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Added 11 mins ago
R
Industrial and Technological Benefits (ITB) Manager
RTX
Ottawa, ON
- Full-time
We are presently seeking a highly skilled Industrial and Technological Benefits (ITB) Manager to support several large defence projects across Canada. This is a dynamic and visible position…
Added 11 mins ago
TS
Payoll and Benefits Specialist
The Staffing Alternative
Vaughan, ON
- Full-time
● Completion of a college or university program in Finance, Payroll or a related field is preferred.
Added 11 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 11 mins ago
PC
Manager Retail Technology Projects
Parkland Corporation
Calgary, AB · Mississauga, ON
- Full-time
…business leadership, Marketing, Procurement, Contracts, Legal, Finance, technology partners, field technicians, and third-party vendors. In addition to overall portfolio leadership, this…
Added 11 mins ago
Toronto- Japanese speaking - Manager Tax - People Advisory Services, Mobility
EY
Toronto, ON
Toronto- Japanese speaking - Manager Tax – People Advisory Services, Mobility
Added 11 mins ago
Toronto- Mandarin speaking - Manager Tax - People Advisory Services, Mobility 1
EY
Toronto, ON
We currently have an excellent career opportunity for a Tax Manager, Mobility (Expat Tax). This position offers excellent opportunities to learn and tremendous career potential.
Added 11 mins ago
H
Gestionnaire de pratique, financement gouvernemental | Practice Manager, Government Funding
helloDarwin
Montreal, QC
- $70,000 to $110,000 CAD / year
- Full-time
Added 11 mins ago
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ACCOUNT MANAGER - CONTRACT
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
…assigned portfolio of group benefits accounts. The Account Manager serves as a trusted partner and advocate for GreenShield, ensuring exceptional service delivery and high levels of client…
Added 11 mins ago
RH
Staff Accountant
Robert Half
Calgary, AB
- Contract
Progress compilation files to the appropriate stage for manager or partner review.
Added 25 mins ago
Program Coordinator
Bayshore
Mississauga, ON
Provide other ongoing administrative help and support to Program Manager as needed
Added 25 mins ago
AC
Gestionnaire De Projet | Project Manager (Aerospace)
Aston Carter
Montreal, QC
- $50 to $65 CAD / hour
- Contract
…équipes de sourcing stratégique, d'ingénierie, de qualité, de finance et les fournisseurs…
Added 25 mins ago
T&
Senior Cost Manager
Turner & Townsend
Toronto, ON
- Full-time
…thorough reviews and coordinating necessary adjustments with Finance to maintain complete financial…
Added 26 mins ago
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Accounting Assistant – Peru (Focus on Mass Payments)
TeemoPay
Milton, ON
- Part-time
Reporting to: Finance Manager / country manager
Added 26 mins ago
KL
Demand Planner / Pricing Administrator
Kanto Living
Canada
- $60,000 to $80,000 CAD / year
- Full-time
Reporting to the VP of Operations, this role works closely with the Supply Chain Manager and collaborates with Sales, International Sales, Marketing, E-Commerce, Product, Finance and…
Added 26 mins ago
ML
Material Supply and Planning Manager
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
The Material Supply and Planning Manager is a key member of the Lagimodiere Site Leadership Team, responsible for integrating production planning, material supply, inventory management, and…
Added 26 mins ago
ML
Sr. Finance Analyst - Fixed Assets (Contract)
Maple Leaf Foods Inc
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Contract
As a member of the fixed assets team the Senior Finance Analyst, Fixed Assets will report to the Manager, Finance - Fixed Assets. The individual will play a key role in the reporting,…
Added 26 mins ago
ML
General Accounting and Close Manager
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Boost your career and come join our professional, motivated, and fun-loving finance team working for a Canadian-based public company. Reporting to the Director, Finance – Internal…
Added 26 mins ago
BH
Client Administration Analyst
Berkshire Hathaway Group Reinsurance Division
Toronto, ON
- Full-time
…and partner with the Divisional Reinsurance Administration Manager to resolve…
Added 26 mins ago
AR
Tooling Engineer Manager - Injection Mold - Automotive (35792)
Activ8 Recruitment & Solutions
Woodstock, ON
- $90,000 to $130,000 CAD / year
- Full-time
We are seeking an experienced Tooling Engineering Manager to lead the design, development, maintenance, and continuous improvement of injection molds and tooling systems. This position will…
Added 40 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Added 40 mins ago
Senior Business Development Manager
Convera
Montreal, QC
…with ease, Convera is seeking a Senior Business Development Manager to drive sales of complex products, hedging solutions, and…
Added 40 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 40 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 40 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 40 mins ago
Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
Reporting to the Senior Manager, Administration, within the School of Skilled Trades and Apprenticeship, the incumbent is responsible for overseeing and managing the administrative and…

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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