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Added 1 min ago
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F&I Manager - Capital Chrysler Dodge Jeep Ram
AutoCanada
AB · Edmonton, AB
- $150,000 to $200,000 CAD / year
- Other
The Automotive Finance Manager is responsible for overseeing the finance and insurance (F&I) department, managing vehicle sales financing, insurance products, and ensuring compliance with…
Added 1 min ago
IC
HR & Admin Generalist - POPJOY Retail
IGG.com Canada
Vancouver, BC
- Full-time
Process payroll accurately and on schedule, maintain payroll records, and prepare payroll reports and other routine financial and operational reports for the Canadian retail business.
Added 16 mins ago
GL
Store Manager
goeasy Ltd.
Corner Brook, NL
- Full-time
…improve their quality of life, and take steps toward stronger financial standing. If you’re passionate about making a difference, join us and be part of a team that empowers people to…
Added 16 mins ago
NI
Child Care Manager
North Island Métis
Campbell River, BC
- Full-time
NIMA is seeking an experienced Child Care Manager to support the development and opening of our new 61-space child care centre in Campbell River and provide leadership for its ongoing…
Added 16 mins ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- $104,800 to $112,800 CAD / year
- Full-time
…government officials and others; identifying design, engineering, financial and contractual issues and concerns; coordinating, reviewing, managing and approving real estate appraisal…
Added 16 mins ago
PV
Treasury Analyst
Pet Valu
Markham, ON
- Full-time
The Treasury Analyst reports to the Manager, Treasury and plays a key role in the various aspects of Treasury including cash management activities, bank account management, month end…
Added 16 mins ago
UO
Undergraduate Admissions Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,027 to $5,413 CAD / month
- Full-time
The position reports to the Manager, Student Services and receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination…
Added 16 mins ago
T
Personal Banker
TD
Canmore, AB
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 16 mins ago
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Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
TD Securities Corporate & Investment Banking provides financial advisory, capital-raising, liquidity, transaction banking, and risk-management solutions to corporate and institutional…
Added 16 mins ago
T
Personal Banker
TD
Fort St. John, BC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 16 mins ago
D
Manager, ESG Internal Controls Assessment
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…developing the internal control program for ESG disclosure. As Manager, ESG Internal Controls Assessment, you help establish and develop the ESG internal control framework together with…
Added 16 mins ago
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Manager
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
Added 16 mins ago
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
…specialists, credit partners, and senior leaders to deliver customized financial solutions that help businesses grow and…
Added 16 mins ago
B
VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
…acquisition, business development, and delivering integrated financial solutions that help businesses achieve their…
Added 16 mins ago
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VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
…acquisition, business development, and delivering integrated financial solutions that help businesses achieve their…
Added 16 mins ago
R&
IT Project Manager – MPW Replat
Robertson & Company Ltd.
Waterloo, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 16 mins ago
FN
Mortgage Underwriter, Third Party Residential Underwriting-MBBS
First National Financial LP
Montreal, QC
- Full-time
Manager, Third Party Residential Underwriting - MBBS
Added 16 mins ago
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Manager, Program Management 1
CPKC
Calgary, AB
- Full-time
The Program Management Office (PMO) Manager supports engineering leadership by delivering transparent, accurate, and timely reporting on capital portfolio performance across North America.
Added 16 mins ago
SJ
Administrative Assistant, HMMS
St. Joseph's Health Care London
London, ON
- Full-time
Knowledge/awareness of accounting principles, and/or experience working with financial statements in an administrative role (preferred)
Added 16 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 16 mins ago
FN
We are hiring a Mortgage Funder, Third Party Residential Underwriting - MBBS!
First National Financial LP
Toronto, ON · East York, ON
- Full-time
Send the mortgage advance sheet to the accounting department
Added 31 mins ago
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Project Controls Manager
EllisDon
Niagara Falls, ON · Port Colborne, ON · ON · Ontario Projects
- Full-time
Responsible for financial updates as part of the quarterly Internal Project Review (IPR) process.
Added 31 mins ago
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Market Development Manager
Desjardins
Boucherville, QC · Gatineau, QC · Montreal, QC · Sainte-Thérèse, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 46 mins ago
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Manager, Wholesale Financial Control
RBC
Toronto, ON
- Full-time
As a Manager, Wholesale Financial Control, you will be part of the Global Markets Finance team, covering RBC's Central Funding Group. This role creates a collaborative environment with…
Added 46 mins ago
R
Branch Manager, Bayview & Wellington Branch
RBC
Aurora, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…

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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