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Added 7 mins ago
EW
Project Manager
ERCO Worldwide
Saskatoon, SK
- Full-time
…scale. As one of the largest suppliers of Chlorine Dioxide technology in the world, we are devoted to building genuine customer relationships and delivering innovative, sustainable chemical…
Added 7 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…execution of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in…
Added 7 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 7 mins ago
P
Engineering Manager, Conversational AI
Pebl
Toronto, ON
- $154,000 to $195,000 CAD / year
- Full-time
…hire, pay, and manage employees in 185+ countries - removing risk, red tape, and guesswork from global growth. Backed by more than a decade of compliance leadership and local expertise,…
Added 8 mins ago
Filed Engineer
Aecon
Calgary, AB
Operate responsibly by managing risk, safety, and environmental considerations across all our projects and surrounding communities.
Added 8 mins ago
E
Sr Advisor IT Systems
Enbridge
Calgary, AB
- Full-time
…Systems who will be a key member of the Enterprise Marketing & Risk Management (MRM) team. In this role you will provide technical and functional expertise across a complex suite of risk…
Added 23 mins ago
PC
U.S. Tax, Manager
Pwc Canada
Vancouver, BC · Montreal, QC
- Full-time
As a U.S. Tax Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 23 mins ago
PC
Financial Instruments Valuation and Market Risk Manager
Pwc Canada
Toronto, ON · Montreal, QC
- Full-time
As a Financial Instruments Valuation and Market Risk Manager, unlock your potential and embrace the chance to drive meaningful outcomes that will elevate your career. Your role will…
Added 37 mins ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
Master's degree in Data Management, Information Management, Business Administration, Risk Management, or a related field.
Added 37 mins ago
SI
Clinical Dietician (Casual), Transitional Health
Shannex Incorporated
Bedford, NS
- Temporary
This innovative facility integrates data and technology into patient assessment, care delivery, and communication, while providing specialized, person-centred support for individuals who no…
Added 37 mins ago
AE
SQMS Manager
Airborne Engines Ltd.
Delta, BC
- Full-time
The SQMS Manager reports to the Director of Quality and owns the day-to-day management of Airborne Engines’ integrated Safety and Quality Management System (SQMS). You’ll own the internal…
Added 37 mins ago
L
Product Manager
Linedata
Toronto, ON
- Full-time
The Linedata Capitalstream Product Manager is responsible for managing Capitalstream product capabilities throughout the product lifecycle from initial concept and market research through…
Added 52 mins ago
TU
Applications Technical Lead
The University of British Columbia
Vancouver, BC
- $11,397 to $17,081.58 CAD / month
- Full-time
AAPS Salaried - Information Systems and Technology, Level E2
Added 1 hour ago
A
Charge De Projet / Project Manager
Actalent
Longueuil, QC
- $46 to $56 CAD / hour
- Contract
Project Manager Digital Transformation and Governance
Added 1 hour ago
WI
Lifecycle Asset Data Lead - Buildings
WSP in Canada
Toronto, ON
- Full-time
Reporting to the Digital Solutions Manager – Buildings, you will work with project delivery teams across Canada to build capabilities to ensure that the asset information WSP delivers to…
Added 1 hour ago
WI
Lifecycle Asset Data Lead - Buildings
WSP in Canada
Canada
- Full-time
Reporting to the Digital Solutions Manager – Buildings, you will work with project delivery teams across Canada to build capabilities to ensure that the asset information WSP delivers to…
Added 1 hour ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
Partner with Finance, Risk, Technology, and control teams to ensure analytical solutions meet data, security, governance, and AI risk management standards.
Added 1 hour ago
BS
Alert Management Specialist - Bilingual (English/French)
Blackline Safety
Remote, Canada
- Full-time
- Remote
Ability to demonstrate proficiency utilizing technology to maintain organized records, access information, and manage client accounts or inquiries, ensuring data accuracy and security.
Added 1 hour ago
R&
IT Project Manager – MPW Replat
Robertson & Company Ltd.
Waterloo, ON
- Contract
Bachelor’s degree in computer science, Information Technology, Engineering, Business, or a related field, or equivalent practical experience
Added 1 hour ago
MM
Coordinator, Facilities Planning Projects
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
Stakeholder Management & Visibility: Manage kickoff meetings,developreliable project status tracking, ensure current information is clearly documented and communicated to manager and key…
Added 1 hour ago
TU
Platform Engineering Manager
The University of British Columbia
Vancouver, BC
- $11,397 to $17,081.58 CAD / month
- Full-time
AAPS Salaried - Information Systems and Technology, Level E2
Added 1 hour ago
AP
Tech Lead
Accommodations Plus International
Markham, ON
- $130,000 to $140,000 CAD / year
- Full-time
Accommodations Plus International (API) is a technology and services company focused on driving innovation across the travel and transportation industry. We partner with organizations in…
Added 1 hour ago
IS
Project Manager
Information Services Corporation ISC
Regina, SK
- Full-time
We are ISC, an industry-leading employer with a global presence. We provide registry and information management services for public data and records to our customers. Our mission of putting…
Added 1 hour ago
O
Billing Coordinator
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 1 hour ago
O
Billing Coordinator
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…

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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