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Added 11 mins ago
P
Product Manager, Lifecycle Management
Pebl
Remote, Canada
- $112,738 to $169,000 CAD / year
- Full-time
- Remote
At Pebl, every team member drives our success. Joining us means more than filling a role - you’re accountable for results and impact. Our values guide how we operate, execute, and…
Added 26 mins ago
SR
Sr. Counsel
SmartCentres REIT
Montreal, QC
- Full-time
Toute autre tâche, analyse ou service connexe de nature juridique qui pourrait être requis de la haute direction de temps à autre
Added 26 mins ago
CO
City Clerk
City of North Bay
North Bay, ON
- Full-time
…City Clerk. Reporting to the City Solicitor and serving as a member of the Senior Management Team, the City Clerk is a senior municipal leader responsible for supporting Council’s…
Added 26 mins ago
FN
Primary Care Registered Nurse- Oyster Bay
First Nations Health Authority
Ladysmith, BC
- Full-time
…have a primary administration location and up to six different service site clinics for the Snuneymuxw office Homalco, Klahoose, Qualicum, Stz'uminus, and Snaw-naw-as . You’ll get to…
Added 26 mins ago
S
Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
Scotiabank
Winkler, MB
- Full-time
Our Customer Experience Associates Are People-centric And Connect With Customers In a Relatable Way. As An Essential Member Of The Canadian Banking Branch Network, The Focus Is To Provide…
Added 26 mins ago
C&
Accident Benefits Adjuster (Contract)
Crawford & Company
Toronto, ON
- Full-time
As a member of the WorkForce Advantage team, you will join our talent roster and may be matched with client contracts based on your availability, experience, and fit. You will remain an…
Added 26 mins ago
WA
Director of Engineering - Hilton Toronto
Waldorf Astoria Kuwait
Toronto, ON
- Full-time
At Hilton, our core values define what it takes to succeed here and guide the qualities we look for in every team member:
Added 41 mins ago
SH
Speech-Language Pathologist - Repost
Southern Health-Santé Sud
Portage la Prairie, MB
- Full-time
The Speech-Language Pathologist operates with a high degree of independence as a member of a multidisciplinary regional rehabilitation team. The incumbent participates in the planning,…
Added 56 mins ago
DE
CREDITs Processing Analyst - 18 Month Contract
DHL Express
Brampton, ON
- Full-time
DHL Express is committed to maintaining an environment that empowers every team member to make the greatest possible impact on our business. Our corporate culture is about personal…
Added 56 mins ago
S
Clerk MDS Production (Grid B) -Reg. PTU
Sobeys
Vancouver, BC
- Part-time
…British Columbia to Thunder Bay, Ontario. We are the newest member of Sobeys Inc.’s retail food offering which serves the needs of Canadians with more than 1,600 stores in over 930…
Added 56 mins ago
DE
Operations Supervisor Exports
DHL Express
Ottawa, ON
- Full-time
DHL Express is committed to maintaining an environment that empowers every team member to make the greatest possible impact on our business. Our corporate culture is about personal…
Added 56 mins ago
C
Financial Services Representative II
CIBC
Port Mcneill, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 56 mins ago
Member Services Representative - Sunshine Hills Branch
Coast Capital Savings
Surrey, Brit
To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.
Added 56 mins ago
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
Kelowna, BC
Are you ready to lead a team of all-stars? We’re looking for an outstanding leader to fulfill a diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll…
Added 56 mins ago
Member Services Representative - Broadmead Branch
Coast Capital Savings
Victoria, BC
To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.
Added 1 hour ago
A
Electrical EIT
Actalent
Calgary, AB
- $25 to $28 CAD / hour
- Contract
The role is based in a small downtown office with approximately four full-time team members and one part-time member. The office environment is characterized by autonomy and a supportive…
Added 1 hour ago
GA
Client Advisor (FT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a…
Added 1 hour ago
DC
General Counsel and Corporate Secretary
Defence Construction Canada
Ottawa, ON
- Full-time
Serve as DCC's senior liaison with external legal counsel, auditors, regulators and other professional service providers.
Added 1 hour ago
OV
Premium Bartender | Part-Time | Spruce Meadows
Oak View Group
Calgary, AB
- $15 CAD / hour
- Part-time
…the sports and live entertainment industry, we need a diverse team to help us do it. We also believe that inclusivity drives innovation, strengthens our people, improves our service, and…
Added 1 hour ago
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Client Advisor (PT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a…
Added 1 hour ago
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Sales Supervisor (FT), AX Metrotown
Giorgio Armani
Burnaby, BC
- Part-time
…lead through ambiguity and change and results oriented. As a member of the management team, you will also be responsible for driving sales personally and through the…
Added 1 hour ago
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Client Advisor (FT), AX Square One
Giorgio Armani
Mississauga, ON
- Part-time
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a…
Added 1 hour ago
FT - Outreach Worker (Victoria St. Phase 2)
Connective
Prince George, BC
Connective is part of a portability program where employees moving from a CSSEA-member employer to Connective will port their service hours for vacation and wage purposes (within last 12…
Added 1 hour ago
FT - Residence Support Worker (Vancouver Apartments)
Connective
Vancouver, BC
Participates as a member of the Connective staff team
Added 1 hour ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Victoria, BC
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…

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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