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Added 9 mins ago
WS
Senior Finance Analyst, Operations Finance & Analytics
Wolf Steel Ltd
Barrie, ON
- Full-time
…Operations, Supply Chain, Sales, HR, IT, and Finance to explain business performance, identify risks and opportunities, and support informed operating and investment decisions. Owns…
Added 9 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
This role sits at the heart of the business, providing forward-looking insights, challenging assumptions, and driving performance across the business. You will play a critical role in…
Added 9 mins ago
HT
Financial Manager (CSM)
Husky Technologies
Bolton, ON
- Full-time
Evaluate financial performance of new service products, metrics to drive critical business behavior as well as structures, systems and processes that lead to ease of analysis and reporting
Added 9 mins ago
CF
Cost Accounting Manager
Cavendish Farms
Lethbridge, AB
- Full-time
The Cost Accounting Manager will oversee all technical aspects of the plant’s accounting resources, analysis and reporting of plant costing information. Accounts for and communicates…
Added 9 mins ago
CW
General Manager Manufacturing Division
Centra Windows & Install Pros
Calgary, AB
- $200,000 to $250,000 CAD / year
- Full-time
As General Manager, Manufacturing Division, you will lead our manufacturing operations across British Columbia and Alberta with full accountability for performance, quality, profitability,…
Added 9 mins ago
BI
Corporate Controller
Belkorp Industries
Vancouver, BC
- Full-time
Partner closely with the CFO, Tax Manager, and Accounting Team to ensure accurate and timely financial reporting
Added 9 mins ago
GO
Manager of Operations and Administrative Services
Government of Manitoba
Winnipeg, MB
- Full-time
…sectors. Reporting to the Director, Community Grants Branch, the Manager of Operations and Administrative Services provides leadership for divisional administrative, financial, operational,…
Added 9 mins ago
LC
Financial Planner - Watford & Arkona
Libro Credit Union
Warwick, ON · Watford, ON
- Full-time
Work with local Branch Manager and assigned wealth support to create an ongoing business plan identifying activities and setting goals to achieve individual performance expectations and…
Added 9 mins ago
CW
General Manager, Home Services & Expansion
Centra Windows & Install Pros
Regina, SK
- $170,000 to $205,000 CAD / year
- Full-time
Reporting to the Senior Vice President, you will lead the development of Centra’s Prairie business across sales, installation, operations, people, customer experience, and financial…
Added 9 mins ago
CW
General Manager, Home Services & Expansion
Centra Windows & Install Pros
Saskatoon, SK
- $170,000 to $205,000 CAD / year
- Full-time
Reporting to the Senior Vice President, you will lead the development of Centra’s Prairie business across sales, installation, operations, people, customer experience, and financial…
Added 9 mins ago
CW
General Manager, Home Services & Expansion
Centra Windows & Install Pros
Winnipeg, MB
- $170,000 to $205,000 CAD / year
- Full-time
Reporting to the Senior Vice President, you will lead the development of Centra’s Prairie business across sales, installation, operations, people, customer experience, and financial…
Added 9 mins ago
QP
Senior Manager, Portfolio Reporting – Real Estate Debt
QuadReal Property Group
Vancouver, BC
- Full-time
Finance Skills – Good working knowledge of financial analysis, business concepts and performance metrics. Experience with cashflow forecasting;
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 9 mins ago
T
Customer Experience Associate
TD
Elora, ON
- Part-time
…help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring…
Added 9 mins ago
T
Senior Relationship Manager
TD
Vancouver, BC
- Full-time
The Senior Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is…
Added 24 mins ago
DC
Senior Project Manager
Dillon Consulting Limited
Winnipeg, MB
- Full-time
Dillon Consulting Limited is seeking a highly motivated Senior Project Manager to join our Practices team. This role is central to our mission of continually improving project performance…
Added 24 mins ago
C
Field & Infusion Nurse (RN - Casual Hours)
Cencora
Summerside, PE
- Part-time
Participate regularly in team web-based meetings/training sessions with the Business Area Manager, RNE and Nurse Champion to maintain and enhance professional practice standards.
Added 24 mins ago
SG
Clinical Resource Manager
S&R Group of Companies
London, ON
- $65,000 to $77,000 CAD / year
- Full-time
…services at the Home through managing human resources programs and financial programs. It involves: managing the costs associated with nursing care and staffing; examining and supporting…
Added 39 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 39 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 39 mins ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
Our client is an established financial services organization providing a range of consumer financial products and services, including lending, money transfers, and payment solutions. With a…
Added 39 mins ago
SM
Business Manager Operations Engineering Services
St. Michael's Hospital
Toronto, ON
- Full-time
Reporting to Senior Director of Engineering & Plant Services, the Business Manager – Operation will be responsible for overseeing daily operations and ensuring the efficiency of business…
Added 39 mins ago
UO
Manager, Operations and Impact, Cumming School of Medicine
University of Calgary
Calgary, AB
- Full-time
The Cumming School of Medicine invites applications for a Manager, Operations and Impact. This Full-time Fixed Term position is for approximately 6 months (based on length of grant…
Added 39 mins ago
TT
General Sales Manager - Ottawa
Trane Technologies
Ottawa, ON
- Full-time
Trane is looking for a dynamic and compassionate General Sales Manager for our Ottawa, ON office, committed to delivering business results and continually fostering employee engagement. You…
Added 39 mins ago
SG
Senior Manager, Investment Distribution Management - JFL Equity Research
Scotia Global Asset Management
Montreal, QC
- Full-time
The Senior Manager, Investment Distribution Management, is responsible for designing and executing strategies that support the distribution of equity mandates managed by Jarislowsky…

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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