Find work in Canada.

347,202 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
…passion of our people 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…
Added 8 mins ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
Can work independently and show initiative to drive change in a dynamic and fast-paced environment
Added 8 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…passion of our people 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…
Added 8 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 8 mins ago
NB
Salesforce Application Architect
National Bank of Canada
Montreal, QC
- Full-time
In the commercial CRM sector, you are part of a team of 12 colleagues reporting to the Senior Manager – commercial CRM it Delivery. Our team stands out for the quality of its deliverables,…
Added 24 mins ago
C
Engineering Manager, Product
Clarity
Remote, Canada
- $165,000 to $275,000 CAD / year
- Full-time
- Remote
As an Engineering Manager, Product at Clarity, you will directly manage two product engineering teams, including the Engineering Leads and IC engineers on each. Each team runs as a triad of…
Added 39 mins ago
UO
Manager, Organizational Change Management
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Director, Enterprise Change Management, the Manager, Organizational Change Management is a strategic leader responsible for orchestrating the delivery of professional,…
Added 39 mins ago
T
Tooling SME, Product Delivery & Transformation
TD
Toronto, ON
- Full-time
We are innovators and leaders in the change management space. Our legendary customer & colleague experience continues to guide us as we deliver enhanced technologies, processes, and…
Added 54 mins ago
TE
Project Manager
TC Energy
Calgary, AB · Winnipeg, MB · Bolton, ON
- Full-time
As a Project Manager you will be a key contributor to the management of facilities regulated programs to achieve reliable operation and continuous improvement of all assets located within…
Added 54 mins ago
M
Primary Care Paramedic
Medavie
Red Deer, AB · AB Red Deer
- Full-time
Refer all media requests to the General Manager of MHS - West
Added 54 mins ago
C
Part Time VIP Cook - Seasonal - Cineplex Cinemas University District & VIP
Cineplex
Calgary, AB · CPX University Disct VIP
- Part-time
As a VIP Kitchen Staff Member you support the Back-of-House Manager in leading the food service experience in your location. Our Kitchen Staff Members are passionate about food and…
Added 54 mins ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 1 hour ago
TT
Senior Project Controller
Tetra Tech
Mississauga, ON
- Full-time
…engineering and consulting are committed to driving positive change in communities around the world. For over 50 years, we have been at the forefront of innovation and sustainability. Today…
Added 1 hour ago
B
Unity GDK Developer III/Développeur ou développeuse Unity GDK III
Bluberi
Drummondville, QC
- Full-time
Tracks and executes fixes, change requests and tasks according to the workflow.
Added 1 hour ago
B
PMO Project Manager II/Chef de projet PMO II
Bluberi
Montreal, QC
- Full-time
Reporting to the Project Delivery Manager, Project Management Office (PMO), the PMO Project Manager II will be assigned to product delivery initiatives, special projects, process…
Added 1 hour ago
B
Sr. PMO Project Manager/Chef de projet senior, PMO
Bluberi
Drummondville, QC
- Full-time
Reporting to the Project Delivery Manager, Project Management Office (PMO), the Sr. PMO Project Manager will be assigned to product delivery initiatives, special projects, process…
Added 1 hour ago
SV
Assistant Food Services Manager - Temporary -LONG TERM CARE
Schlegel Villages
Windsor, ON
- Full-time
The Village at St. Clair has an exciting opportunity for an Assistant Food Service Manager to join their team.
Added 1 hour ago
GP
Senior Engineering Program Manager
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
The Senior Engineering Program Manager leads cross-functional delivery of product development initiatives, including new product introductions, cost reduction, technology integration, and…
Added 1 hour ago
HR
Student Nurse Extern - Floor 12
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
…digital hospital, we remain unwavering in our belief that we can change the hospital where we work, the community where we live, and the world of healthcare beyond our borders. Serving a…
Added 1 hour ago
PC
Staff Accountant (Bilingual) - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
We believe change is a good thing. Whether it’s exploring new markets or refreshing our strategies, our passion for innovation opens the door to exciting opportunities that strengthen our…
Added 1 hour ago
WI
Actuarial Intern
Wawanesa Insurance
Winnipeg, MB
- Other
…each year in support of people on the front lines of climate change. Learn more at…
Added 1 hour ago
Equipment Service Support - Harvesting Heads
Tigercat | MacDonald Steel
Kamloops, BC · Prince George, BC · Williams Lake, BC · BC
Must be adaptable to a changing work environment and able to deal with frequent change, delays, or unexpected events
Added 1 hour ago
OG
Cost Controller
OCL Group Inc.
Red Deer, AB
- Full-time
…project reporting. You will serve as a key partner to the Project Manager, providing the data-driven insights necessary to maintain budget integrity throughout the project…
Added 1 hour ago
B
ServiceNow Developer
BMO
Toronto, ON · YNG
- Full-time
Added 1 hour ago
B
Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
…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…

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

Added 39 mins ago
Customer Experience Associate - (Mandarin and/or Cantonese)
TD · Markham, ON, Canada · Thornhill, ON, Canada · Toronto, ON, Canada
Added 1 hour ago
Associate Technical Account Manager
Yardi · Toronto, ON, Canada
$69,600 to $73,100 CAD / year
Added 1 hour ago
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers · Toronto, ON, Canada
Added 2 hours ago
Part Time Operations Associate
HDI Global SE Canada Branch · Toronto, ON, Canada
From $22 CAD / hour

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