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Added 3 mins ago
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Property Manager
BGIS
Regina, SK
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 3 mins ago
B
Bilingual Lease Analyst (FR/ENG)
BGIS
Toronto, ON
- Full-time
Supports the Property Manager in operational issues
Added 3 mins ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Gather, verify, and update client financial information required for planning and account administration
Added 3 mins ago
SE
Account Manager / Gestionnaire de comptes
Siemens Energy
Montreal, QC
- Full-time
The Account Manager is responsible for driving profitable sales growth and market share for Siemens Energy Grid Technologies Portfolio (high-voltage products including transformers,…
Added 3 mins ago
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General Repair Technician
BGIS
Barrie, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 3 mins ago
JP
Strategic Account Manager - Oncology
JAMP Pharma Group
Toronto, ON
- Full-time
We are hiring a Strategic Account Manager - Oncology
Added 3 mins ago
CI
Payroll Manager
CyberX Info System
Mississauga, ON
- Full-time
…States. Working a hybrid schedule, you will serve as the Payroll Manager within a small and fast paced payroll and HR Administration Team providing support to employee populations across…
Added 3 mins ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
…Analyst, Middle Office. Under the supervision of the Senior Manager, Middle Office, the selected candidate will provide support to the traders & sales team within the fixed income…
Added 3 mins ago
HI
Accounting and Compliance Manager
HUB International
Chilliwack, BC
- $100,000 to $130,000 CAD / year
- Full-time
The Accounting & Compliance Manager leads a team of accounting professionals responsible for supporting insurance brokerage and enterprise accounting operations within the HUB Financial…
Added 3 mins ago
EL
Account Manager and Business Development
Electromega Ltée/Ltd
Oakville, ON
- Full-time
Reporting to the President and Chief Executive Officer, the Account Manager is responsible for the company's sales and business development. The Account Manager will develop and maintain…
Added 3 mins ago
Field Manager - Service
Enercare
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The Field Manager is responsible for managing a team of field based technicians or installers delivering high quality maintenance/repair/installs of HVAC appliances including Furnaces, Air…
Added 3 mins ago
Executive Receptionist
State Window Corporation
Vaughan, ON
Perform administrative functions within the corporate Uber platform, including user account management, trip monitoring, reporting and other dashboard-related tasks;
Added 3 mins ago
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Industrial Electrical Account Manager
Guillevin
AB · Edmonton South
- Full-time
The Industrial Electrical Account Manager is responsible for developing and maintaining strong customer relationships while driving sales growth within the industrial electrical market.…
Added 3 mins ago
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Infrastructure Solution Architect
LotusFlare
Toronto, ON
- Full-time
Design network topology, connectivity, and IP address plans for multi-account AWS environments and customer interconnects: AWS Direct Connect, site-to-site VPNs, routing policies, firewalls…
Added 3 mins ago
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Account Manager, Business
Desjardins
Levis, QC
- 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…
Added 18 mins ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
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.
Added 18 mins ago
LS
FP&A Customer Success Manager
Limelight Software
Toronto, ON
- Full-time
We’re looking for a Customer Success Manager with a strong FP&A background to help customers get lasting value from Limelight.
Added 18 mins ago
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Production Supervisor *** Superviseur, production
Aliaxis
Edmonton, AB · CA - Edmonton - Plant (PVC)
- Full-time
This role will be based in our plant in Edmonton, Alberta and report to the Production Manager.
Added 18 mins ago
IG
Production Supervisor *** Superviseur, production
IPEX Group
Edmonton, AB · CA - Edmonton - Plant (PVC)
- Full-time
This role will be based in our plant in Edmonton, Alberta and report to the Production Manager.
Added 18 mins ago
General Accountant – Accounts Payable
Real Estate Council of Ontario
Toronto, ON
The role requires strong accounts payable experience, including invoice processing, employee expense claims, vendor account management, prepaid expense schedules, accrued liabilities,…
Added 18 mins ago
Audio Artist III - FC
Electronic Arts
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…audio are prerequisites. You will report to the Development Manager and work with the Audio leads. If this sounds like you – submit your application and join us on this…
Added 33 mins ago
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Customer Success Manager
Haystack
Canada
- Full-time
We're hiring for a Customer Success Manager to lead a regional team focused on driving engagement, adoption, and retention across a large volume of enterprise accounts. This leadership…
Added 33 mins ago
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Credit Analyst
thyssenkrupp
ON · Ontario, Canada
- $75,000 USD / year
- Full-time
Assist with customer disputes and account resolution activities.
Added 33 mins ago
Y
Business Development_L3 Software (LIMS & QMS) Solutions
Yokogawa
NB · Chiasson Office, NB
- Full-time
◆ Customer Relationship Management / Account Management
Added 33 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…

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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