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Added 21 mins ago
FC
Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Winnipeg, MB
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 21 mins ago
FC
Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Montreal, QC
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 21 mins ago
FC
Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Mississauga, ON
- Contract
Conseiller(ère) en services bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 21 mins ago
BA
HR Advisor
BPP Accountancy Leeds
Vancouver, BC
- Full-time
We know that work is just one part of your life. That is why we offer a thoughtfully designed benefits package that supports your wellbeing, flexibility and personal priorities, alongside…
Added 21 mins ago
SL
Bilingual Customer Service Representative
Sun Life Québec
Montreal, QC
- Full-time
This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or…
Added 22 mins ago
LV
Customer Advisor I
Lee Valley Tools
Coquitlam, BC
- Up to $18.85 CAD / hour
- Part-time
A position at Lee Valley is more than just a job – we honor the time and dedication that our people give by providing sustained and meaningful employment while striving to provide an…
Added 36 mins ago
CB
Sales Associate - CosmoProf Store # 07325
CosmoProf Beauty
Guelph, ON
- Full-time
By working at Cosmoprof Canada, you would be part of the largest hair and beauty supplier in the world, and we are on a mission to empower our customers to express themselves through hair –…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sept-Îles, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 52 mins ago
S
Lower Mainland - Coordinator, Apprenticeship Advisor (Permanent, Full-Time)
SkilledTradesBC
Richmond, BC
- Full-time
We are currently looking for one (1) Coordinator, Apprenticeship Advisor for a permanent, full-time role.
Added 1 hour ago
NA
Public Protection Nurse Advisor - Public Protection Service
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
…Clyde Public Protection Service as a Public Protection Nurse Advisor. Working within a board-wide team, you will play a pivotal role in promoting a high-quality, safe and effective public…
Added 1 hour ago
NS
Public Protection Nurse Advisor - Public Protection Service
NHS Scotland
Saskatoon, SK
- Full-time
…Clyde Public Protection Service as a Public Protection Nurse Advisor. Working within a board-wide team, you will play a pivotal role in promoting a high-quality, safe and effective public…
Added 1 hour ago
Customer Data Technician, temporary 4-month contract
The Canada Life Assurance Company
Winnipeg, MB · Kitchener, ON
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 1 hour ago
Bilingual Advisor, System Integration
Bell
Toronto, ON
On the Bell Business Markets team, you’ll be a vital part of making innovation happen for enterprise-scale customers. You’ll deliver advanced solutions in areas such as IoT, Mobility/5G,…
Added 1 hour ago
C
Senior Systems Developer - Salesforce
Co-operators
Guelph, ON · Toronto, ON · Mississauga, ON
- Full-time
…enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our…
Added 1 hour ago
VC
Midwife
Vancouver Coastal Health
Richmond, BC
- Full-time
The Division of Midwifery at Vancouver Coastal Health-Richmond has 3 full time medical staff privileges available and we invite interested midwives who meet the criteria to submit an…
Added 1 hour ago
VC
Emergency Physician
Vancouver Coastal Health
North Vancouver, BC
- Full-time
…for Provisional Emergency Physicians to join our team. Full time and part time options are available. Preference will be given to those seeking a full-time position, but all interested…
Added 1 hour ago
RB
Wealth Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
As a Wealth Advisor, you will be responsible for managing a selection of clients, providing proactive advice and support to those clients and working closely with the lead Portfolio…
Added 1 hour ago
PC
Project Technologist
Pinchin Canada
Kelowna, BC
- Full-time
Be part of a team that values collaboration, accountability, and hands‑on technical work that supports responsible development and healthier communities.
Added 1 hour ago
FN
Senior Analyst, Planning
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
It is a transformative time to join as our team leads the development of FNHA’s strategic plan, a high-impact role that will guide the organization's future direction and directly improve…
Added 2 hours ago
B
CI Advisor I
BrokerLink
Ottawa, ON · Markham, ON · Aurora, ON · Ajax, ON · Newmarket, ON
- Full-time
We are looking for a Commercial Insurance Advisor to join our team in Ottawa, ON on a Permanent Full Time Basis!
Added 2 hours ago
RM
Sales Associate | The CORE (October - January)
Rocky Mountain Soap Company
Calgary, AB
- Temporary
Growing our culture-focused team means finding those who share the belief that we are a part in the greater ecosystem, working together to make a positive impact in our communities and for…
Added 2 hours ago
RM
Sales Associate | Canmore (October - January)
Rocky Mountain Soap Company
Canmore, AB
- Temporary
Growing our culture-focused team means finding those who share the belief that we are a part in the greater ecosystem, working together to make a positive impact in our communities and for…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a company taking on new…
Added 2 hours ago
T
Information Security Analyst II - Asset Assessment & Governance
TD
Toronto, ON · Mississauga, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 2 hours ago
C
Associate Financial Advisor - Magog
CIBC
Magog, QC
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…

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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