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Added 2 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Tsawwassen, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 3 mins ago
CC
Retail Shift Leader
Canna Cabana
Sudbury, ON · Cambrian Heights, Sudbury, ON
- $19 to $21 CAD / hour
- Full-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 17 mins ago
TM
Content Marketing Specialist - MRG Live & Rapseason
The MRG Group
Toronto, ON
- $62,500 to $67,500 CAD / year
- Full-time
…advanced monthly performance data (using Facebook Business Manager, Sprout Social, and native platform analytics) to discover insights, optimize content strategy, and drive ticket…
Added 17 mins ago
DD
DSW: Supervisor Part-time
DSW Designer Shoe Warehouse
Ottawa, ON
- Part-time
As a (Part-time) Supervisor, you will report to the Store Manager and assist in leading the store environment, which fosters inclusivity and diverse customer connections. In this role, you…
Added 32 mins ago
TA
Customer Service Manager (Edmonton South)
Trail Appliances AB/SK
AB · Edmonton, AB
- Full-time
As the Customer Service Manager at our Edmonton South store, you will lead the daily operations of a busy customer service department. This is a working manager role: you will spend a…
Added 33 mins ago
TM
Regional Marketing Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
…professional to join its Marketing department. Reporting to the Manager, Toyota Retail Marketing, the successful candidate will champion effective, efficient and on-brand marketing across…
Added 33 mins ago
TH
Associé(e) à la mise en marché (temps partiel)
The Home Depot
Granby, QC
- Part-time
…strategies and ensure product is displayed correctly to drive sales and maximize inventory turns. MEAs work in teams with on-site supervision, and provide service to multiple departments in…
Added 33 mins ago
TH
Merchandising Execution Team Associate: Part Time - COUNTRY HILLS
The Home Depot
Burnaby, BC
- Part-time
…strategies and ensure product is displayed correctly to drive sales and maximize inventory turns. MEAs work in teams with on-site supervision, and provide service to multiple departments in…
Added 33 mins ago
CO
Senior Manager, Sales- Discover Payment Network
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Senior Manager, Sales- Discover Payment Network
Added 47 mins ago
DE
Sr Operations Supervisor
DHL Express
Mount Hope, ON
- Full-time
DHL Express currently has an opening for a Sr Operations Supervisor in YHM GTW. This role will provide “hands-on” proactive management of the employees engaged in the daily pick-up,…
Added 47 mins ago
FH
Events Sales and Services Manager
Fairmont Hotels & Resorts
Whistler, BC
- Full-time
Working within our Event Sales & Services Team, you will be an ambassador for our exceptional offerings at Fairmont Chateau Whistler, liasing between multiple departments to exceed the…
Added 48 mins ago
S
Department Manager, Wine
Save-On-Foods
Surrey, BC · Fleetwood - Surrey BC
- Full-time
We are hiring a Department Manager, Wine at our Fleetwood Save-On-Foods location in Surrey, BC.
Added 48 mins ago
F/
Senior Relationship Manager, Agriculture Commercial Financing
FCC / FAC
Prince Albert, SK
- Full-time
As a Senior Relationship Manager, Agriculture Commercial Financing, you’ll lead a complex portfolio of agriculture customers, building trusted, long-term partnerships and delivering…
Added 1 hour ago
AC
Manager, Project Development - Mining and Metals Saskatoon
Allnorth Consultants Limited
Saskatoon, SK
- Full-time
We are seeking a Project Development Manager to join our Mining & Metals team. As a key member of the operations team, you will help strengthen Allnorth’s brand, build lasting client…
Added 1 hour 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
Contribute to the growth of a multi-million dollar business: Generate sales by leveraging your business acumen, efficiency, and problem-solving skills.
Added 1 hour ago
CC
Retail Shift Leader
Canna Cabana
Toronto, ON · Wellesley, Toronto, ON
- $19 to $21 CAD / hour
- Full-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 1 hour ago
KB
Assistant Store Manager - Sales and Services
Kent Building Supplies
Corner Brook, NL
- Full-time
The Assistant Store Manager – Sales & Service is a key leadership role at KENT, focused on delivering an exceptional customer experience and driving overall store performance within a…
Added 1 hour ago
KB
Department Manager - Freight Flow
Kent Building Supplies
Dartmouth, NS
- Full-time
…accountability, we invite you to join us as a Freight Flow Department Manager. This role offers an opportunity to lead a dedicated team and make a meaningful impact on store readiness and…
Added 1 hour ago
T
Personal Banking Associate (Full time)- Val Bélair, Quebec city
TD
Quebec, QC · Val-Bélair, QC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
AC
Assistant Sales Operations Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
The Assistant Sales Operation Manager for Amphenol Highspeed IO business unit supports the Sales Operation team in executing marketing and business strategies, driving customer…
Added 1 hour ago
EF
Business Development Manager
Everclean Facility Services
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $100,000 CAD / year
- Full-time
…beyond. As we grow, we're looking for a Business Development Manager who brings the grit, hustle, and strategic thinking to match our ambition. This is not a role for someone who waits to…
Added 1 hour ago
GD
DYNAMITE - Seasonal Sales Associate - Lime Ridge Mall
Groupe Dynamite
Hamilton, ON
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 1 hour ago
GD
DYNAMITE - Team Leader PT - Metropolis at Metrotown
Groupe Dynamite
Burnaby, BC
- Full-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 1 hour ago
AE
Manager, Sales Tools & Technology
Arc'teryx Equipment
North Vancouver, BC
- Full-time
As the Manager, Sales Tools & Technology, you will lead the evolution of the technology ecosystem that enables our global Commercial teams to deliver exceptional experiences for our…
Added 1 hour ago
GE
Little Chief Restaurant Breakfast Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Hotel Food & Beverage Manager or Shift Supervisor, the Server is responsible for adhering to all policies and procedures within the Hotel and for making each…

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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