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Added 16 mins ago
W
(CAN) Cashier
Walmart
Penticton, BC
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 16 mins ago
SC
Payroll Administrator
Savaria Corporation
Brampton, ON
- $65,000 to $85,000 CAD / year
Multi-state/province and multiple payroll account processing.
Added 32 mins ago
PC
Strategic Segment & Customer Marketing Manager
Phoenix Contact Ltd
Milton, ON
- Full-time
The Strategic Segment & Customer Marketing Manager is a strategic, customer-focused marketing leader responsible for developing and executing market-driven growth strategies across Phoenix…
Added 46 mins ago
RF
Sales Manager
Rosenberg Fans Canada Ltd.
Mississauga, ON
- Full-time
The Sales Manager is responsible for planning and managing territory activities to achieve sales and market share growth.
Added 46 mins ago
WC
(CAN) Cashier
Walmart Canada
Penticton, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
B
Senior Interior Designer
BGIS
Toronto, ON
- Full-time
Works closely with project manager, design coordinators, and project teams on conceptual designs, presentations, design development, and production.
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 hours ago
GR
Account manager - sales
G&J Resources Inc
Markham, ON
- Full-time
Added 3 hours ago
RI
PROJECT MANAGER
RJ Industrial Recycling
Caledon, ON · Mono Road, ON
- Full-time
Our organization is seeking a Project Manager. The ideal candidate will be skilled in project setup and oversight, budget management, documentation/reporting, safety practices and basic…
Added 3 hours ago
IW
Manager Compliance Tier 1
IG Wealth Management
Quebec, QC
- Full-time
We are currently looking for a Manager, Compliance, to join our Compliance department located across Canada. The mandate of the Compliance Department is to ensure compliance with relevant…
Added 3 hours ago
MG
Pharmacy Technician
Michael Garron Hospital
Toronto, ON
- Full-time
Carry out other cross functional duties as assigned by pharmacy manager or designate
Added 3 hours ago
LI
Account manager
Leena's Inc
Calgary, AB
- From $40.68 CAD / hour
- Full-time
- On-site
Added 3 hours ago
RF
Sales Manager
Rosenberg Fans Canada Ltd.
Mississauga, ON
- Full-time
The Sales Manager is responsible for planning and managing territory activities to achieve sales and market share growth.
Added 4 hours ago
T
CXF Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
As the CXF Manager, you will be responsible for enabling the successful deployment, adoption, and optimization of CRM and related customer engagement platforms within the LOC. You will lead…
Added 4 hours ago
W
(CAN) Asset Protection Associate
Walmart
Edmonton, AB
- Part-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 4 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Duncan, BC
- Part-time
7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 4 hours ago
WL
Inside Sales Expert - West
Weidmuller Ltd
Calgary, AB
- $60,000 to $70,000 CAD / year
- Full-time
…and transitioning accounts to the appropriate Territory Sales Manager when strategic growth thresholds are…
Added 4 hours ago
DC
Senior Manager, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
As a Senior Manager, Client Services, you will take ownership of key enterprise relationships and help shape how client service is delivered. You’ll be the single point of accountability…
Added 4 hours ago
EI
Territory Sales Manager - Automotive
EBlock Inc.
Edmonton, AB
- $60,000 to $72,000 CAD / year
- Full-time
The Territory Sales Manager represents the company and manages relationships with customers. This role is focused on achieving targets and maintaining current relationships with dealerships…
Added 4 hours ago
EI
Inside Sales Representative - Automotive
EBlock Inc.
NB · NS · PE
- Full-time
Work closely with your Territory Sales Manager, and others in your territory, to quickly and efficiently work IF bids post sale day.
Added 4 hours ago
EI
Territory Sales Manager - Automotive
EBlock Inc.
Calgary, AB
- $60,000 to $72,000 CAD / year
- Full-time
Every vehicle that changes hands on EBlock started with a relationship - and as Territory Sales Manager, those relationships start with you. You'll be out with dealership decision-makers…
Added 4 hours ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
Empire Life is looking to hire a Group Marketing Manager to join our Marketing team! We are actively seeking candidates to fill a current, open position.
Added 4 hours ago
BT
IT Support Administrator
Beanfield Technologies Inc.
Toronto, ON
- $70,000 to $90,000 CAD / year
- Full-time
Reporting directly to the Manager of End User Services, this individual will act as the functional owner of application support processes, coordinating with vendors, managing license…
Added 4 hours ago
BT
Service Designer, Core Networks
Beanfield Technologies Inc.
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Reporting to the Manager, Core Network Design - The Service Designer will be responsible for delivery of projects which require OSP/ISP network design to bring new residential and…
Added 4 hours ago
Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
Work closely with the Project Leads and Project Manager to create work plan, project schedule, and WIP and PMR updates in MS projects and Excel.

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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