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Added 6 mins ago
BH
Scheduling Coordinator
Bayshore HealthCare
Halifax, NS
- Full-time
…Scheduling Coordinator reports to the National Staffing Office…
Added 6 mins ago
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Business Development / Sales Development Representative (October 30, 2026)
GoFleet
Mississauga, ON
- Full-time
Location: Mississauga, Ontario (hybrid) · Type: Full-time, permanent · Hours: 40 hours/week, Monday to Friday · Team: GTM (Sales & Channel)
Added 6 mins ago
G
Customer Engineering & Reliability - Technical Support (October 30, 2026)
GoFleet
Mississauga, ON
- Full-time
Location: Mississauga, Ontario (hybrid) · Type: Full-time, permanent · Hours: 40 hours/week, Monday to Friday · Team: Customer Engineering
Added 6 mins ago
G
AI Product Builder - IoT & Data Intelligence (October 30, 2026)
GoFleet
Mississauga, ON
- Full-time
Location: Mississauga, Ontario (hybrid) · Type: Full-time, permanent · Hours: 40 hours/week, Monday to Friday · Team: BUILD
Added 6 mins ago
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Customer Success & Growth Manager (October 30, 2026)
GoFleet
Mississauga, ON
- Full-time
Location: Mississauga, Ontario (hybrid) · Type: Full-time, permanent · Hours: 40 hours/week, Monday to Friday · Team: Customer Success · Travel: Regular travel to customer sites is required
Added 6 mins ago
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Customer Service Representative
BMO
Elora, ON
- Part-time
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…
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B
Personal Banker
BMO
Waterloo, ON
- Full-time
Salaries will vary based on factors such as location, skills, experience, education, and qua
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Director, BMO Capital Partners (BMOCP)
BMO
Toronto, ON · FCP
- Full-time
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…
Added 6 mins ago
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Customer Service Representative
BMO
Orillia, ON
- Part-time
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…
Added 6 mins ago
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Senior DevOps Developer
Boeing
Richmond, BC · Vancouver, BC · CAN - Richmond, Canada
- Full-time
Boeing Vancouver is seeking a Senior DevOps Developer - within the Boeing Digital Services portfolio, reporting to the Manager of Software Development. This position is based in our…
Added 6 mins ago
A
Resident Care Attendant Casual AgeCare Brandt's Creek Mews
AgeCare
Kelowna, BC · AgeCare Brandt’s Creek Mews
- Part-time
The Resident Care Attendant reporting to the Director of Care and/or Resident Care Manager ensures and supports the collaboration and evaluation of the resident care services in accordance…
Added 6 mins ago
M
Senior Manager, Commercial Management
Metrolinx
Canada
- Full-time
This role is an in-office position based at our 130 Adelaide Street West location. Our team is highly collaborative, and much of our work benefits from in person co-creation, relationship…
Added 6 mins ago
SH
Manager, Analytics, Revenue, and Software Development
Scarborough Health Network
EO Head Office
- Full-time
Job Number: JR107483
Job Title: Manager, Analytics, Revenue, and Software Development
Department: EO ENHANCE Ontario - Data & Analytics
Job Category: Management
Hospital…
Added 6 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Location: Toronto, ON (Hybrid, 3 days per week)
Added 6 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Location: Toronto, ON (Hybrid, 3 days per week)
Added 6 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Location: Toronto, ON (Hybrid, 3 days per week)
Added 6 mins ago
FM4 Commissioning Manager
VCNA
Bowmanville, ON
Reporting to the VP, Operations Cement, the Commissioning, Startup & Operational Readiness Manager serves as the cross-functional integrator for Finish Mill 4, bringing together the…
Added 6 mins ago
Project Supervisor (Homelessness Reduction) - 16 Month
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Work Location Requirement: Fully On-Site/In-Person
Added 6 mins ago
Director of Restaurant Operations
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The Director of Airport Operations is responsible for establishing and maintaining guest service across the entire location. The Director of Airport Operations are experts at managing all…
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Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
Durham Community Health Centre
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Primary Location: HART Hub | Whitby, Ontario and this community based and flexibility across various Agency locations within Durham Region is needed.
Added 6 mins ago
Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
Durham Community Health Centre
Whitby, ON
Primary Location: HART Hub | Whitby, Ontario and this community based and flexibility across various Agency locations within Durham Region is needed.
Added 6 mins ago
Manager, Strategic Initiatives(Ottawa) - 12 Month Temporary
Scotiabank
Ottawa, ON
The Manager, Strategic Initiatives is responsible for executing on medium-to-large initiatives and projects supporting Global Wealth Management, specifically focused on impacts to Global…
Added 6 mins ago
Manager, Financial Analysis - Finance
Scotiabank
Toronto, ON
The Manager, Financial Analysis, Global Finance - Subsidiary Financial Accounting and Reporting, is responsible for the accuracy and completeness of the data from operation/accounting…
Added 6 mins ago
Manager, Identity Lifecycle Management
Scotiabank
Toronto, ON
Reporting to the Senior Manager, the Manager will lead a team of Security Analysts who perform access provisioning, audit reporting, and risk remediation related to Identity Management…
Added 6 mins ago
D
Manager, Histology
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- Full-time
As a Manager, Histology, you will be responsible for managing the laboratory operations and people leadership of the Histology Department. Working with the Director, Pathology Operations…

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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