Find work in Canada.

346,533 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
HM
Grower
Highline Mushrooms
Leamington, ON
- $79,374.38 to $92,603.44 CAD / year
- Full-time
…assigned site(s) with a strong focus on head filling, farm operations and hygiene. Ensures the filling, growing and hygiene teams follow agreed-upon standards as set out in the in-house…
Added 8 mins ago
Senior Data Engineer
Livingston International
Toronto, ON
…the Data & Analytics function. You'll partner closely with Operations, Supply Chain Planning, Finance, internal IT and Business Intelligence teams to turn high-volume, time-sensitive…
Added 23 mins ago
BW
Unit Clerk, Ambulatory Clinic, Menopause Midlife Health - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
…arrangements for appointment cancellations or changes in facility…
Added 23 mins ago
FP
Chief Financial Officer
Fresh Prep 🇨🇦
Canada
- Full-time
You'll own the financial function of a national, multi-province, physical-operations business with subscription economics, which means you need to be fluent in both cohort and contribution…
Added 37 mins ago
AC
Représentant De Compte
Aston Carter
Longueuil, QC
- $32 to $40 CAD / hour
- Contract
Participer à lamélioration continue des processus de service à la clientèle, de logistique et de coordination des opérations de réparation.
Added 53 mins ago
ME
Customer Service Representative Lead Hand
MCDOUGALL ENERGY INC
Strathroy, ON
- Part-time
Support and assist the Manager will all aspects of retail operations.
Added 1 hour ago
GO
Director, Workforce Development
Government of Manitoba
Winnipeg, MB
- Full-time
…person plays in delivering exceptional services, programs and support to the province. Your important contributions are recognized with a comprehensive package of benefits, including an…
Added 1 hour ago
AC
Représentant De Compte
Aston Carter
Longueuil, QC
- Full-time
Participer à lamélioration continue des processus de service à la clientèle, de logistique et de coordination des opérations de réparation.
Added 1 hour ago
FP
Chief Financial Officer
Fresh Prep Foods Inc
Vancouver, BC
- $300,000 to $380,000 CAD / year
- Full-time
You'll own the financial function of a national, multi-province, physical-operations business with subscription economics, which means you need to be fluent in both cohort and contribution…
Added 1 hour ago
SE
Customer Service Representative
Safety Express Ltd
Edmonton, AB
- $24.5 to $26 CAD / hour
- Full-time
The Customer Service Representative is responsible for selling Safety Express Ltd. products and services while providing a high level of customer service to our customers and potential…
Added 1 hour ago
FP
Chief Financial Officer
Fresh Prep 🇨🇦
Vancouver, BC
- $300,000 to $380,000 CAD / year
- Full-time
You'll own the financial function of a national, multi-province, physical-operations business with subscription economics, which means you need to be fluent in both cohort and contribution…
Added 1 hour ago
M
Regional Sales Manager - Ontario
Medfar
Toronto, ON
- Full-time
Collaborate with Marketing, Product, Onboarding, Deployment, Customer Success, and Sales Operations to support regional growth and share market insights.
Added 1 hour ago
GO
Legal Services Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
…provide legal research, analysis, and advisory services in support of departmental operations and strategic initiatives. This position plays a key role in reviewing legal documents,…
Added 1 hour ago
GO
Mileage and Insurance Coordinator
Government of Manitoba
Winnipeg, MB
- Full-time
…where you'll play a key role in supporting government fleet operations across the province. This position combines program administration, data analysis, and client service expertise to…
Added 1 hour ago
S
Lower Mainland - Coordinator, Apprenticeship Advisor (Permanent, Full-Time)
SkilledTradesBC
Richmond, BC
- Full-time
The Apprenticeship Advisors Coordinator provides operational, administrative, and systems support to SkilledTradesBC’s provincial Apprenticeship Advisors. The role coordinates team…
Added 1 hour ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
To display this page you need a browser with JavaScript support.
Added 1 hour ago
JV
Associate DVM (Part-Time Casual) - Burlington
Juno Veterinary
Burlington, ON
- Part-time
At Juno Veterinary, we are on a mission to ensure every pet and Juno team member has the support they need to thrive. Our vision? To establish a stellar standard of care for the veterinary…
Added 1 hour ago
MS
Senior Accountant
Metro Supply Chain
Mississauga, ON
- Part-time
…month‑end financial reporting and supporting day‑to‑day financial operations. As a key business partner, the Intermediate Accountant contributes to continuous process improvements, system…
Added 1 hour ago
CO
Senior Software Developer
City of Winnipeg
Winnipeg, MB
- Full-time
The City is committed to attracting and retaining a diverse skilled workforce that is representative and reflective of the community we serve. Applicants from equity groups that have been…
Added 1 hour ago
J&
Sr. Director, ERP Supply Chain & SAP Technology Platforms, Orthopedics
Johnson & Johnson MedTech
NB · Brunswick, NB
- Full-time
…including application development and delivery, and operational support for cross-functional business operations for multiple SAP instances including both finance and supply chain ERP…
Added 1 hour ago
B
Facility Manager III
BGIS
Milton, ON
- Full-time
Creates presentations for client consumption showcasing trends & providing valued insights and recommendations that support the operations of a first-class facility.
Added 2 hours ago
BW
Social Worker I, MSW, Neonatal Intensive Care Unit (NICU) and MotherBaby Care (MBC) - BC Women’s Hospital + Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Part-time
…academic environment with a philosophy of evidence-based practice, support for patient-centred research and quality improvement and opportunities for innovation and excellence in clinical…
Added 2 hours ago
TC
Regional Marketing Manager - Quebec Zone
Toyota Canada Inc.
Brossard, QC
- Full-time
Partner with field sales and after-sales representatives to identify business opportunities and develop marketing support that contributes to their objectives.
Added 2 hours ago
M
Associate Manager, Audit Operations & Reporting
Manulife
Toronto, ON
- Full-time
…reporting and for strengthening the operating processes that support timely, consistent, and insightful reporting across the Audit…
Added 2 hours ago
K
Contract Logistics Distribution Center Supervisor, Bd Albert-Hudon Montréal-Nord, QC H1G 3L1 1
Kuehne+Nagel
Montreal, QC
- Full-time
…4PL partner, the Supervisor acts as Kuehne+Nagel’s on-floor representative, ensuring operations are executed safely, efficiently, and in accordance with KPIs, SOPs, and customer…

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

Similar jobs hiring now

Search current openings

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

Report this job