto, ON
…enterprise governance requirements. The role acts as a trusted advisor to senior executives and country stakeholders across Latin America and the Caribbean, supporting capital allocation…
Added 8 mins ago
Total Wealth Planner, Advanced Planning Services - Montreal, QC
Scotiabank
Montreal, QC
Provide In-depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor-led Total Wealth Plans
Added 8 mins ago
Business Advisor - Regional Opportunities - (Kelowna - Vernon) Southeast BC District
Scotiabank
Kelowna, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Business Advisor opportunities based on business needs.
Added 8 mins ago
IF
Communications and Marketing Advisor I (12-Month Contract)
Intact FC
Toronto, ON · Montreal, QC · Saint-Hyacinthe, QC · Calgary, AB
- Full-time
We are looking for a Communications and Marketing Advisor I to join our team for a 12-month contract!
Added 8 mins ago
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Human Resources Business Partner
Intelcom
Montreal, QC · Service Centre (Montreal)
- Full-time
…overall corporate objectives. The HR Business Partner acts as an advisor to company directors and managers, helping them to decide on long-term strategies for human resources and…
Added 8 mins ago
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Talent Acquisition Specialist
Intelcom
Montreal, QC · Service Centre (Montreal)
- Full-time
A great capacity to influence as an expert advisor in talent acquisition
Added 8 mins ago
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Advisor IT Data Network Operations & Support
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Toronto, ON · North York
- Full-time
…excellence, innovation, and sustainable growth. We are looking for an Advisor IT Data Network Operations & Support to help design, build, deploy, test, and support our enterprise network…
Added 8 mins ago
Director Strategic Initiatives & Innovation (18 month contract) | Great West
The Canada Life Assurance Company
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Act as a trusted advisor and delegate to the AVP across multiple workstreams.
Added 8 mins ago
Canada Defence Market Leader
Mott MacDonald
Toronto, ON
…opportunity pipeline, and position Mott MacDonald as a valued advisor and delivery partner. The successful candidate will combine deep knowledge of the Canadian Defence environment with the…
Added 8 mins ago
Canada Defence Market Leader
Mott MacDonald
Toronto, ON
…opportunity pipeline, and position Mott MacDonald as a valued advisor and delivery partner. The successful candidate will combine deep knowledge of the Canadian Defence environment with the…
Added 8 mins ago
Immigration Support Advisor
International Business University
Toronto, ON
As the Immigration Support Advisor, you will provide immigration guidance to prospective and current international students, supporting them throughout the admissions process and advising…
Added 22 mins ago
PI
Project Technologist
Pinchin in Canada
Kelowna, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 22 mins ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 22 mins ago
T
Sr. Commercial Strategy Manager
Thumbtack
Remote, Canada
- Full-time
- Remote
Be a trusted advisor to the Senior Director of Commercial Strategy, VP of Business Development, and Chief Commercial Officer
Added 36 mins ago
YR
Secondary Long Term Occasional (LTO) 100% Grade 9 Destreamed and 10 Academic Math
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Closed listing

BMO

Client Service Associate

Toronto, ON, Canada
CLAIRE, Canada

$38,000.00 - $72,000.00 · Full-time

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: $38,000.00 - $72,000.00
Job type: Full-time
Closing date: Oct 14, 2026
Experience: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 9, 2026

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

10/13/2026

Address:

30 St. Clair Avenue West

Job Family Group:

Wealth Sales & Service

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

The Client Service Associate role supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Books meetings with new prospects and prepares introductory package for the prospect/referral.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Must currently be licensed as an Investment Representative with CIRO
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

This job posting is for a current vacancy.

Salary:

$38,000.00 - $72,000.00

Pay Type:

Salaried & Commission

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.

About employer

More about this job

Responsibilities

The Client Service Associate supports Investment Advisors with day-to-day administration, client relationship management, and the execution of investment-related tasks. They are responsible for ensuring regulatory compliance, processing client requests, and providing professional service to maintain and grow client portfolios.

Requirements

Candidates must have 3-5 years of relevant experience and hold a current Investment Representative license with CIRO. Advanced knowledge of investment processes, administrative procedures, and compliance regulations is required.

Skills

Investment management
Client service
Portfolio reviews
Account maintenance
Trade execution
Regulatory compliance
Financial planning
Relationship management
Data management
Mentoring
Communication skills
Analytical skills
Problem solving
Team collaboration
Administrative support

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
CIRO
Portfolio rebalancing
Client database
Regulatory requirements
Risk management
Sales administration
Financial services
Trade processing
Insurance products
Trust and estate services
Retirement planning
Client onboarding
Asset monitoring
BMO Nesbitt Burns
Private wealth
Investment expertise
Compliance policies
Customer experience

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