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Added 48 mins ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
Added 1 hour ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
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…
Added 2 hours ago
M
Manager, National Tax Services
MNP
Markham, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 2 hours ago
M
Manager, National Tax Services
MNP
Toronto, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 5 hours ago
C
Vice President Human Resources
Confidential
Toronto, ON
- $250,000 to $330,000 CAD / year
- Full-time
Lead, inspire and develop a team of 24 HR professionals across business partnering, talent acquisition, total rewards, HR operations, and learning and development
Added 8 hours ago
SM
Audit Supervisor
Soren McAdam LLP
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Added 9 hours ago
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- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 13 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Joliette, QC
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 14 hours ago
M
Manager, National Tax Services
MNP
Mississauga, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 16 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
St. John's, NL
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 17 hours ago
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Evening ECE Instructor
Oxford International
Halifax, NS
- $26,208 USD / year
- Part-time
The PT Hybrid ECE Instructor (evenings) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE…
Added 18 hours ago
M
Manager, National Tax Services
MNP
Ottawa, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 18 hours ago
OI
Evening ECE Instructor
Oxford International Education Group
Halifax, NS
- $26,208 USD / year
- Part-time
The PT Hybrid ECE Instructor (evenings) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE…
Added 18 hours ago
OI
ECE Instructor
Oxford International
Halifax, NS
- $59,280 USD / year
- Full-time
ECE Instructor (full-time) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE Program;…
Added 18 hours ago
NB
Banking Advisor
National Bank of Canada
Blainville, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 18 hours ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 18 hours ago
OI
ECE Instructor
Oxford International Education Group
Halifax, NS
- $59,280 USD / year
- Full-time
ECE Instructor (full-time) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE Program;…
Added 19 hours ago
T
Senior Personal Banker - Home Borrowing
TD
Brampton, ON
- Full-time
Added 19 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…administration, and operational excellence within a fast-paced investment advisory practice. The ideal candidate is proactive, collaborative, and comfortable managing multiple priorities…
Added 19 hours ago
T
Tax Estate Planner
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Montreal, QC
- Full-time
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Added 19 hours ago
T
Senior Personal Banker Trainee – Home Borrowing
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Toronto, ON
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Added 19 hours ago
T
Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory (Canada) (5181)
TD
Toronto, ON
- Full-time
We are looking for a Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory to join our team in Canada. The ideal candidate must have compliance experience in the…
Added 19 hours ago
T
Manager, Business Compliance Oversight, Global Asset Management (5427)
TD
Toronto, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning…
Added 20 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Edmonton, AB
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 22 hours ago
D
Account Manager, Business
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC · Complexe Desjardins Montréal
- Full-time
As a business account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and…

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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