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Added 10 mins ago
OL
Food Services Manager
Optima Living
Surrey, BC
- $27.58 to $29.51 CAD / hour
- Full-time
Progressive Intercultural Community Services (PICS) Society is a registered community-based non-profit, multi-service organization that has served the community since 1987. PICS Society…
Added 10 mins ago
UO
Research Assistant-2
University of British Columbia
Vancouver, BC · PHC | BC Centre on Substance Use (BCCSU)
- Full-time
The British Columbia CRISM Node is housed at the British Columbia Centre on Substance Use (BCCSU) and is comprised of a network of research scientists, service providers, policy makers,…
Added 10 mins ago
UO
Research Assistant-2
University of British Columbia
Vancouver, BC · PHC | BC Centre on Substance Use (BCCSU)
- $4,597.8 to $5,469.59 CAD / month
- Full-time
The British Columbia CRISM Node is housed at the British Columbia Centre on Substance Use (BCCSU) and is comprised of a network of research scientists, service providers, policy makers,…
Added 25 mins ago
Environmental Project Manager – Contaminated Sites
GHD Group Pty Ltd
Calgary, AB
…successful candidate will be expected to lead the planning and delivery of environmental site assessments, reclamation, and remediation projects of complex oil & gas sites. This will…
Added 25 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 25 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Experience as a Technical Account Manager or in a client-facing technical lead role
Added 25 mins ago
Senior Data Analyst
Government of Alberta
AB
Lead initiatives that leverage data analytics to optimize program delivery and improve service outcomes within Traffic Safety Services operations.
Added 40 mins ago
UH
Clinical Coordinator
University Health Network
Toronto, ON
- Full-time
Added 40 mins ago
K
Print Production Manager
Klick
Toronto, ON
- Full-time
…history as Cannes Lions Healthcare Agency of the Year, Healthcare Network of the Year, and Independent Agency of the Year –…
Added 55 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…across all stages of the funding journey, aligning approaches, service standards, and practices to support seamless service…
Added 55 mins ago
HG
National Manager, Finished Vehicle Operations
Hyundai Glovis Canada Inc.
Toronto, ON
- Full-time
The National Manager, Finished Vehicle Operations is a full-time, on-site role based in Toronto, ON, responsible for providing strategic leadership and oversight of GLOVIS Canada’s…
Added 55 mins ago
TE
Operations Manager
TST-CF Express
Mississauga, ON
- Full-time
We are currently looking to hire an Operations Manager reporting to the Regional Operations Manager. This position is responsible for the efficient operation of a high-volume dock within…
Added 55 mins ago
K
Print Production Manager
Klick
Toronto, ON
- Full-time
…history as Cannes Lions Healthcare Agency of the Year, Healthcare Network of the Year, and Independent Agency of the Year –…
Added 1 hour ago
OP
District Manager
Ontario Public Service Leadership | Leadership dans la fonction publique de l’Ontario
Sault Ste. Marie, ON
- $110,638 to $155,942 CAD / year
- Full-time
…Sylvain is committed to the continuous improvement of client service delivery, ensuring that the needs of clients are met efficiently and effectively. He also emphasizes the importance of…
Added 1 hour ago
M
Operations Manager, Facilities
Medcan
Toronto, ON
- $73,699 to $101,335 CAD / year
- Full-time
Medcan is seeking a hands-on Manager, Facilities to lead the safe, reliable and high-quality operation of its flagship clinic at 150 York Street while providing facilities expertise and…
Added 1 hour ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
…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…
Added 1 hour ago
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Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
…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…
Added 1 hour ago
B
Manager, Advertising Yield and Technology
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 1 hour ago
BC
Coordinator, Digital Operations & Program Management
BFL CANADA
Montreal, QC
- Full-time
The Coordinator, Digital Operations & Program Management contributes to the quality, reliability, and effective delivery of Digital operations, platforms, and programs.
Added 1 hour ago
M
Project Delivery Director - Fare Payment Modernization
Masabi
Remote, Canada
- Full-time
- Remote
// Masabi is seeking an experienced Lead Program Manager to lead the end-to-end implementation and delivery of a major, multi-year transit technology modernization program in North America.…
Added 1 hour ago
CM
Mental Health Clinician, 1st Step Team
Canadian Mental Health Association, Waterloo Wellington
Canada
- Full-time
Involve the person/family and social network in the monitoring, evaluating, and revising of service goals
Added 1 hour ago
Coordinator, Facilities Planning Projects / Coordonnateur, Projets de planification installations
MSC Mediterranean Shipping Company SA
Montreal, QC
…over 200,000 MSC Group employees. With access to an integrated network of road, rail and sea transport resources which stretches across the globe, the company prides itself on delivering…
Added 2 hours ago
S
Senior Manager – Systems Assurance
SYSTRA
Toronto, ON
- Full-time
…operational stakeholders to align assurance activities with delivery milestones, network constraints, handover and operational acceptance. Maintain the independence of the Systems Assurance…
Added 2 hours ago
PT
Parts Manager
Premier Truck Group
Sarnia, ON
- Full-time
Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At…
Added 2 hours ago
PT
Parts Manager
Premier Truck Group
London, ON
- Full-time
Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At…

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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