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Added 12 mins ago
KF
Branch Ambassador - Lindsay & Little Britain
Kawartha Financial Services
Kawartha Lakes, ON · Lindsay, ON
- Part-time
Direct members to an Advisor who can offer needs-based advice that will enhance their financial well-being
Added 24 mins ago
C
Director, Chapter Lead, Mass Affluent
CIBC
Toronto, ON
- Full-time
Business and technical translation - Connect technical possibilities to business strategy, client needs, advisor realities, and risk considerations to guide sound, practical decisions.
Added 24 mins ago
PC
Project Manager - Building Science
Pinchin Canada
Victoria, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 24 mins ago
P
Sr Advisor, Workforce Development
PTAG
Markham, ON
- Contract
Senior Advisor – Workforce Development Practice | Markham, ON | Hybrid – ID#7257
Added 57 mins ago
SD
Beauty Advisor, Contractor Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
…program, flexible and varied schedules, competitive pay and online learning through…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Foster a culture that embraces innovation, curiosity, learning, and operational excellence.
Added 1 hour ago
FT
Service Advisor - Burnaby
Fountain Tire
Burnaby, BC
- Other
Fountain Tire Burnaby (5850 Kingsway), an established automotive repair shop, is looking for a friendly and dedicated individual to join our team as a Service Advisor!
Added 1 hour ago
B
UAT Manager
BMO
Toronto, ON · YNG
- Full-time
Performs required business testing on technical solutions to ensure that new product, process, learning program or other technical changes introduced to customers and/or employees meet…
Added 1 hour ago
Training Advisor – Procurement and Logistics
Pomerleau
Montreal, QC · Levis, QC · Saint-Georges, QC
Reporting to the Director, Logistics – Administrative Services, the Training Advisor is responsible for all activities related to user training and competency development. This individual…
Added 1 hour ago
RB
Damage Insurance Agent (Bilingual)
Royal Bank of Canada
Montreal, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 1 hour ago
P
Account Manager (Insurance Advisor)
PROLINK
Toronto, ON
- Full-time
Account Manager (Insurance Advisor), Commercial Programs
Added 1 hour ago
UO
Pension & Benefits Advisor
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Manager, Benefits and Employment Services, the Pension and Benefits Advisor is primarily responsible for providing timely and critical support and advice to faculty and…
Added 1 hour ago
NC
Manager, Shift Scheduling
NAV CANADA
Winnipeg, MB · Toronto, ON
- Full-time
Act as a subject matter expert and advisor on all scheduling-related matters on a national basis, including the scheduling system, contractual obligations impacting scheduling,…
Added 1 hour ago
D
Offensive and defensive security advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a defensive security advisor, you help identify, analyze, eradicate and mitigate threats to Desjardins's systems, networks and applications. You analyze security incidents and determine…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 1 hour ago
D
Advisor, Operational efficiency
Desjardins
Levis, QC · Montreal, QC · Trois-Rivières, QC
- Full-time
As an operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational efficiency.…
Added 1 hour ago
D
Senior Advisor, Risk management
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior risk management advisor, you assist with analysis, research and development to recommend risk management and supervision strategies and priorities. You lead and influence…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Sherbrooke, QC · Caisse Desjardins du Nord de Sherbrooke
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Advisor, Risk management
Desjardins
Montreal, QC
- Full-time
As a risk management advisor, you assist with risk management and supervision analysis, research and development. You advise and assist clients and partners as part of intervention and…
Added 1 hour ago
D
Senior Advisor, Risk management
Desjardins
Montreal, QC
- Full-time
As a senior risk management advisor, you assist with analysis, research and development to recommend risk management and supervision strategies and priorities. You lead and influence…
Added 1 hour ago
B
BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 1 hour ago
Director, Systems & Data Transformation
Munich Re
Toronto, ON
…ownership, collaboration, inclusion, innovation, and continuous…
Added 1 hour ago
Financial Advisor - Danforth & Woodbine Branch
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 2 hours ago
PI
Insurance advisor
PROLINK INSURANCE INC.
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
- Hybrid

BMO

Client Service Associate

Toronto, ON, Canada
CLAIRE, Canada

$38,000.00 - $72,000.00 · Full-time

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Job details

Pay: $38,000.00 - $72,000.00
Job type: Full-time
Apply by: 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

Original job description

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.

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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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