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Added 13 mins ago
SN
Registered Dietitian (In-Person or Virtual)
S&R Nursing Homes
Cambridge, ON
- Part-time
Routine communication with administration, physicians, the allied health team, food services and Nutrition Manager.
Added 13 mins ago
SN
Registered Dietitian
S&R Nursing Homes
Kitchener, ON
- Part-time
Routine communication with administration, physicians, the allied health team, food services and Nutrition Manager.
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Project Manager I
Sanya’k̓ula
Vancouver, BC
- Full-time
…responsibility shared by everyone at PHSA’s Agencies/Divisions/Services, and as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position.…
Added 13 mins ago
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Project Manager I
Sanya’k̓ula
Vancouver, BC
- Full-time
…responsibility shared by everyone at PHSA’s Agencies/Divisions/Services, and as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position.…
Added 13 mins ago
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Project Manager I
Sanya’k̓ula
Burnaby, BC
- Full-time
…responsibility shared by everyone at PHSA’s Agencies/Divisions/Services, and as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position.…
Added 13 mins ago
HT
Senior Program Manager
HomeWorks Trenton
Change Islands, NL
- Full-time
The Senior Program Manager manages HomeWorks' Program Department, leading the planning, design, implementation, and evaluation of scholar programming. Grounded in HomeWorks' mission and…
Added 13 mins ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area.
Added 13 mins ago
Junior Accountant - Research Financial Support
University of Guelph
Guelph, ON
Research Financial Services provides assistance and guidance to meet the financial administrative requirements of sponsored research awards. We prepare financial reports for research awards…
Added 13 mins ago
Store Manager
UFA Co-operative Ltd.
Spruce Grove, AB
At UFA, our Store Managers are more than retail leaders. They are business operators, community ambassadors, and people leaders who play a critical role in supporting local producers, rural…
Added 27 mins ago
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Territory Manager - Healthcare
Linde
Fredericton, NB
- Full-time
The Territory Manager identifies and develops sales opportunities by visiting key (targeted) physicians and referral sources to promote the company's products and services, conduct product…
Added 27 mins ago
DU
Groundskeeper
Dalhousie University
Halifax, NS
- Full-time
Reporting to the Environmental Services Manager, Groundskeepers perform horticulture, landscape, grounds, waste management, recycling, furniture moves and set-ups, snow clearing and…
Added 27 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 27 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 27 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 27 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 27 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 27 mins ago
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Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 27 mins ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Abbotsford, BC
- Part-time
We provide housing and a range of support services to adults with low or no income who have few, if any, housing or support options. Because the people we serve have challenges meeting…
Added 27 mins ago
GB
General Maintenance Worker, Waterfront
George Brown Polytechnic
Toronto, ON
- Full-time
…this land as treaty people who learn, work, and live in the community with each…
Added 27 mins ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Abbotsford, BC
- Full-time
We provide housing and a range of support services to adults with low or no income who have few, if any, housing or support options. Because the people we serve have challenges meeting…
Added 27 mins ago
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Full-Time l Front Office Supervisor l Aloft Vaughan Mills
Silver Hotel Group
Vaughan, ON
- Full-time
Lead the day-to-day operation of Guest Services in the absence of the Front Office Manager, ensuring a smooth and efficient guest experience.
Added 27 mins ago
LH
Job Title Outreach Worker
Lookout Housing + Health Society
Duncan, BC
- Internship
The Outreach Worker reports to the Designated Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society including following Lookout’s Code of…
Added 27 mins ago
Tax Manager - Private Tax - Toronto
EY
Toronto, ON
As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to private organizations and high net…
Added 27 mins ago
Registered Nurse, ENT Clinic
Nova Scotia Health and IWK Health
Halifax, NS
Familiarity with community services, programs and processes for children and youth with complex airway needs preferred.
Added 27 mins ago
3rd Class Power Engineer - Maintenance and Operations
Nova Scotia Health and IWK Health
Kentville, NS
Nova Scotia Health is more than the province's largest provider of health services; we're a team driven by excellence in health, healing and learning. Across hospitals, health centres and…

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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