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Added 4 mins ago
KS
Temporary Sales Associate
kate spade new york
Toronto, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 4 mins ago
EI
Technical Lead, Sustaining (CDU)
Ecolab Inc.
Calgary, AB
- Full-time
Join CoolIT, an Ecolab Company, a global leader in Direct Liquid Cooling technology for data centers, supercomputers, and high-performance computing environments.
Added 20 mins ago
GD
Design Engineering C4 Systems Associate Specialist
General Dynamics Land Systems–Canada
London, ON
- Contract
Collect supporting data for the development of power budgets, Signal Interface Data (SIDs), subsystem architecture, and subsystem functional diagrams. Collect artifacts for assigned…
Added 49 mins ago
Quality Production Associate - Machining (Afternoons)
INNIO
Welland, ON
Navigate internal electronic systems, databases, and programs to compile, report, and analyze factual data needed for decision-making and problem-solving.
Added 1 hour ago
AC
Accounts Payable Coordinator
Aston Carter
AB · Edmonton, Alberta
- $20 to $23 CAD / hour
- Contract
Associate's degree or post-secondary education in Accounting, Finance, Business, or a related field.
Added 1 hour ago
C
Java Azure Developer (Supply Chain Applications)
Cognizant
Mississauga, ON
- $57,600 to $105,000 CAD / year
- Full-time
Support event-driven and data integration solutions leveraging Azure Event Grid and Azure Data Factory.
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Jean-sur-Richelieu, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dauphin, MB
- 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 1 hour ago
Maintenance Technician Associate
Opta Group
Regina, SK
INNOVATION: We continually seek smarter, more effective and innovative ways to deliver solutions, blending creativity, data-driven insight and practical application.
Added 1 hour ago
K
Seasonal Sales Associate (Markville Mall)
Knix
Markham, ON
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
K
Seasonal Sales Associate (Rideau)
Knix
Ottawa, ON
- $19 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
K
Seasonal Sales Associate (Market Mall)
Knix
Calgary, AB
- $19.7 CAD / hour
- Temporary
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Added 1 hour ago
K
Seasonal Sales Associate (West Edmonton Mall)
Knix
AB · Edmonton, AB
- $19.7 CAD / hour
- Temporary
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Added 2 hours ago
EI
Warehouse Associate
Ecolab Inc.
Calgary, AB
- Full-time
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Added 2 hours ago
TU
Undergraduate Admissions Coordinator
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
…receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination with the Graduate Programs Officer, and with other staff…
Added 3 hours ago
M
Associate Director, Clinical Data Management
Merck
Canada
- Full-time
The Associate Director, Data Collection Data Steward, Global Data Management and Standards (GDMS), Global Clinical Data Standards (GCDS) provides program-level oversight of data standards,…
Added 3 hours ago
PC
Payroll Associate (Contract)
Pwc Canada
Toronto, ON
- Full-time
…handle financial analysis, budgeting, forecasting, and risk…
Added 3 hours ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Sherwood Park, AB
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 4 hours ago
W
Associate Technical Consultant, Environmental Scientist
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Calgary, AB
- Full-time
Interpreting environmental data and developing practical, technically sound recommendations that support risk management and regulatory compliance.
Added 4 hours ago
M
Senior Data Center Technician
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Quebec, QC
- $73,200 to $119,600 CAD / year
- Full-time
As a Microsoft Senior Data Center Technician (DCT), you will demonstrate expertise in standard processes and procedures for preparing, installing, performing diagnostics, troubleshooting,…
Added 4 hours ago
S
DCN HR Administrator
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Calgary, AB
- Full-time
SLB is seeking a motivated HR Administrator to support our Data Center infrastructure solutions business.
Added 4 hours ago
WS
Marketing Administrator
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Barrie, ON
- Full-time
Assists the Online Store Manager, by providing superior customer service, collecting data and reporting back
Added 4 hours ago
TO
Community Services Administrative Assistant (Temporary 10 Month Contract)
Town of Pelham
Fonthill, ON
- Full-time
Reporting to the Associate Director of Community Services – Strategic Initiatives, Programs and Events, the Community Services Administrative Assistant is responsible for organizing and…
Added 4 hours ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…attendance may be required for team meetings or as requested by management to meet business needs. Completion of a telework agreement will be required. Please review the Telework Policy for…
Added 5 hours ago
AI
Business Development, AI Platform
Ample Insight Inc.
Toronto, ON
- Full-time
You will join a world-class team of engineers and data scientists from Facebook, Uber, Amazon and Google. We are a fast growing consulting firm based in Toronto with clients ranging from…

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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