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Added 9 mins ago
NH
Maintenance Manager
Novara Human Capital Solutions
Canmore, AB
- Full-time
The Maintenance Manager is a working manager role responsible for the upkeep, operation, and ongoing maintenance of all buildings, infrastructure systems, and outdoor spaces at one of…
Added 9 mins ago
TH
Overnight Freight Associate - Part Time (Kanata)
The Home Depot
Ottawa, ON
- Part-time
…Freight Team Associates operate reach trucks, forklifts and order picker machines to bring down merchandise to the sales floor. Freight Team associates are required to pick orders when…
Added 9 mins ago
R
Construction Coordinator - Key Lake
Raise
Leask, SK
- Full-time
…schedule variances and elevate discrepancies to the Construction Manager for prompt…
Added 9 mins ago
BC
Clinical Trials Nurse Coordinator, Research Clinical Trials
BC Cancer
Vancouver, BC
- $49.2 to $67.08 CAD / hour
- Temporary
Reporting to the Clinical Trials Unit Manager (VCC), Operations Cancer Care Leader (CCSI, VICC, AC, and FVCC), or designate, the Clinical Trials Nurse Coordinator (CTNC) receives direction…
Added 10 mins ago
T
Personal Banker
TD
Canmore, AB
- Full-time
Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
Added 10 mins ago
T
Personal Banker
TD
Fort St. John, BC
- Full-time
Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
Added 10 mins ago
MS
Barrie Sales Manager
Michaels Stores
Barrie, ON
- Full-time
Store - TOR-BARRIE, ONThe Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role…
Added 10 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
North Vancouver, BC
- Part-time
Possess knowledge of stock in order to respond to customer enquiries by phone/in person.
Added 10 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Milton, ON
- Part-time
Possess knowledge of stock in order to respond to customer enquiries by phone/in person.
Added 10 mins ago
Q
Buyer
QCCANADA
Surrey, BC
- Full-time
Working closely with the Supply Chain Manager, you'll help decide what we need and when. You'll keep data moving in both directions: pulling raw data out of our ERP and shaping it in Power…
Added 10 mins ago
TH
Lumber Sales Associate Part-Time - 7265 Saskatoon South
The Home Depot Canada
Saskatoon, SK
- Part-time
…on product features and are familiar with related items in order to sell an entire project. Associates in this position know how to greet, engage, and thank every customer in their…
Added 10 mins ago
TH
Flooring & Decor Sales Associate Part Time - 7265 Saskatoon South
The Home Depot Canada
Saskatoon, SK
- Part-time
…on product features and are familiar with related items in order to sell an entire project. Associates in this position know how to greet, engage, and thank every customer in their…
Added 10 mins ago
TI
Go-to-Market (GTM) Growth Manager
TRSB Inc.
Montreal, QC
- Full-time
TRSB looking for a Go-to-Market (GTM) Growth Manager who can turn technology, data, content and creativity into demand.
Added 10 mins ago
BV
Senior Product Manager
Betstamp Ventures
Toronto, ON
- Full-time
…who owns the roadmap end to end: what we build, why, in what order, and whether it worked. You'll turn a long list of good ideas into a short list of shipped, measured changes, and keep…
Added 10 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
Escalate any documentation issues to the Mortgage Underwriter and/or Manager for review
Added 10 mins ago
SJ
Therapeutic Recreation Aide, Mount Hope - Allied Health
St. Joseph's Health Care London
London, ON
- Full-time
…residents of Mount Hope Centre for Long Term Care. Reporting to the Manager of Therapeutic Programs, and under the supervision of the Therapeutic Recreation Specialist (TRS). In this role,…
Added 10 mins ago
TH
Lot Associate Part-Time - 7265 Saskatoon South
The Home Depot Canada
Saskatoon, SK
- Part-time
When required, ask open ended questions about the customer’s projects in order to determine their needs and level of expertise.
Added 10 mins ago
TP
Project Coordinator
Team Power Solutions
Saskatoon, SK
- Full-time
Sound judgment about when to resolve an issue and when to bring it to the Project Manager.
Added 10 mins ago
CG
Server Part Time at Park Cafe, Assiniboine Park
Compass Group Canada
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Part-time
Reporting to the General Manager, Park Café, the Park Café Server will provide exceptional customer service and quality products to ensure our restaurant guests have a wonderful experience…
Added 24 mins ago
CF
Supervisor, Operations
Cadillac Fairview
AB · Calgary, AB
- Full-time
…determining future needs of the Centre and gathering information in order to ensure the General Manager, Regional Office and Head Office have accurate figures on which to forecast budget…
Added 24 mins ago
Area Manager II, YXU1
Amazon
St. Thomas, ON
…customer-focused individuals who want to join our team as an Area Manager. In this role, you will a team of hourly workforce and will be responsible for engaging your team during their…
Added 24 mins ago
TH
Lumber Associate Part Time (KANATA)
The Home Depot
Ottawa, ON
- Part-time
…on product features and are familiar with related items in order to sell an entire project. Associates in this position know how to greet, engage, and thank every customer in their…
Added 24 mins ago
TH
Seasonal Sales Associate Part-Time - 7038 Brandon
The Home Depot
Brandon, MB
- Part-time
…on product features and are familiar with related items in order to sell an entire project. Associates in this position know how to greet, engage, and thank every customer in their…
Added 24 mins ago
D
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 39 mins ago
Foodservice Sales Representative - Redux
West Coast Reduction Ltd.
Vancouver, BC
Research and investigate in order to keep up about changes in competition, price and services in the market place

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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