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Added 1 hour ago
J
Registered Nurse
Jobbe
Quispamsis, NB
- Part-time
Part-Time Customer Service Associate - Bilingual
Added 6 hours ago
A
Character Rigger 4 [AQ-20646]
Aquent
Vancouver, BC
- $58 to $63 CAD / hour
- Contract
Experience working with a leading game engine, demonstrating practical application of rigging within a real-time environment.
Added 8 hours ago
ST
Financial Business Services Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
- Full-time
Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes. More than 13,000…
Added 10 hours ago
ME
Retail Store Associate (Flex)
Mountain Equipment Company
Ottawa, ON
- $19.18 to $19.89 CAD / hour
As a Flexible Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 14 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Part-time
Alternative combination of education and Experience may be considered.
Added 14 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
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…
Added 16 hours ago
MJ
Draftsperson
Manufacturing Job Site
Oxford, NS
- Full-time
…maintains organized and clean work areas, and effectively manages time in a fast-paced environment. They possess solid organizational skills, a strong sense of urgency, and the ability to…
Added 18 hours ago
SG
Facility Maintenance and Warehouse Associate
Superior Glove
Halton Hills, ON
- $24 to $26 CAD / hour
Do you put people first? Are you innovative? A self-starter? Adaptable? Like to have fun? You could be part of the Superior Glove Works team! If you enjoy working with your hands, are a…
Added 20 hours ago
B
Retail Sales Associate, Highland Sq
Bell
New Glasgow, NS
- Internship
Full benefits package and paid vacation for full-time and part-time employees
Added 20 hours ago
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Research Associate
UNSW
Montreal, QC
- Full-time
The Research Associate (Level A) is expected to contribute towards the Australian Research Council Laureate Fellowship project ‘Caves and their stalagmites: linking climate to groundwater…
Added 1 day ago
Retail Sales Associate Part Time
Moores Clothing
Victoria, BC
…inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their…
Added 1 day ago
NA
Account Manager, Group Benefits
NFP, an Aon company (Canada)
Kitchener, ON
- Full-time
…will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and…
Added 1 day ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · BC · West Vancouver Thrift Store
- Part-time
Alternative combination of education and Experience may be considered.
Added 1 day ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Regina, SK · Saskatoon, SK · Glencairn Thrift Store
- Part-time
Alternative combination of education and Experience may be considered.
Added 1 day ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Newmarket, ON
- Part-time
Alternative combination of education and Experience may be considered.
Added 1 day ago
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Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 day ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Investment Platform leads strategic investment management and platform initiatives from concept through implementation, ensuring projects deliver measurable business…
Added 1 day ago
Warehouse Associate
Sonepar
Surrey, BC
We are a member of the Sonepar Group, the world’s largest privately-held electrical distributor. The Sonepar Group is present in more than 40 countries with over 45,000 employees.
Added 1 day ago
Store Associate
Sherwin-Williams
Parksville, BC
Have at least one (1) year of experience working in a delivery, retail, or customer service position
Added 1 day ago
AH
Associate Physician - Diagnostic Imaging
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
We are seeking an Associate Physician (AP) to join the Foothills Medical Centre Interventional Radiology (IR) Hub. As an integral member of a highly specialized multidisciplinary team, the…
Added 1 day ago
TM
Operational Excellence Analyst
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
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Added 1 day ago
TM
Senior Fraud & AML Analyst
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
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Added 1 day ago
BH
Security Officer
BayCare Health System
St. Joseph's, NL · St Josephs, NL
- Full-time
Provide monitoring services to assure team member, patient and visitor safety
Added 1 day ago
SH
Diversity, Equity, Inclusion and Accessibility Associate - TFT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
The Associate for Diversity, Equity and Inclusion (DEI) will work collaboratively with the Program Manager, DEI and Manager, Patient Relations and Patient Experience to support the…
Added 1 day ago
SH
Transport Service Associate
Southlake Health Community
Newmarket, ON · Southlake Health
- Part-time
Job Category: Support/TradesHospital Location: Newmarket ONJob Type: Permanent, Part timeNumber of Positions: 1Union: SEIU SERVICEMinimum - Maximum Hourly Rate: $28.15 - $28.69

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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