Find work in Canada.

336,820 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
ON · Mississauga, ON
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 1 min ago
BG
CSA
Brandt Group of Companies
ON · Mississauga, ON
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 1 min ago
SL
Material Handler
Saskatchewan Liquor & Gaming Authority (SLGA)
Regina, SK
- $22.98 to $29.24 CAD / hour
- Part-time
…a Material Handler within the Supply Chain and Distribution Branch. We are hiring for two types of schedules – a weekly fixed position working Sunday, Monday and Tuesday (a total of 24…
Added 1 min ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 1 min ago
B
Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…supervisory framework of BMO Nesbitt Burns. Working closely with Branch Managers, Investment Advisors, Associate Investment Advisors, Compliance, and operational partners, you will help…
Added 15 mins ago
BG
Field Service Technician - Peterbilt
Brandt Group of Companies
Saskatoon, SK
- Full-time
Maintain current product knowledge specific to equipment and industry standards relevant to the branch location.
Added 15 mins ago
LA
Lead Solution Architect
Legislative Assembly of Ontario / Assemblée législative de l’Ontario
Toronto, ON
- Full-time
…embody our organizational values within our Information Services Branch. As a valued member of our team, reporting directly to the Manager, Digital Solutions, you will collaborate closely…
Added 16 mins ago
QD
Sales Manager, Star Building Materials
Qualico Developments Canada Ltd.
Nisku, AB
- Full-time
Reporting to the Director, Branch Operations, as the Sales Manager, you analyze the marketplace to develop sales targets and tactics; and effectively coach and lead the Sales force in…
Added 46 mins ago
C/
Manager, IT Service Management/Gestionnaire, Gestion des services de TI
CATSA / ACSTA
Ottawa, ON
- $105,978 to $132,472 CAD / year
- Full-time
The Canadian Air Transport Security Authority (CATSA) has 1 (one) exciting indeterminate opportunity within the Technology branch at the CATSA Headquarters.
Added 46 mins ago
EJ
Senior Branch Compliance Officer - Insurance
Edward Jones
Mississauga, ON
- $86,000 to $146,400 CAD / year
- Full-time
The Senior Branch Compliance Officer - Insurance will have the opportunity to make a meaningful impact on the firm's compliance culture, strengthen risk management practices, and help…
Added 46 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 46 mins ago
T
Personal Banking Associate - O'Brien, Ville Saint Laurent (Part-time, 18.75h/week)
TD
Montreal, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 46 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 46 mins ago
T
Personal Banking Associate Trainee
TD
Perth, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
HI
Auto Mobile Advisor
HUB International
Duncan, BC
- Full-time
As an Auto Mobile Advisor, reporting to the Branch Manager, you will build, serve, and maintain relationships with clients and local dealerships throughout the community to provide diverse…
Added 1 hour ago
R
Account Manager
REXEL
Kitchener, ON
- $65,000 to $75,000 CAD / year
- Full-time
As the Account Manager based in Tri City (Kitchener, Waterloo, and Cambridge), you will develop strategies to increase sales growth in our existing customer database. Reporting to the…
Added 1 hour ago
R
Account Manager
REXEL
London, ON
- $65,000 to $75,000 CAD / year
- Full-time
As the Account Manager based in London, ON you will develop strategies to increase sales growth in our existing customer database. Reporting to the Regional Sales Manager, you will also…
Added 1 hour ago
AP
Pest Control Technician
Abell Pest Control
Lloydminster, AB · Lloydminster, SK
- Full-time
Reporting to the Branch Manager, The Pest Technician will be responsible for conducting thorough inspections to a variety of business including residential homes. They identify pest…
Added 1 hour ago
R
Client Advisor
RBC
Smooth Rock Falls, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 1 hour ago
AU
HR Specialist
Alsco Uniforms
Edmonton, AB
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 1 hour ago
AU
HR Specialist
Alsco Uniforms
Surrey, BC
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 1 hour ago
T
Directeur de comptes, Services bancaires aux PME
TD
Montreal, QC · Saint-Laurent, QC
- Full-time
Account Manager, Small Business (Territory : Cote Vertu, Saint-Laurent )
Added 1 hour ago
MV
Talent Acquisition Specialist
Mount Valley Foundation Services
Burlington, ON
- Full-time
Advises hiring manager of recruiting best practices, HR compliance, company policies and departmental procedures
Added 1 hour ago
Child & Youth Volunteer CBY
YMCA of Southwestern Ontario
London, ON
Location: Centre Branch YMCA, 382 Waterloo Street, London, ON N6B 2N8
Added 1 hour ago
T
Personal Banking Associate
TD
Toronto, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…

BMO

Client Service Associate, BMO Nesbitt Burns

Calgary, AB, Canada
CALG, Canada

$38,000.00 - $72,000.00 · Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job