Find work in Canada.

318,801 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
LC
Independent Living Support (ILS) Assistant
L'Arche Canada Inc.
Wolfville, NS
- Full-time
…opportunities for personal growth and leadership. More than a job, the L’Arche Homefires offers an exceptional and life-changing adventure in friendship, mutual relationships, and…
Added 3 mins ago
GH
RPN Primary Care Float
Group Health Centre
Sault Ste. Marie, ON
- $28.96 to $31.32 CAD / hour
- Full-time
- Temporary
Update patient records to reflect changes in medical history, medications, allergies, and other relevant details.
Added 3 mins ago
YO
EarlyON Supervisor Quality and Experience
YMCA of Three Rivers
Kitchener, ON · ON
- Up to $75,000 CAD / year
- Contract
(Please refer to the additional information section for details)
Added 3 mins ago
BG
Draftsperson
BV GLAZING
Niagara Falls, ON
- $70,000 to $90,000 CAD / year
- Full-time
Creates accurate and professional working shop drawings consisting of system details, floor plans, elevations with assistance and direction from Drafting Supervisor / Managers using AutoCAD…
Added 3 mins ago
CH
Housekeeper
Canadian Hostelling Association
Banff, AB
- Up to $18.34 CAD / hour
- Temporary
This job is more than changing beds and doing laundry; it’s about being part of a team, that is proud of the high standards we set to ensure our hostel is clean and welcoming for our guests.
Added 18 mins ago
IC
Commercial Service and Installation Technician
Intek Communications Inc.
Toronto, ON
- Full-time
Job Board / Commercial Service and Installation Technician
Added 18 mins ago
UA
Software Engineer Intern - QuantumBlack, AI by McKinsey at McKinsey & Company
UCI-OC Alliance
Engineer, BC
- Volunteer
You are viewing a preview of this job. Log in or register to view more details about this job.
Added 19 mins ago
WL
Technical Counter Sales Representative
Wainbee Limited
Cowichan 1, BC
- Full-time
A stable, full-time job at a company that has been in business since 1957.
Added 19 mins ago
P
Transaction Services Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
…the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards…
Added 1 hour ago
NC
Team Lead, Personal Lines Sales
NFP Corp
Calgary, AB
- Full-time
Job Details: Full-Time, Permanent Position, Current Vacancy
Added 1 hour ago
PC
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
…the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards…
Added 1 hour ago
R
Senior Payment Escalation Officer
RBC
Vancouver, BC
- Full-time
Added 1 hour ago
R
Principal Product Manager, AI Solutions
RBC
Vancouver, BC
- Full-time
Added 1 hour ago
R
2027 Capital Markets, Global Equities, Algorithmic Trading Developer (16 Months, Co-op)
RBC
Toronto, ON
- Full-time
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. RBC supports pay transparency and we strive to ensure all pay…
Added 1 hour ago
R
2027 Capital Markets, Global Equities, AI Engineer (16 Months, Co-op)
RBC
Toronto, ON
- Full-time
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. RBC supports pay transparency and we strive to ensure all pay…
Added 1 hour ago
R
2027 Capital Markets, Global Equities, Quantitative Trading Analyst (16 Months, Co-op)
RBC
Toronto, ON
- Full-time
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. RBC supports pay transparency and we strive to ensure all pay…
Added 1 hour ago
CN
Infant Toddler Child Care Worker Full-Time, Term Certain (Mat leave) Internal/External Job Posting #CH20-26-01
Collingwood Neighbourhood House Society (Official)
Renfrew, ON
- Full-time
…currently authorized to work in Canada, CNH will not consider your job application. As per the Collingwood Neighbourhood House Human Resources Policies and Procedures, all factors being…
Added 1 hour ago
MS
Scaffold Engineer in Training (EIT)
Matakana Scaffolding Inc
Burnaby, BC
- Full-time
Prepare structural calculations, engineering reports, design details, and technical documentation under the guidance of Professional Engineers.
Added 1 hour ago
MT
Professional Services Consultant
Manx Telecom Enterprise
Permanent North American Gaeltacht, ON
- Full-time
Job Details: Professional Services Consultant
Added 1 hour ago
CC
St. Paul - Temporary Contract Merchandiser
Coca-Cola Canada Bottling Limited
AB · Blackfoot, AB
- Part-time
Coke Canada has a culture of learning, and we offer several channels to support your development, including on-the-job training and a library of free courses for just-in-time learning.
Added 1 hour ago
WC
Technologist, Breast Imaging
Women's College Hospital
Toronto, ON · Greater Toronto Area, Canada
- $40.43 to $49.7 CAD / hour
- Full-time
…Hospital, please report it immediately by providing the relevant details to WCH Job Advertisement Fraud Reporting…
Added 1 hour ago
H
Senior Software Engineer, Machine Learning
hive.co
Remote, Canada
- Full-time
- Remote
Added 1 hour ago
LC
Bakery Commercial Clerk Part Time Afternoon
Loblaw Companies Limited
Grand Manan, NB
- Part-time
…your career, re-entering the workforce, or looking for a new job, this is where you belong. We have opportunities for hard working, enthusiastic and reliable people just like…
Added 1 hour ago
NF
Produce Clerk Part Time Day
No Frills
Fredericton, NB
- Part-time
…your career, re-entering the workforce, or looking for a new job, this is where you belong. We have opportunities for hard working, enthusiastic and reliable people just like…
Added 1 hour ago
NF
Meat Department Manager Part Time Day
No Frills
Chemainus, BC
- Part-time
…your career, re-entering the workforce, or looking for a new job, this is where you belong. We have opportunities for hard working, enthusiastic and reliable people just like…

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