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Added 7 mins ago
LC
Associate Part Time Day
Loblaw Companies Limited
Athabasca, AB
- Part-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 7 mins ago
TT
Retail Store Associate Seasonal Winners - Century Crossing
The TJX Companies, Inc.
Spruce Grove, AB
- Part-time
If you’re ready to bring your energy and passion, we’d love to hear from you! Join us and be part of a place where every day is a chance to make a difference.
Added 7 mins ago
Senior Policy Analyst
Government of Alberta
AB
Reporting to the Associate Director within the Statutory Director's Office (SDO), the Senior Policy Analyst leads the development and implementation of operational frameworks and processes…
Added 22 mins ago
HB
Snow Removal (Grounds Support) - Seasonal
Horseshoe Bay Resort
Rossland, BC
- Part-time
We understand what it takes to be part of something great. We will encourage you to bring your true self to work every day, we will celebrate you, and we will cheer you on as you shine…
Added 22 mins ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
London, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 22 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Thunder Bay, ON
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 22 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 22 mins ago
SD
Post Office Clerk, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 22 mins ago
W
(CAN) Stock Unloader Associate
Walmart
Nelson, BC
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 22 mins ago
W
(CAN) Stock Unloader Associate
Walmart
Taber, AB
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 22 mins ago
W
(CAN) OMNI Customer Fulfillment Associate - Part time
Walmart
Victoria, BC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 22 mins ago
W
(CAN) Associé, épicerie
Walmart
Rivière-du-Loup, QC
- Part-time
Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer service by…
Added 22 mins ago
LC
Associate Part Time Day Greenlight Requisition
Loblaw Companies Limited
Sudbury, ON
- Part-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 22 mins ago
LC
Associate Full Time Day Greenlight Requisition
Loblaw Companies Limited
Regina, SK
- Full-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 37 mins ago
SL
Sales Associate, Softgoods (Seasonal, Part-Time)
Sporting Life Group
Richmond Hill, ON
- Part-time
…team, adapting to the ever changing retail environment, being part of constant innovation and working alongside the best leaders, associates and vendors in the business. We are looking for…
Added 37 mins ago
UO
Donation Processing Associate
University of Alberta
Edmonton, AB
- Full-time
…Office of the Recording Secretary, the Donation Processing Associate plays an important role in supporting the University of Alberta's fundraising operations by ensuring the accurate and…
Added 37 mins ago
UO
Laboratory Technician
University of Alberta
Edmonton, AB
- Full-time
This position has a term length of 1 year plus 1 day.
Added 37 mins ago
TH
Contractor Sales Part Time - WOODTOCK
The Home Depot Canada
Woodstock, ON
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 37 mins ago
TH
Pro Account Sales Associate Part Time (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 37 mins ago
EP
Part-Time Return-It Associate
Encorp Pacific Canada
Vancouver, BC
- Part-time
Encorp is seeking a dynamic and dedicated individual to join our team as a Part-Time Return-It Associate. This is an excellent opportunity for someone who enjoys working with people, values…
Added 52 mins ago
SALES LEAD/KEY HOLDER - CALL IT SPRING - ORCHARD PARK
The Aldo Group Inc / Le Groupe Aldo Inc.
Kelowna, BC
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 1 hour ago
W
Warehouse Associate
Wesco
Colborne, ON
- Full-time
When you join Wesco, you become part of a global leader in business-to-business distribution, logistics services and supply chain management solutions. With our best-in-class product and…
Added 1 hour ago
GT
Softgoods Associate (Full-Time)
Giant Tiger
Hawkesbury, ON
- Full-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
Added 1 hour ago
GT
Softgoods Associate (Full-Time)
Giant Tiger
Hawkesbury, ON
- Full-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
Added 1 hour ago
GT
Softgoods Associate (Full-Time)
Giant Tiger
Hawkesbury, ON
- Full-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…

BMO

Client Service Associate

Toronto, ON, Canada
CLAIRE, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 11, 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 30, 2026

Original job description

Application Deadline:

11/10/2026

Address:

30 St. Clair Avenue West

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

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.

Supports one or more Investment Advisors (IAs) and IA Team and staff, and 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 meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
The range below reflects the BMO enterprise range. The expected pay range for this position is: $36,000.00- $42,400.00This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 1.5X

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.

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More about this job

Responsibilities

The role involves supporting Investment Advisors with daily administration, client service, and account management to ensure business objectives are met. Responsibilities include executing trades, managing client inquiries, coordinating marketing activities, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3-5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Strong organizational, communication, and problem-solving skills are required, along with the ability to maintain confidentiality and adhere to risk management frameworks.

Skills

Client service
Investment administration
Portfolio management
Relationship management
Trade execution
Regulatory compliance
Financial planning
Data management
Communication skills
Problem solving
Team collaboration
Marketing coordination
Account maintenance
Risk management
Mentoring

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisors
Client Service
Portfolio Rebalancing
Regulatory Compliance
Sales Administration
Trade Processing
Financial Planning
Retirement Planning
Insurance Products
Trust and Estate Services
Risk Management Framework
Client Database
Account Opening
Marketing Initiatives
Investment Management
Private Banking
Wealth Planning
Asset Monitoring
Client Retention

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