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Added 7 mins ago
TO
Fleet Administrator
Transdev Ontario Manitoba
Kitchener, ON
- Full-time
Join our dynamic team at Voyago, Transdev Ontario, where we pride ourselves on fostering a positive and exciting workplace culture! We're looking for a Fleet Administrator at our Kitchener,…
Added 7 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 7 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 7 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 7 mins ago
TP
Manager, Communications
The Princess Margaret Cancer Foundation
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
The Manager, Communications is a senior member of The Princess Margaret Cancer Foundation’s Communications team, responsible for leading key areas of the Foundation’s communications…
Added 7 mins ago
IC
Human Resources Business Partner- EN
IAMGOLD Corporation
Gogama, ON
- Full-time
…role is located at the Cote Gold Mine Site reporting to the HR Manager on a 7 on, 7 off rotational…
Added 7 mins ago
CO
2026-73 Aquatics Lifeguard-Instructor I (PPT-25)
City of Dawson Creek
Dawson Creek, BC
- Full-time
Under the general supervision of the Aquatics Manager, or designate, a lifeguard/instructor I performs lifeguarding functions and provides instruction in some aquatic programs and skills at…
Added 7 mins ago
SC
Digital Print Expert - Weekend only - Two 8 hour shifts
Staples Canada
Dartmouth, NS
- $18.2 USD / hour
- Part-time
Promotes and maintains a safe working environment and follows all company protocols for safety and is required to report any unsafe working conditions to a manager.
Added 7 mins ago
SF
Administrative and Payroll Assistant
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
- Contract
SGGG-FSI supports a workplace that respects inclusion, diversity, equity and accessibility (IDEA). We appreciate the unique perspectives and experiences each of our employees bring to the…
Added 7 mins ago
CN
Director, Governance and Controls
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Added 7 mins ago
M
Program Manager – Tool & Die Manufacturing
MicroAgility
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
We are seeking an experienced Program Manager with a strong background in tool and die manufacturing to manage automotive tooling programs from initial quotation through final delivery and…
Added 8 mins ago
Applications Engineering Manager, Nuclear
ATS Automation
Cambridge, ON
The Manager, Nuclear Applications Engineering provides strategic and operational leadership for the Nuclear Applications Engineering function. The role is responsible for the quality,…
Added 8 mins ago
AL
Residential Property Manager
Avenue Living Residential
AB · Edmonton, AB
- Full-time
Certified property manager or accredited residential/commercial manager preferred.
Added 8 mins ago
BP
Kitchen Manager
Boston Pizza
Calgary, AB
- Full-time
…foodstuffs according to BP policies and practices. The Kitchen Manager is responsible for ensuring that our most important people, our Guests and team members, have an excellent Boston…
Added 8 mins ago
A
Account Manager, Emerging Growth
Absorb
Remote, Canada
- Full-time
- Remote
…organizations and 34 million users, Absorb is redefining the future of workplace learning through cutting-edge AI, seamless integrations, and an unwavering commitment to innovation. We…
Added 8 mins ago
S
gérant (e) de magasin, Saint-Charles-Borromée, QC
Starbucks
Berthierville, QC · Saint-Charles-Borromée, QC
- $57,300 to $76,050 CAD / year
We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and…
Added 8 mins ago
S
assistant store manager, Toronto, ON
Starbucks
Toronto, ON
- $56,000 to $66,500 CAD / year
We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and…
Added 8 mins ago
S
assistant store manager, Granby / Bromont, QC
Starbucks
Saint-Alphonse-de-Granby, QC · Bromont, QC · Granby, QC
- $52,600 to $63,050 CAD / year
We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and…
Added 8 mins ago
ML
Executive Hospitality Services Manager
MAPLE LEAF LOUNGE
Toronto, ON
- Full-time
Now, if you were to come on board as one of our Executive Hospitality Services Manager, we'd ask you to do the following for us:
Added 8 mins ago
HR
Supply Chain Cooridnator
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Reporting Relationship: Manager, Operating RoomLocation: Humber River Hospital – Wilson SiteHours of work: Must be available for all rotating shifts including weekendsUnion: Non-UnionHiring…
Added 8 mins ago
HR
Registered Nurse, Operating Room
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Location: Humber River Health, Wilson SiteLabour Group: ONAReporting Relationship: Manager, Operating RoomHourly Rate: $41.15-$58.98
Added 8 mins ago
TC
Senior Advisor, Operational Risk and Resiliency - Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
Express Scripts Canada is a leading health benefits manager and has been recognized as one of the most innovative. Our clients include Canada's leading insurers, third party administrators…
Added 21 mins ago
AC
Production Supervisor | Manufacturing
Albarrie Canada Limited
Barrie, ON
- Full-time
Under the direction of the Manufacturing Manager, the Production Supervisor is responsible for overseeing daily production operations, coordinating workflows, and providing leadership and…
Added 21 mins ago
TP
Executive Assistant Office Manager
TDS Personnel
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Our client requires an EA Office Manager to join their team. A leading boutique real estate development company, they have a diverse portfolio spanning early-stage development/entitlement,…
Added 21 mins ago
TA
Practice Manager, TELUS Cattle Professional Services - Southern Alberta
TELUS Agriculture & Consumer Goods
Lethbridge, AB
- Full-time
As our clinics continue to grow and evolve, this Practice Manager role will unify operations and create seamless coordination across the Brooks, Taber and Lethbridge locations. You'll be…

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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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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