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Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
MB · Manitoba, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 2 hours ago
BU
Retail Relationship Banker
BMO U.S.
NB · New Brunswick, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 3 hours ago
BU
Retail Relationship Banker
BMO U.S.
PE · Prince Edward Island, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
Quebec, QC
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
SK · Saskatchewan, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
NL · Newfoundland and Labrador, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
AB · Alberta, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
NS · Nova Scotia, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
BC · British Columbia, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 4 hours ago
BU
Retail Relationship Banker
BMO U.S.
ON · Ontario, Canada
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 7 hours ago
KM
(sr) Branch Service Manager/Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions (Canada) Ltd.
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 7 hours ago
HS
Shipper/Receiver
Hercules SLR
AB · Edmonton, AB
- Full-time
Communicates directly with the Branch Manager on any department requirements for training, supplies or maintenance
Added 7 hours ago
K
Maintenance Mechanic / Millwright (Night Shift)
Knoll
Toronto, ON
- Full-time
Ensure all production and safety related issues are communicated to the Maintenance WTL/Manager and appropriate Operations WTL
Added 7 hours ago
TU
Graduate Management Trainee - Pembrokeshire
targetjobs UK
Pembroke, ON
- Full-time
…excellent training, our Management Trainees can progress to Branch Manager in one of our retail operations in as little as two years. In fact, most of our senior leaders began their careers…
Added 9 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 10 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 14 hours ago
WT
Finance Operations Manager
Water Treatment Equipment Co
Lloydminster, SK
- Full-time
As Finance Operations Manager, you will play a key leadership role in ensuring the financial strength, accountability, and sustainability that allows our team to deliver exceptional service…
Added 16 hours ago
W
Heavy Duty Technician - Fort McMurray Rotation
Wajax
Pasadena, NL
- Full-time
Communicate equipment servicing needs as required with Branch Supervisor/Manager.
Added 18 hours ago
MC
Retail Location Coordinator
Midwest co-operative services
Saugeen Shores, ON
- $21 to $25.5 CAD / hour
- Full-time
…Location Coordinator. Under the direction of the Retail Location Manager, the Retail Location Coordinator supports the daily operations of a single MCS retail location specializing in farm…
Added 18 hours ago
VI
Branch Manager
VPI INC.
Hamilton, ON
- Up to $72,100 CAD / year
- Full-time
The Branch Manager is responsible for the day-to-day operation of the branch and for ensuring key performance indicators, as set out internally by the organization and by the government…
Added 18 hours ago
WG
Yard Supervisor
WGI Group
Tillsonburg, ON
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the Branch Manager, the Yard Supervisor leads daily yard operations, ensuring safe and efficient loading, unloading, shipping, receiving and team performance.
Added 18 hours ago
WG
Branch Manager
WGI Group
ON
- $90,000 to $125,000 CAD / year
- Full-time
Reporting to the Senior Vice President, the Branch Manager has overall responsibility for the performance of the branch, including operations, production, sales and customer relationships,…
Added 19 hours ago
C5
Finance Operations Manager
Culligan 525SK
Lloydminster, SK
- $45,000 to $65,000 CAD / year
- Full-time
As Finance Operations Manager, you will play a key leadership role in ensuring the financial strength, accountability, and sustainability that allows our team to deliver exceptional service…
Added 21 hours ago
L
Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 23 hours ago
R
Team Operations Lead
RBC
Vernon, BC
- Full-time
The RBC Dominion Securities branch located in Vernon, BC is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as a Team Operations…

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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