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Added 3 mins ago
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Manager, Community Platform Operations
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
As Manager, Community Platform Operations, you’ll help build a safer, more trusted experience across AMA Marketplace and AMA Community. Reporting to the Director, Marketplace Exchange,…
Added 3 mins ago
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Manager, Community Platform Growth
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
As Manager, Community Platform Growth, you’ll help grow AMA’s two-sided Marketplace by bringing more trusted service providers, sellers and consumers together. Reporting to the Director,…
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Manager Engineering
Manulife
Waterloo, ON
- Full-time
As a Manager Engineering, you will lead technology teams in delivering secure, reliable, and user-centered solutions that support business objectives. You will translate technical and…
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Gestionnaire des installations / Facility Manager
JLL
Dorval, QC · Montreal, QC · CAN-CLIENT Montreal-Pharmascience - Royalmount (RMT)
- Full-time
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best,…
Added 3 mins ago
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Guest Experience Associate | Formula Fig Ossington
Formula Fig
Toronto, ON
- Part-time
The Guest Experience Associate will report to the Fig Bar Manager and work cross-functionally with the other business units.
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Senior Data Warehouse Developer
Calgary Homeless Foundation
Calgary, AB
- Full-time
Reporting to the Manager, Data Analytics & Business Intelligence, the Senior Data Warehouse Developer is responsible for developing and optimising CHF’s Data Warehouse, and associated…
Added 3 mins ago
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Site Manager
BEST - For A Cleaner World
AB
- Full-time
BEST - For a Cleaner World is a leader in providing premier services in both custodial and maintenance services, to a prestigious and loyal client base. Our Purpose is to create a positive…
Added 3 mins ago
4A
Regional Fixed Operations Manager - Ottawa
401 Auto
Ottawa, ON · Kanata, Ontario
- Full-time
The 401 Group of Companies, is proud to be recognized as one of Canada's fastest growing Elite Business Management Groups offering a full line of automotive, recreational vehicle,…
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…
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IT Services Specialist
Genesys
Toronto, ON
- Full-time
Genesys IT is seeking an IT Services Specialist to join our AMER team in Toronto. This hands-on L2/L3 role provides advanced technical support and a high-quality employee technology…
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Salesforce Technical Lead
Finning
Surrey, BC
- Full-time
Reporting to the Software Delivery Manager, the Salesforce Technical Lead is responsible for leading a Salesforce delivery team in the design, development, testing, and release of scalable…
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Senior Supply Chain Analyst
Freedom Mobile
North Vancouver, BC
At Freedom, we’re proud to be leaders in a movement that brings affordable wireless services to Canadians – we’re always on the lookout for go-getters that are committed to disrupt the…
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Senior Manager, Collateral & Margining Technology (Capital Markets Technology)
Scotiabank
Toronto, ON
The Senior Manager, Collateral & Margining Technology (Capital Markets Technology) is responsible for the strategic direction, leadership, and oversight of the global technology…
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Manager, Estates and Trusts - Ottawa
Scotiabank
Ottawa, ON
The Manager, Estates and Family Trust provides strategic and operational leadership to the Estates and Family Trust function within Global Wealth Management, supporting MD Financial…
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Senior Delivery Manager
Scotiabank
Toronto, ON
The Senior Delivery Manager, Enterprise Delivery Office supports Director-level leadership in the end-to-end management of projects within the Enterprise Delivery Office (EDO) Software…
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Senior Manager, Strategic Sourcing
Scotiabank
Toronto, ON
…across complex, enterprise-wide categories within Corporate Services, with a primary focus on Travel and Employee Transportation. As Senior Manager, Corporate Services Sourcing, you will…
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Cyber Security Analyst
AltaLink
Remote, Canada
- Full-time
- Remote
Communicate effectively with representatives of the Lines of Business, technology specialists, and vendors.
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Assistant Manager, Member Services - Cloverdale Branch
Coast Capital Savings
Surrey, Brit
…diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll use your many skills to lead a team of Member Service Representatives in providing Coast…
Added 18 mins ago
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Project Manager - PL#60248
Peter Lucas Project Management Inc.
Dartmouth, NS
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for an experienced Project Manager to join our team.
Added 18 mins ago
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Project Manager - PL#60248
Peter Lucas Project Management Inc.
Halifax, NS
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for an experienced Project Manager to join our team.
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Manager, Royal Mutual Funds Inc (RMFI) Surveillance
RBC
Toronto, ON
- Full-time
As Manager, RMFI Trade Surveillance, you will act as a senior member in the team to lead the daily and periodic reviews of sales and trading activities in Canada to detect potential…
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Occupational Therapist - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general direction of the Health Services on Elgin Manager, the incumbent is responsible for the provision of clinical occupational therapy service delivery and community…
Added 18 mins ago
Engineering Analyst, Nuclear Industry
BWXT
Cambridge, ON
…of skills to support our work in the markets that drive our business and welcome candidates from all backgrounds and life stages who are passionate about making a…
Added 18 mins ago
Marketing Manager, Gerber
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
…agility, courage, and trust to find solutions that benefit the business or greater good. We’re a team of changemakers, who are curious and challenge the status quo, that take risks that…
Added 18 mins ago
Marketing Manager, Nido
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
…agility, courage, and trust to find solutions that benefit the business or greater good. We’re a team of changemakers, who are curious and challenge the status quo, that take risks that…

BMO

Client Service Associate, BMO Nesbitt Burns

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 3, 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: Nov 3, 2026

Original job description

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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.
The range below reflects the BMO enterprise range. The expected base pay range for this position is: $40,000 - $42,400

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.5x

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

Support Investment Advisors and their teams with client service, account administration, trade processing, portfolio review coordination, and day-to-day branch operations. Maintain client relationships, coordinate marketing and client events, support team members, and follow risk, compliance, privacy, and regulatory requirements.

Requirements

Typically requires 3–5 years of relevant experience, related certification or an equivalent combination of education and experience, along with advanced knowledge of investment and sales administration processes. Candidates need applicable branch or jurisdiction licensing and certification, and should have knowledge of compliance, trade processing, and financial or retirement planning; insurance, group products, and trust and estate knowledge are assets.

Skills

Client Service
Investment Administration
Investment Process Knowledge
Sales Administration
Compliance
Trade Processing
Financial and Retirement Planning
Account Maintenance
Portfolio Review Coordination
Marketing Coordination
Risk Management
Problem Solving
Communication
Organization
Team Collaboration

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisors
BMO Nesbitt Burns
BMO Private Wealth
Client Service
Wealth Management
Investment Management
Private Banking
Wealth Planning
Trust and Estate
Portfolio Reviews
Account Maintenance
New Account Setup
Asset Transfers
Registered Accounts
Non-Registered Accounts
Client-Initiated Trades
Trade Processing
Sales Administration Manual
Proprietary Products
Compliance
Risk Management Framework
Risk Appetite
Regulatory Requirements
Financial Planning
Retirement Planning
Insurance Products
Group Products
Client Database
Marketing Activities
Client Events

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