Find work in Canada.

344,116 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
GB
Clinical Manager
Grey Bruce Hospice Inc.
Owen Sound, ON
- Full-time
· Collaborate with physicians and community partners to coordinate services; support communication with residents, families, and substitute decision-makers regarding care preferences,…
Added 8 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 8 mins ago
WO
Modality Supervisor – X-Ray - Multiple sites
William Osler Health System
Brampton, ON
- Full-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 8 mins ago
WO
Modality Supervisor – X-Ray - Multiple sites
William Osler Health System
Brampton, ON
- Full-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 8 mins ago
MW
Dartmouth- Swing Class 3 Driver
Miller Waste Systems Inc.
Dartmouth, NS
- Full-time
…years of experience providing waste management and diversion services to municipalities, businesses, and industries across Ontario, Nova Scotia, and New…
Added 8 mins ago
EE
Commercial Services Analyst
Emera Energy
Halifax, NS
- Full-time
We are currently looking for a Commercial Services Analyst to join our Commercial Services team in a permanent position. Reporting to the Commercial Services Manager, you will be…
Added 10 mins ago
Guardian Program Coordinator
Musqueam Indian Band
Vancouver, BC
We are traditional hən̓q̓əmin̓əm̓ speaking people. Today, we are a strong, growing community of over 1,300 members. We live on a small portion of our traditional territory, known as the…
Added 10 mins ago
S
Food Services Assistant Manager
Simaril
Winnipeg, MB
- Full-time
This newly created role supports the Food Services Manager in overseeing daily food service operations across all locations. The position ensures food safety, quality, inventory control,…
Added 10 mins ago
UO
Team Lead, Administrative Services
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Faculty General Manager, the Team Lead, Administrative Services provides operational leadership for the Executive and Administrative Services function within the Dean's…
Added 10 mins ago
CM
Fund Development Manager
Canadian Mental Health Association
Toronto, ON
- Full-time
The Canadian Mental Health Association (CMHA), Ontario is committed to improving services and support for individuals living with mental illnesses and addictions issues, and to the…
Added 10 mins ago
MC
Student Engagement & Leadership Program Assistant (Regular Part Time)
Mohawk College
Hamilton, ON
- Part-time
…of reconciliation, equity, diversity, and inclusion in our…
Added 10 mins ago
BO
Case Manager (Youth Worker) – Youth Outreach Program
BGC Okanagan
Salmon Arm, BC
- Part-time
BGC Okanagan is seeking a Case Manager for our Youth Outreach Program in Salmon Arm, BC. In this role, you will support vulnerable youth as they build resilience, strengthen life skills,…
Added 26 mins ago
MU
Administrative Coordinator
McGill University
Brown Student Serv.
- Full-time
Arranges for deposit of gifts and donations (cheques) with University Advancement (UA) Gift Records Office/Financial Services.
Added 26 mins ago
-F
Independent Contract - Jim
-30- Forensic Engineering
Toronto, ON
- Contract
Represent the firm through industry conferences, seminars, professional associations, and other client and community activities
Added 26 mins ago
OC
Liquor Store Associate - PT (Vintage)
Otter Co-op
West Kelowna, BC
- $18.25 to $21.15 CAD / hour
- Part-time
…over 600 in our team, we are proud to be a locally owned and community minded member of the neighbourhoods we live, work and play in. We operate three food and pharmacy stores (including…
Added 26 mins ago
TS
Support Worker (Casual)
The Salvation Army Canada and Bermuda Territory
Victoria, BC
- Part-time
…Stewardship of The Salvation Army and under the direction of CRF Manager and Assistant CRF Manager, Community Corrections Support Worker will act as a member of the CRF team, exchanging…
Added 26 mins ago
M
Utility Cleaner - Part-Time
Marriott
Edmonton, AB
- Part-time
…employees. Report accidents, injuries, and unsafe work conditions to manager. Move, lift, carry, push, pull, and place objects weighing less than or equal to 50 pounds without assistance.…
Added 26 mins ago
PC
Residence Coordinator - Children's Services
Pacific Coast Community Resources
Kamloops, BC
- Full-time
REPORTS TO: Program Manager, Children’s Services
Added 26 mins ago
PC
Program Manager
Pacific Coast Community Resources
Kamloops, BC
- $73,000 to $90,000 CAD / year
- Full-time
As our Program Manager, you will use your expertise to make a significant contribution to the children, youth, caregivers, and communities we serve. Through a family-centred approach, you…
Added 26 mins ago
CI
Autonomy Systems Engineering Specialist / Spécialiste en ingénierie des systèmes d’autonomie
Caterpillar Inc.
Laval, QC
- Full-time
Provide technical leadership and guide solution development under the direction of the Project Solution Owner and Engineering Manager.
Added 26 mins ago
B
Personal Banker
BMO
London, ON
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 26 mins ago
I
Cleaner Part Time
ISS
London, ON
- $20 to $23 CAD / hour
- Part-time
Willingness to take directions from the Cleaning Lead, Supervisor, or Manager
Added 40 mins ago
NA
Research Laboratory Assistant - Glasgow Clinical Research Facility
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
…professions and roles. We deliver acute hospital, primary, community and mental health services to a population of over 1.15 million people, and to a wider population of 2.2 million when…
Added 40 mins ago
NS
Research Laboratory Assistant - Glasgow Clinical Research Facility
NHS Scotland
Saskatoon, SK
- Contract
…professions and roles. We deliver acute hospital, primary, community and mental health services to a population of over 1.15 million people, and to a wider population of 2.2 million when…
Added 40 mins ago
O
Manager, Strategy and Operations, OCIO
OPTrust
Toronto, ON
- Contract
…environment, but we find time to have fun and give back to the…

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