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Added 16 mins ago
S
gérant (e) de magasin, Dollard-des Ormeaux et environs, QC
Starbucks
Dollard-Des Ormeaux, QC · Pointe-Claire, QC
- $61,000 to $80,875 CAD / year
At a minimum, a high school diploma or a general education assessment (GED)
Added 16 mins ago
A
Server, Full-Time (Parental Leave Contract | October 2026 - June 2027)
AccorHotel
Vancouver, BC
- Full-time
Reporting to the General Manager, ARC Restaurant & Bar, responsibilities and essential job functions include but are not limited to the following:
Added 16 mins ago
CC
Retail Shift Leader
Canna Cabana
Toronto, ON · Wellesley, Toronto, ON
- $19 to $21 CAD / hour
- Full-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 30 mins ago
SH
Staff Respiratory Therapist - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager (or designate), the incumbent provides therapeutic, diagnostic, technical and teaching respiratory therapy services, including Pulmonary…
Added 30 mins ago
FC
Accounting Specialist (2 positions)
Fanshawe College
London, ON
- Full-time
Under the direction of the Manager, Finance Operations, the incumbent serves as a technical accounting resource responsible for payment settlement, accounts payable and receivable…
Added 30 mins ago
SH
Staff Respiratory Therapist - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager (or designate), the incumbent provides therapeutic, diagnostic, technical and teaching respiratory therapy services, including Pulmonary…
Added 30 mins ago
SH
Staff Respiratory Therapist - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager (or designate), the incumbent provides therapeutic, diagnostic, technical and teaching respiratory therapy services, including Pulmonary…
Added 30 mins ago
WR
Licensed Practical Nurse (LPN) - MP - 3rd Floor
Winnipeg Regional Health Authority (WRHA)
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Licensed Practical Nurse (LPN) is responsible for providing professional practical nursing services to designated…
Added 30 mins ago
SH
Staff Respiratory Therapist - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager (or designate), the incumbent provides therapeutic, diagnostic, technical and teaching respiratory therapy services, including Pulmonary…
Added 30 mins ago
JC
Account Supervisor
JAM CRM
Toronto, ON
- Full-time
Coordination and execution of general/miscellaneous requests in the daily running of the account
Added 30 mins ago
PA
Bilingual Flight Attendant - Toronto Base (YTO)
Porter Airlines Inc.
Toronto, ON
- Full-time
Reporting to the Director or Manager, In-Flight Services, this position is responsible for ensuring the safety and well-being of Porter passengers while consistently delivering our brand…
Added 30 mins ago
CB
Senior Manager, Product Commercialization
Cannara Biotech Inc.
Montreal, QC
- Full-time
Added 30 mins ago
CT
Parts Manager - Truck & Heavy Equipment
Custom Truck One Source
Ayr, ON
- $75,000 to $85,000 USD / year
- Full-time
Custom Truck One Source has an opening for a Parts Manager with a mechanical background in aerial, equipment and heavy & light duty trucks. The position will be responsible for running a…
Added 30 mins ago
TS
Director, Commercial Property Management
TalentSphere Staffing Solutions
Calgary, AB
- Full-time
Cross-Functional Collaboration: Work closely with leasing, asset management, accounting, general management, and operations and maintenance leadership to coordinate priorities, address…
Added 30 mins ago
PA
Bilingual Flight Attendant - Ottawa Base (YOW)
Porter Airlines Inc.
Ottawa, ON
- Full-time
Reporting to the Manager, In-Flight Services, this position is responsible for ensuring the safety and well-being of Porter passengers while consistently delivering our brand promise of…
Added 30 mins ago
Front End Service Clerk (Quarry Park)
Calgary Co-operative Association Limited
Calgary, AB
…reports directly to the Customer Service Supervisor/Front End Manager, and the main responsibilities…
Added 30 mins ago
Produce - Manager Produce
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Barrie, ON
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 30 mins ago
Accounts Payable Clerk (18 Month Fixed-Term)
West Coast Reduction Ltd.
Vancouver, BC
Help with general office administrative duties (filing, corporate mailouts, organizing, front desk reception coverage, etc.) for various departments
Added 30 mins ago
BI
Construction Manager
Build It
Mississauga, ON
- Full-time
BUILD IT is a full-service general construction company with offices in Mississauga, ON and Calgary, AB.
Added 46 mins ago
Study Manager
Primero Group
Quebec, QC
…remote work and in-person meetings with clients. The Study Manager reports directly to the General Manager –…
Added 46 mins ago
Senior Project Engineer
Primero Group
Quebec, QC
…commissioning. This role reports directly to the Engineering…
Added 46 mins ago
EB
Senior Executive Assistant
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Reporting to the Manager, Executive Office & Board Liaison, you will act as an extension of both the executive and the Executive Office, exercising sound judgment, discretion, and…
Added 59 mins ago
FC
CEO/General Manager
Federated Co-operatives Limited
Estevan, SK
- Full-time
Southern Plains Co-op invites applications for the position of Chief Executive Officer/General Manager (CEO/GM) to lead their passionate team.
Added 59 mins ago
OH
Bilingual Care Coordinator, Temporary Full-Time, Congregate Care Team East, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator acts as a single point of contact to improve collaboration and communication in congregate settings,…
Added 59 mins ago
SC
Front End - Clerk All Purpose
Safeway Canada
Vancouver, BC
- Full-time
Any other duties as assigned by the Store Manager

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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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

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