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Added 2 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Alexis Whitecourt 232, AB · Whitecourt, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
TC
Assistant Store Manager Winners - Plaza Hawkesbury
TJX Canada – Winners, Marshalls, HomeSense
Hawkesbury, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Drive store performance by supporting sales results, managing expenses, and overseeing key operations including merchandising, backroom, frontline, cash office, customer service, markdowns,…
Added 4 hours ago
TH
Department Supervisor Full-Time - 7175 Grande Prairie
The Home Depot Canada
Grande Prairie, AB
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 5 hours ago
TC
Assistant Store Manager Winners Homesense Luckakuck Way
TJX Canada – Winners, Marshalls, HomeSense
Chilliwack, BC
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Drive store performance by supporting sales results, managing expenses, and overseeing key operations including merchandising, backroom, frontline, cash office, customer service, markdowns,…
Added 5 hours ago
TC
Assistant Store Manager Winners Chinook Centre
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Drive store performance by supporting sales results, managing expenses, and overseeing key operations including merchandising, backroom, frontline, cash office, customer service, markdowns,…
Added 6 hours ago
WC
(CAN) Stock Unloader Department Manager
Walmart Canada
Estevan, SK
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 6 hours ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
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 6 hours ago
Team Lead-Retail
Roots
Montreal, QC
We are currently hiring for a Team Lead. The Team Lead links the leadership team and the sales associates by assisting in the operational functions of the store and motivating the team to…
Added 6 hours ago
Sales Associate-Retail
Roots
London, ON
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 8 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 8 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
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…
Added 9 hours ago
TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Halton Hills, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 12 hours ago
GD
DYNAMITE - Seasonal Sales Associate - Midtown Plaza
Groupe Dynamite
Saskatoon, SK
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 13 hours ago
GD
DYNAMITE - Sales Associate PT - Lime Ridge Mall
Groupe Dynamite
Hamilton, ON
- Full-time
Reporting to the Store Manager, your main focus as Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each customer.…
Added 13 hours ago
GD
DYNAMITE - Seasonal Sales Associate - Chinook Centre
Groupe Dynamite
Calgary, AB
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 14 hours ago
LC
Beauty Manager, Hourly Part Time Day
Loblaw Companies Limited
London, ON
- Part-time
Work in conjunction with the Associate-Owner and Front Store Manager
Added 14 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 15 hours ago
P
Retail Operations Manager
PetSmart
Ottawa, ON
- Full-time
PetSmart’s Process Lead (Retail Operations Lead) has shared responsibility to drive operational excellence in our stores while upholding the company’s vision, mission, values, and strategy.…
Added 16 hours ago
Vape / Budtender PT
True North Construction Company
Timmins, ON
True North Cannabis’ sales associate role is to help all guests - novice and veteran - navigate the wide world of recreational cannabis and vape. As a sales associate you are passionate and…
Added 16 hours ago
WG
Yard Associate
WGI Group
Nanaimo, BC
- $25.77 to $26.77 CAD / hour
- Full-time
…being part of a hardworking team? We're looking for a Yard Associate to help keep our operations running safely and efficiently. In this hands-on role, you'll work with forklifts, mobile…
Added 18 hours ago
WC
(CAN) Consumables Associate
Walmart Canada
Toronto, ON · Scarborough, ON
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 18 hours ago
WC
Directs Store Delivery Associate
Walmart Canada
Amherst, NS
- Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 19 hours ago
G
Account Manager, Major Accounts
GoodWork.ca
Vancouver, BC
- Full-time
Our four core values of innovation, integrity, community, and environment drive our daily operations and long-term strategic goals.
Added 19 hours ago
GD
GARAGE - Operations Team Leader FT - Sherway Gardens
Groupe Dynamite
Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Store Manager, your main focus as Operations Team Lead is to maximize company sales and profitability by maintaining stockroom organization and by managing inventory…
Added 20 hours ago
C
Toronto Eaton Centre Sales Associate
Claire's
Toronto, ON
- $17 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.

BMO

Client Service Associate, BMO Nesbitt Burns

Calgary, AB, Canada
CALG, Canada

$38,000.00 - $72,000.00 · Full-time

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Job details

Pay: $38,000.00 - $72,000.00
Job type: Full-time
Apply by: Oct 31, 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 2, 2026

Original job description

Application Deadline:

10/30/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

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.

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.

Please note that this role may be eligible to receive a monthly discretionary bonus.

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 associate supports Investment Advisors with daily administration, client relationship management, and the execution of trades and account maintenance. They also coordinate marketing activities, prepare portfolio reviews, and ensure compliance with regulatory and bank policies.

Requirements

Candidates should have 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Proficiency in compliance practices and the ability to obtain necessary licensing for the jurisdiction are required.

Skills

Client service
Investment administration
Portfolio management
Relationship management
Trade execution
Regulatory compliance
Financial planning
Account maintenance
Marketing coordination
Data management
Problem solving
Communication skills
Team collaboration
Mentoring
Technology support

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Discretionary bonus

Visa sponsorship

Not detected in the job text

Keywords

BMO Nesbitt Burns
Investment Advisor
Wealth Management
Client Service
Portfolio Rebalancing
Regulatory Compliance
Sales Administration Manual
Trade Processing
Insurance Products
Group Products
Trust and Estate Services
Retirement Planning
Account Opening
Asset Monitoring
Client Database
Marketing Initiatives
Financial Services
Banking
Client Retention
Investment Advice

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