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Added 13 mins ago
TU
Area Manager (Graduate) - Bolton Region
targetjobs UK
Bolton, ON
- Full-time
…your first year, you should be ready to take on a full Area Manager role, with all the responsibilities that entails, from motivating employees to encouraging excellent performance. Your…
Added 13 mins ago
DC
ASPHALT PLANT MANAGER
D. Crupi & Sons Limited
ON · Ontario, Canada
- Full-time
Collaborate with Sales team and Operations team in regards to production volume and requirements.
Added 13 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Kamloops, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 14 mins ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…position assists businesses to initiate or expand government sales, assess current market position and capabilities of companies, develop and recommend a marketing or business strategy to…
Added 14 mins ago
Store Manager
Lammle's Western Wear
Edmonton, AB
Taking the reins as a Lammle’s Store Manager:
Added 14 mins ago
Assistant Manager
EssilorLuxottica Group
Toronto, ON · Etobicoke, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 14 mins ago
Assistant Manager
EssilorLuxottica Group
Mississauga, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 29 mins ago
G
Gestionnaire marketing produit / Product Marketing Manager
Genetec
Montreal, QC
- Full-time
Au sein de l'équipe Vidéo et Opérations unifiées, vous dirigerez la planification de la mise sur le marché des nouveaux produits, des mises à jour et des offres stratégiques couvrant…
Added 44 mins ago
FP
Restaurant & Banquet Manager
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
The Restaurant and Banquet Manager is part of the Food and Beverage leadership team, responsible for overseeing restaurant operations and all phases of banquet functions. The manager…
Added 44 mins ago
RO
Hotel Administration & Owner Relations Manager
Resorts of the Canadian Rockies
Fernie, BC
- Full-time
work alongside the sales manager and accounting to ensure folios are cleaned up monthly
Added 1 hour ago
WC
(CAN) Associé, cosmétiques
Walmart Canada
Val-d'Or, QC
- Full-time
Refers appropriate service and transactional requests to the Customer Service Manager as needed and supports Front End and store operations when required.
Added 1 hour ago
WC
Health and Beauty Team Associate
Walmart Canada
Olds, AB
- Contract
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 1 hour ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…
Added 1 hour ago
WC
(CAN) Produce Department Manager
Walmart Canada
Langley (District), BC · Langley, BC
- Full-time
Position Summary...The Produce Department Manager at Walmart leads produce associates and oversees department processes to ensure high customer service and meet production targets.…
Added 1 hour ago
A
E-Commerce Specialist, Amazon
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the Amazon Account Manager, this role will be responsible for maintaining and optimizing the Amazon product catalog, including creating new ASINs, managing product content, and…
Added 1 hour ago
(CAN) Front End Checkout Team Associate - Part time
Walmart Canada
Victoria, BC
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 1 hour ago
WC
(CAN) Produce Department Manager
Walmart Canada
Westbank, BC
- Full-time
Position Summary...The Produce Department Manager at Walmart leads produce associates and oversees department processes to ensure high customer service and meet production targets.…
Added 1 hour ago
BA
AUTOMOTIVE TECHNICIAN, LUBE & MAINTENANCE
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Fixed Operations Manager.
Added 1 hour ago
K
Account Manager
Kaseya
Toronto, ON
- Full-time
…shaping the future of IT: whether you're in engineering, product, sales, marketing, customer support, or operations, your work helps protect, defend, and optimize IT environments across the…
Added 1 hour ago
A
Sr. Manager, Key Accounts – Commercial Planning
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $110,000 to $130,000 CAD / year
- Full-time
The Senior Manager, Key Accounts – Commercial Planning is responsible for driving sustainable growth across key retail accounts by combining strategic account management with strong…
Added 1 hour ago
WC
(CAN) General Merchandise Assistant Manager
Walmart Canada
AB · Edmonton, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 1 hour ago
M
Directeur principal, Exploitation du commerce de détail – Québec
MEC
Montreal, QC
- Full-time
…while partnering closely with the Senior Vice President, Retail Operations on strategy and enterprise…
Added 1 hour ago
Assistant Manager
Lammle's Western Wear
Saskatoon, SK
Taking the reins as a Lammle’s Assistant Store Manager:
Added 1 hour ago
Assistant Manager
Lammle's Western Wear
Edmonton, AB
Taking the reins as a Lammle’s Assistant Store Manager:
Added 1 hour ago
Assembly Technician (Temporary 18 Month Contract)
Spartan Controls Ltd.
Burnaby, BC
We are looking for an Assembly Technician for an 18-month temporary position to join our small, diverse Operations team at our Burnaby Automation Centre. Reporting to the Manager,…

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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