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Added 6 mins ago
TG
Project Manager (12 Months Contract)
TMX Group
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
The Project Manager, as a member of the PM Chapter is also responsible for ensuring the project management practice at TMX continues to improve by:
Added 6 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 6 mins ago
Administration - General Manager
Salit Steel
Fort Erie, ON
The General Manager oversees the complete commercial and operational lifecycle, from business development and procurement to fabrication, project management, and final delivery. By…
Added 6 mins ago
T
Assistant Branch Manager Trainee
TD
Brampton, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 6 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Cornwall, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Lasalle, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 mins ago
GF
Fitness Manager - Moncton Mapleton Centre
GoodLife Fitness
Moncton, NB
- Full-time
The Fitness Manager is responsible for developing their direct reports and growing the number of personal trainers, net Client gain, and serviced hours at their Club. The Fitness Manager…
Added 6 mins ago
TS
Truck Driver
The Salvation Army Canada and Bermuda Territory
Dartmouth, NS · Halifax, NS
- Full-time
Internal: Staff, management, volunteers, clients.
Added 6 mins ago
B
Project Manager
BGIS
Toronto, ON
- Full-time
The Project Manager plans and oversees the end-to-end delivery of assigned projects and ensures delivery within scope, budget and requirements.
Added 6 mins ago
NP
Human Resources Business Partner
NWI Precision
Toronto, ON · North York, ON
- $90,000 to $110,000 CAD / year
- Full-time
Build manager capability and reinforce accountability for addressing employee issues, meeting management responsibilities, and following established processes.
Added 6 mins ago
AS
Sales and Marketing Manager
All Seniors Care Living Centres
Oakville, ON
- Full-time
Follow up on leads promptly and maintain accurate records in the customer relationship management (CRM) system.
Added 6 mins ago
NF
Underwriting Manager, Commercial Lines Mid-Market Construction
Northbridge Financial Corporation
Vancouver, BC
- Full-time
What it’s like to be a Northbridge Underwriting Manager:
Added 21 mins ago
C
Relationship Manager, Commercial Banking (Rural Sask & Agriculture)
CIBC
Saskatoon, SK
- Full-time
…manage cash flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business…
Added 21 mins ago
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Full Time District Relief Pharmacist
Walmart
Mississauga, ON
- Full-time
The Relief Pharmacist assists the Pharmacy Manager and the Staff Pharmacist in all aspects of Pharmacy Operations.
Added 21 mins ago
B
Associate or Vice President, Global Markets
BMO
Montreal, QC · HO
- Full-time
…provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.…
Added 21 mins ago
B
Senior Relationship Manager
BMO
Edmonton, AB · Westlock, AB · Enbridge
- Full-time
Senior Relationship Manager, Commercial Banking
Added 21 mins ago
CO
Librarian 1 Children Youth Services
City of New Westminster
New Westminster, BC · Public Library, British Columbia
- Full-time
Reporting to the Manager of Programs and Community Development and under the supervision of the Librarian 2 Children and Youth Services, you will provide programs, public service,…
Added 21 mins ago
Executive Account Manager - BC/Alberta
Sterling Brokers
Canada
The Sterling Executive Account Manager (EAM) is assigned a portfolio of Sterling clients and serves as the primary relationship contact for those accounts. In this role, you are required to…
Added 21 mins ago
I
Mail Center Manager - Toronto Canada
iPostal1
Toronto, ON
- $20 to $24 CAD / hour
- Full-time
We are looking for a professional, upbeat Mail Center Manager to work in our Toronto, Ontario office in Canada. There will be a two-week paid training that starts on Day 1.
Added 21 mins ago
BS
Purchasing Agent
BVGlazing Systems
Concord, ON
- $50,000 to $60,000 CAD / year
- Full-time
Maintain professional relationships with the manufacturing, project management, Service department and accounting teams
Added 36 mins ago
C
Meat Manager - Melita
Co-op
Melita, MB
- Full-time
Reporting to the Store Manager, the Meat Manager is responsible for the overall management of the Meat department including Deli operations at the Melita Food Store.
Added 36 mins ago
C
Produce Manager (Chappelle Food Store) - North Central Co-op
Co-op
AB · Edmonton, AB
- Full-time
We invite applications for the position of Produce Manager to join our team at our Chappelle Food Store located in Edmonton, AB. Open availability is required.
Added 36 mins ago
P&
Account Manager
Power & Tel
Burlington, ON
- Full-time
Achieve sales and gross profit goals within a defined territory and/or market by proactively seeking new business opportunities within existing customer base & new leads.
Added 36 mins ago
AC
Talent Recruiter - Temporary
Air Canada
Dorval, QC
- Full-time
Reporting to Manager, Talent Acquisition, the Talent Recruiter will attract, engage, and recruit talent using various HR platforms and social media, building relationships networks.
Added 36 mins ago
B
Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
…professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated…

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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