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Added 3 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 3 hours ago
E
Principal Product Manager - Identity Threat Detection and Response
Elastic
Canada
- Full-time
We’re looking for a Principal Product Manager to guide the vision, strategy, and execution for Identity Threat Detection and Response (ITDR) within Elastic Security. Attackers not only…
Added 4 hours ago
LT
IT Service Professional
LMI Technologies
Burnaby, BC
- Full-time
Working as part of our global IT team and reporting directly to the IT Service Manager at our Burnaby head office, your mission is to maintain peak operational workflow for our staff by…
Added 5 hours ago
HH
ELV Coordinator
HSC Holdings Inc
Richmond Hill, ON
- Full-time
The ELV Coordinator is responsible for the accurate and timely administration of (ELV) files related to vehicle financing and leasing through BMW Canada. This role ensures full compliance…
Added 5 hours ago
BT
IT Support Administrator
Beanfield Technologies Inc.
Toronto, ON
- $70,000 to $90,000 CAD / year
- Full-time
We lead the way. We disrupt the industry by thinking differently, moving quickly, and taking ownership. We operate with a startup mentality and believe in building and investing in our own…
Added 8 hours ago
C
Field & Infusion Nurse (RPN/LPN)
Cencora
Belleville, ON · Bowmanville, ON · ON
- Part-time
Participate regularly in team web-based meetings/training sessions with the Business Area Manager, RNE and Nurse Champion to maintain and enhance professional practice standards.
Added 8 hours ago
A
Regional Service Agent
Allstate
Thunder Bay, ON
- Full-time
Our team is growing, and we are actively looking to hire Regional Service Agent! Reporting to the Manager, Regional Service, you will be responsible to answer service and billing inquiries…
Added 9 hours ago
CC
Retail Shift Leader
Canna Cabana
Hamilton, ON · Rymal, Hamilton, ON
- $19 to $21 CAD / hour
- Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 9 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
ON · Ontario, Canada
- Full-time
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…
Added 9 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
BC · British Columbia, Canada
- Full-time
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…
Added 9 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
AB · Alberta, Canada
- Full-time
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…
Added 10 hours ago
CC
Retail Shift Leader
Canna Cabana
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Added 10 hours ago
LH
Physiotherapist, New Graduate
Lifemark Health Group
High River, AB
- Full-time
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Added 11 hours ago
CC
Retail Shift Leader
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Sherwood Park, AB · Sherwood Dr, Sherwood Park, AB
- Part-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 11 hours ago
CI
Senior Analyst, Nuclear Safety Analysis
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Ottawa, ON
- Full-time
Join a growing team where you’ll lead nuclear safety and licensing work, partner directly with clients, and contribute to projects shaping Canada’s nuclear future.
Added 11 hours ago
E
Workday Associate Engagement Manager
ERPA
Canada
- Full-time
Our Associate Engagement Manager provides support to our Engagement Managers on implementations, AMS and Phase X projects. This role is responsible for all aspects of project delivery and…
Added 11 hours ago
TH
Business Operations Manager
Teumo Health Technologies Inc.
Vancouver, BC
- Full-time
Company Description Teumo Health Technologies Inc. is focused on building dynamic digital health ecosystems that transform healthcare delivery for specialized populations. The company’s…
Added 11 hours ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
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…
Added 11 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
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…
Added 11 hours ago
HI
Project Manager, Private Equity and M&A Advisory
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Calgary, AB
- Full-time
As an Project Manager, Private Equity and M&A Advisory, you will serve as the primary point of contact and process lead on engagements, managing the full due diligence process from kickoff…
Added 12 hours ago
CC
Retail Shift Leader
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- Full-time
Licensing: High Tide continues to push cannabis culture forward through fresh partnerships and license agreements under the Famous Brandz™ name.
Added 12 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 12 hours ago
FN
Associate Mortgage Underwriter, Third Party Residential Underwriting-NBBP
First National Financial LP
Toronto, ON · East York, ON
- Full-time
Manager and Team Lead, Third Party Residential Underwriting-NBBP
Added 12 hours ago
TB
Heating & Cooling Technician
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AB · Alberta, Canada
- Full-time
Reporting to the Maintenance Manager, the Maintenance Technician’s primary responsibility is to perform maintenance activities, including installing, inspecting, replacing, and repairing…
Added 12 hours ago
T
Personal Banking Associate
TD
Winnipeg, MB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…

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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