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Added 7 mins ago
MD
Advisor, Global Growth & Product Strategy
MaRS Discovery District
Toronto, ON
- Contract
You bring recent, first-hand operating experience connecting product strategy, commercialization, engineering investment and execution. You will help leaders make practical decisions about…
Added 7 mins ago
U
Finance Intern (Bookkeeping & Financial Automation)
Univeris
Toronto, ON
- Internship
…financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit…
Added 22 mins ago
D
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins du Sud-Ouest de Montréal
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 22 mins ago
D
Client Financial Services Agent
Desjardins
Saint-Anselme, QC · Levis, QC · Caisse Desjardins de Bellechasse
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 51 mins ago
U
Finance Intern (Bookkeeping & Financial Automation)
Univeris
Toronto, ON
- $22 to $30 CAD / hour
- Internship
…financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit…
Added 51 mins ago
WR
Vice President, Real Estate Debt & Financing
Wealthy Recruiting
Montreal, QC
- Full-time
This is a highly visible and hands-on leadership position. The VP will serve as a key point of contact with banks, insurance companies, credit funds, private lenders, mortgage brokers, and…
Added 3 hours ago
EL
Contracting Specialist (TruStone Financial)
Empire Life
London, ON
- Full-time
…their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training,…
Added 5 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
…Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a…
Added 6 hours ago
A
Principal Network Engineer
Aviso
Vancouver, BC
- $135,000 to $145,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 19 hours ago
FC
Producteur bilingue, Affaires de la société / Corporate Affairs Producer Bilingual
Fidelity Canada
Montreal, QC
- Full-time
Added 20 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
…and Retirement landscape. Powered by Sterling, our regional insurance advisors work with local businesses where they are, recognizing the uniqueness of each region from coast to…
Added 1 day 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 1 day ago
EG
Corporate Accountant
Easton's Group of Hotels Inc.
Markham, ON
- $70,000 to $75,000 CAD / year
We are seeking an experienced Corporate Accountant to support a single family office in managing the full spectrum of investment accounting and reporting. The successful candidate will…
Added 1 day ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
…their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00…
Added 2 days ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…role responsible for Tier 1 daily supervisory activities for advisors registered with CIRO at Manulife Wealth Inc. The role is responsible for implementing an effective and efficient…
Added 2 days ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
clients and Investment Advisors by developing comprehensive financial plans
Added 2 days ago
MF
Senior Portfolio Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 2 days ago
Vice-Président / Vice-Présidente Finance et administration
Tink Profitabilité Numérique
Montreal, QC
Added 2 days ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 2 days ago
MF
Senior Administrative Assistant
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 2 days ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 2 days ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth…
Added 2 days ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 2 days ago
RJ
Senior Financial Planner
Raymond James
AB
- Full-time
Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…

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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