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Added 10 mins ago
ZG
IQR Customer Care Operations Supervisor
ZEISS Group
Toronto, ON
- Full-time
The IQR Customer Care Operations Supervisor is a hands-on working supervisor responsible for coordinating the daily execution of service and sales administration activities, including…
Added 10 mins ago
DH
People and Culture Administrator, FT
Dixon Hall
Toronto, ON
- Full-time
Responsibilities include, but are not limited to, organizing, and scheduling, HRIS, UKG, Benefit administration support, Onboarding, Event Planning, taking minutes, developing and…
Added 10 mins ago
OL
Food Services Manager
Optima Living
Surrey, BC
- $27.58 to $29.51 CAD / hour
- Full-time
The Food Services Manager is responsible for the well-being of the residents through the preparation and delivery of home-cooked meals, as well as supervision of the food services and…
Added 10 mins ago
UO
HR Manager
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Human Resources Manager is responsible for managing the day-to-day human resources operations of the Department of Family Practice and ensuring effective, consistent, and compliant HR…
Added 10 mins ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 10 mins ago
MU
Accounts Administrator
McGill University
Montreal, QC
- Full-time
…Dentistry, administers research accounts in support of the FST manager and the Faculty's Principal Investigators, and of non-research accounts, including operating, self-financing and…
Added 25 mins ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
Join our compassionate and dynamic team as the General Manager at Sienna Senior Living, where we hold the privilege of serving Canada’s seniors with the utmost comfort, dignity, and…
Added 25 mins ago
CE
Senior Plant Engineer
Cenovus Energy
Calgary, AB
- Full-time
…supporting Cenovus’s Conventional business. Reporting to the Sr. Manager, Process & Facilities Engineering, this dynamic role plays a key part in maximizing asset value through technical…
Added 25 mins ago
BU
Supervisor, Facilities Services & Trades Safety
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
…leadership and coordination of Facilities Management trades operations, workforce activities, safety programs, and maintenance services in support of the University's buildings,…
Added 25 mins ago
CO
BUSINESS ANALYST 311 #67732
City of Toronto
Toronto, ON
- Full-time
Reporting to the Manager, Business Transformation & Sustainment, the Business Analyst supports the planning and delivery of complex projects and initiatives across the Customer Experience…
Added 25 mins ago
CL
Manager of Corporate Finance- Investor Relations
Charger Logistics Inc.
Brampton, ON
- Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 25 mins ago
FS
Intel Server Support (Junior)
Focus Systems Inc.
Regina, SK
- Contract
If you have hands-on Windows Server configuration and administration experience, a practical approach to infrastructure support, and an interest in building your skills across…
Added 40 mins ago
BUSINESS ANALYST 311
City of Toronto
Toronto, ON
Reporting to the Manager, Business Transformation & Sustainment, the Business Analyst supports the planning and delivery of complex projects and initiatives across the Customer Experience…
Added 40 mins ago
RB
Assistant Branch Manager - Mobile
Royal Bank of Canada
Truro, NS
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 40 mins ago
CC
Retail Shift Leader
Canna Cabana
Mississauga, ON · Tomken, Mississauga, ON
- $17.95 to $19.5 CAD / hour
- Full-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 40 mins ago
UH
Clinical Coordinator
University Health Network
Toronto, ON
- Full-time
As an integral member of the Wallace McCain Centre, the Clinical Coordinator supports the clinical operations, coordination and ongoing development of the program. The role is responsible…
Added 55 mins ago
R&
Assistant Spa Manager - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
Join our Spa Team as an Assistant Spa Manager where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four Diamond, and…
Added 55 mins ago
MM
Junior Social Media Manager
Moon Mgmt
Toronto, ON
- Internship
Junior Social Media Manager & Artist Development Intern
Added 55 mins ago
SR
Marketing Manager, Content & Events
Skygauge Robotics
Fredericton, NB
- Full-time
As our Marketing Manager, Content & Events, you will refine the organizational foundation for marketing at Skygauge while remaining closely involved in day-to-day execution. This is a…
Added 55 mins ago
BC
Project Manager (Construction Manager) Ontario Line
Bantrel Co.
Toronto, ON
- $150,000 to $170,000 CAD / year
- Full-time
We are currently seeking a qualified Project Manager (Construction Manager) to join our Infrastructure team, based out of Toronto ON. The Project Manager will manage the organization and…
Added 55 mins ago
General Manager PWLCL
Connecting Care (2000) Inc.
Cold Lake, AB
The General Manager serves as an ambassador of the company and is responsible for day-to-day administration of services; financial operations; planning, development, implementation;…
Added 55 mins ago
Human Resources - HR Business Partner
Westerkirk
Toronto, ON
…governance, escalates significant risks and exceptions to the Senior Manager, Human Resources, and remains responsible for coordinating approved actions through…
Added 55 mins ago
Practice Manager (Kelowna, BC)
VetStrategy / Daubigny
Kelowna, BC
We are seeking a dynamic and experienced veterinary Practice Manager to lead our team and ensure the smooth operation of our veterinary practice. This pivotal role is essential in driving…
Added 55 mins ago
L
Retail Store Manager
Lovisa
Kingston, ON
- Full-time
We're seeking a dynamic and results-driven Retail Store Manager to lead our store operations and drive business growth.
Added 55 mins ago
OP
Major Accounts Manager
ORA Partenaires
London, ON
- Full-time
The Major Accounts Manager is responsible for managing relationships with the company's strategic customers while overseeing activities related to purchasing, invoicing, inventory…

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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