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Added 7 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 9 mins ago
SS
Marketing Manager
Sinclair Supply
Edmonton, AB
- Full-time
Lead product and brand marketing across flyers, branch TVs, digital channels, social media, signage, displays, customer communications, and other marketing materials.
Added 9 mins ago
T
Personal Banking Associate-Etobicoke- Future Opportunities
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 9 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 9 mins ago
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Customer Experience Associate
TD
Barrhead, AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 24 mins ago
B
Personal Banker
BMO
London, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 24 mins ago
B
Personal Banking Associate
BMO
Guelph, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 24 mins ago
B
Personal Banking Associate
BMO
Woodstock, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 38 mins ago
V
Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
As an Assistant Branch Manager, you will establish and develop relationships with our business community contacts and look for opportunities to promote Vancity products and services with…
Added 38 mins ago
V
Mortgage Development Manager - Vancouver Island
Vancity
Bowen Island, BC
- Full-time
Advising and coordinating with the branch network so that there is seamless transition from the Mortgage Development Manager to the branch network (Assistant Branch Managers, Account…
Added 38 mins ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.
Added 39 mins ago
LC
Bilingual QA Specialist, Fresh
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- Full-time
Complete daily/ongoing QA auditing of product (slot checks, inter branch and distribution checks)
Added 39 mins ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 39 mins ago
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Customer Service Representative
BMO
Vancouver, BC
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 54 mins ago
DL
Labourer
Dick's Lumber & Building Supplies
Crossfield, AB
- Full-time
Regular inspection and maintenance as required for tools and machinery and report any problems or irregularities immediately to the Branch Manager.
Added 1 hour ago
T
Personal Banker Trainee
TD
Vancouver, BC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
PIA Client Service Associate
TD
AB
- Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 1 hour ago
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Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Vancouver, BC
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 1 hour ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
B
Regional Support Manager, Estate and Trust, Private Wealth
BMO
London, ON · Ottawa, ON · Vaughan, ON · Waterloo, ON · Montreal, QC · Halifax, NS · IBMM
- Full-time
The Regional Support Manager, Estate and Trust has pan regional responsibilities and provides leadership and operational oversight to the support professionals serving the Greater Ontario…
Added 1 hour ago
BP
Branch manager - retail
Boulangerie Première Moisson
Montréal, QC
- $70,000 to $85,000 CAD / year
- Full-time
- On-site
Added 1 hour ago
SC
Department Purchasing and Contracts Advisor, Utilities
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
…compliant and aligned with corporate standards. Reporting to the Manager, Utilities Finance and Accounting, you’ll provide trusted advice and guidance to employees, identify opportunities…
Added 1 hour ago
Manager, Analytics and BI
Scotiabank
Toronto, ON
…view of customer sales and service touchpoints across digital, branch, contact centre, ABM, and other assisted channels. This work influences how Scotiabank measures, improves, and…
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1556
LendDirect
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 hour ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…

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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