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Added 11 mins ago
R
Bilingual Senior HR Business Partner – Corporate Groups
Radio-Canada
Toronto, ON
- Full-time
Reporting to the Senior Manager, HR, you will be a key member of the People & Culture team, providing strategic Human Resources and Industrial Relations (HR/IR) consultation and operational…
Added 11 mins ago
AA
Accounts Receivable Specialist
Accounting Advantage
Brantford, ON
- $63,000 to $68,000 CAD / year
- Full-time
Perform semi-annual reviews of customer credit limits, credit limit policy and exceptions
Added 11 mins ago
OH
Bilingual Care Coordinator, Regular Full Time, Central Ottawa General, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator is responsible for managing a caseload of diverse patients who are living and/or dealing with a variety of…
Added 11 mins ago
D
Manager, Government Funding & Incentives - Temporary 12 Months - Danone Canada
Danone
Boucherville, QC
- $72,000 to $110,000 CAD / year
- Full-time
Reporting to the Senior Manager, Cash, the Manager, Government Funding & Incentives plays a key role in identifying, coordinating, and optimizing government funding opportunities for Danone…
Added 11 mins ago
R
Integrated Account Lead
Radio-Canada
Toronto, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with Hiring Manager according to the guidelines defined by the department.
Added 11 mins ago
CC
Trade Analyst
CMA CGM
Montreal, QC
- Full-time
Responsible tor the management and coordination of assigned trade lanes. In conjunction with Trade Manager, the main focus is to develop, implement and monitor pricing strategy for…
Added 11 mins ago
RL
Lead, Manufacturing Engineer
Rocket Lab
Toronto, ON
- Full-time
…Toronto, Ontario, Canada, this role reports to the engineering manager and is responsible for leading the manufacturing team to improve efficiency and yield in the production of ADCS…
Added 11 mins ago
H
HVAC Sales Manager
Hays
Vancouver, BC · Greater Vancouver, BC
- $145,000 to $170,000 CAD / year
- Full-time
As Sales Manager, you will lead the growth of the applied and industrial HVAC business across British Columbia. You will manage and develop the outside sales team, build relationships with…
Added 11 mins ago
P
Accounts Receivable Specialist (1 year contract)
PointClickCare
Mississauga, ON
- $26.44 to $29.8 CAD / hour
- Contract
Preparation of monthly account breakdowns and analysis, as required by the Manager and customers.
Added 11 mins ago
CN
Director, Governance and Controls
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Added 11 mins ago
C
Senior Cloud / AI Developer - Train Control , OT
CN
Quebec, QC
- Full-time
Estimate the overall solution costs (e.g. telecom, SandC, vendor, infrastructure, development, etc.) and share information with the Project Manager and stakeholders.
Added 13 mins ago
AR
Hospitality Manager
Atria Retirement Canada - Riverheights Terrace
Brandon, MB · MB-Brandon
- Full-time
In the role of Hospitality Manager (HM) you are responsible for ensuring a well-maintained community with excellent service to our residents. You have a complete understanding of how…
Added 13 mins ago
Lead Software Developer
Geotab
Toronto, ON · Oakville, ON · Waterloo, ON
…stakeholders on execution choices and trade-offs, and advise manager with insights and recommendations to improve the…
Added 26 mins ago
S
Sales Development Representative - Canada
SWTCH
Canada
- Full-time
Understand the target markets, including industry, public policy, regional programs, companies, projects, and which market strategies can be used to attract clients
Added 26 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Waterloo, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 26 mins ago
S
Administration & Systems - Manager Administration
Sobeys
Ancaster, ON
- Full-time
Added 26 mins ago
S
Prepared Foods - Manager Deli
Sobeys
Dartmouth, NS
- Full-time
The Deli Manager is responsible for the efficient and fiscally responsible operation of the department. The Manager will lead and manage staff to achieve the highest level of customer…
Added 26 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 26 mins ago
OH
Float Care Coordinator, Temporary Full Time, Ottawa Civic Hospital
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Ontario Health atHome and in accordance with the Ontario Health atHome Champlain standards, legislation, policies and guidelines, the Care…
Added 26 mins ago
R
Senior Manager, Compensation (People & Culture) (Hybrid/Telework)
Radio-Canada
Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 26 mins ago
NC
Junior Development Tech OR Development Technologist (PFT)(repost 1)(CUPE 43.26)
Norfolk County
ON · Simcoe, ON
- Full-time
Reports to: Project Manager, Development Engineering
Added 26 mins ago
SH
Store Manager The Pen Centre
Sunglass Hut
St. Catharines, ON
- Full-time
The Store Manager is an on-the-floor leader, not only performing all store functions, but also acting as a guide and role model for the team. Coaches, develops and inspires the team so that…
Added 26 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 27 mins ago
F&
Full Time Retail Experience Lead
Fire & Flower Inc.
Mississauga, ON
- Full-time
Communicate changes in policy, procedures, products, services, promotions, or any other alterations that affect the customer.
Added 27 mins ago
Produce - Manager Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
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…

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.

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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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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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