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Added 11 mins ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
…Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support…
Added 11 mins ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Part-time
…Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support…
Added 26 mins ago
AE
AE - Sr Brand Ambassador (Sr Sales Associate)
American Eagle Outfitters
Regina, SK
- Part-time
They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!)
Added 26 mins ago
GT
Container Associate (Day Shift
Giant Tiger
Johnstown, ON
- Full-time
Identify and report any quantity variances and any damages to the Receiver associate
Added 26 mins ago
TF
Administrative Specialist
The Fedcap Group
Hamilton, ON
- $47,000 to $60,000 CAD / year
- Full-time
Added 26 mins ago
MM
Part-Time Financial Service Representative
Money Mart
Wetaskiwin, AB
- Part-time
…our customers and team members, we proudly contribute each year to local charities and nonprofit organizations, while also using our time and talent to serve local communities across Canada…
Added 26 mins ago
Financial Service Representative
Money Mart
London, ON
…our customers and team members, we proudly contribute each year to local charities and nonprofit organizations, while also using our time and talent to serve local communities across Canada…
Added 26 mins ago
Financial Service Representative
Money Mart
Edmonton, AB
…our customers and team members, we proudly contribute each year to local charities and nonprofit organizations, while also using our time and talent to serve local communities across Canada…
Added 40 mins ago
WT
Senior Associate, Treasury Cash & Settlements
Wealthsimple Technologies
Remote, Canada
- $69,000 to $87,000 USD / year
- Full-time
- Remote
As a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily…
Added 53 mins ago
TH
Pro Sales Associate: Full Time - CHINOOK
The Home Depot Canada
Calgary, AB
- Full-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 55 mins ago
UO
Team Lead, Administrative Services
University of Alberta
Edmonton, AB
- Full-time
…responsible for a portfolio supporting the Faculty General Manager, Associate Deans and Faculty Operations, while providing direct supervision to the Executive Assistant to the Dean and…
Added 55 mins ago
FA
Associate, Investments and Asset Management
Forum Asset Management
Toronto, ON
- Full-time
Forum Asset Management – Associate, Investments and Asset Management
Added 1 hour ago
AB
Sales Associate
Atlantic Beef Products Inc
Albany, PE
- $50,000 to $55,000 CAD / year
- Full-time
…and reporting to Director of Sales. In this role the Sales Associate will coordinate and streamline existing sales channels while maximizing profitability levels and utilizations rates for…
Added 1 hour ago
Financial Service Representative
Money Mart
Edmonton, AB
…our customers and team members, we proudly contribute each year to local charities and nonprofit organizations, while also using our time and talent to serve local communities across Canada…
Added 1 hour ago
B
Personal Banking Associate
BMO
Guelph, ON
- Full-time
…represents BMO Financial Group’s expected target for the first year in this…
Added 1 hour ago
B
Personal Banking Associate
BMO
Woodstock, ON
- Full-time
…represents BMO Financial Group’s expected target for the first year in this…
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Richmond, BC
- Full-time
…Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support…
Added 1 hour ago
WL
Sport Medicine and Athlete Performance Manager
Wilfrid Laurier University
Waterloo, ON
- $85,357 to $106,696 CAD / year
- Contract
The Manager, Sports Medicine & Athlete Performance reports to the Associate Director Interuniversity Sport Programs (Associate Director) and is a member of the department leadership team.…
Added 1 hour ago
SO
Receptionist
Spaces. offices | co-working | meeting rooms.
Toronto, ON
- Full-time
As a Community Associate, you’ll work closely with new and existing customers across a myriad of industries, working to create and maintain your own community within your centre, where you…
Added 1 hour ago
AE
AE - Sr Brand Ambassador (Sr Sales Associate)
American Eagle Outfitters
Langley (District), BC · Langley, BC
- Part-time
They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!)
Added 1 hour ago
IS
Analyst, Deployment Services
IT Solutions Consulting LLC
Waterloo, ON
- Full-time
Participate in a week-long on-call rotation a few times per year.
Added 1 hour ago
BC
Distribution Center Associate (BC)
Brother Canada
Richmond, BC
- Full-time
Reporting to the Manager, Distribution Center, the Distribution Center Associate (DCA), demonstrates strong abilities to perform autonomously the core functions of DC namely:…
Added 1 hour ago
VF
Associate, Institutional Sales & Settlements
Ventum Financial
Vancouver, BC
- Full-time
Ventum Financial is seeking a motivated and detail-oriented entry level Associate, Institutional Sales & Settlements to join our Institutional Sales & Trading team in Vancouver.
Added 2 hours ago
GF
Overnight Customer Service Representative (Motivator) – Saskatoon The Centre
GoodLife Fitness
Saskatoon, SK
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 2 hours ago
C
Senior Strategy & Operations Associate
Clio
Toronto, ON · Vancouver, BC · Calgary, AB
- Full-time
We are seeking a Senior Strategy & Operations Associate to join our Strategy & Operations team. This role is available to candidates in either Vancouver or Toronto.

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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