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Process Manager***Gestionairre de processus
Aliaxis
CA - Pharmacy - Plant (EXT)
- Full-time
We currently have an exciting opportunity as a Process Manager. This role will be based at our manufacturing plant in Scarborough, Ontario and report to the Plant Manager.
Added just now
IG
Process Manager***Gestionairre de processus
IPEX Group
CA - Pharmacy - Plant (EXT)
- Full-time
We currently have an exciting opportunity as a Process Manager. This role will be based at our manufacturing plant in Scarborough, Ontario and report to the Plant Manager.
Added 14 mins ago
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Assistant Store Manager
WINS (Women In Need Society)
Calgary, AB
- Full-time
The Assistant Store Manager is a key position within the store environment and performs a wide variety of duties under the direction of the Store Manager. In the absence of the Store…
Added 14 mins ago
HI
Product Owner ( Spanish Speaker )
HRbrain Inc.
Toronto, ON
- Full-time
The incumbent acts as a Sr. Product Manager and manages the design and deployment front-line tools and solutions across our international markets for retail and small business segments. As…
Added 14 mins ago
BE
Product Manager – Tech Accessories & Hardware
Blu Element
Montreal, QC
- Full-time
At Blu Element, the Product Manager is the driving force behind our hardware and accessory roadmap. While our Product Lead shapes the portfolio vision and high-level strategy, you will be…
Added 14 mins ago
TW
Manufacturing Continuous Improvement Specialist
TPD® Workforce Solutions
Abbotsford, BC
- $80,000 to $110,000 CAD / year
- Full-time
…growing team in a newly created role. Working closely with the Operations Manager, you’ll help build on existing improvement initiatives, standardize processes, improve labour efficiency,…
Added 15 mins ago
TS
LC Associate CONV - Associé(e), centre logistique (LC)
TD SYNNEX Canada ULC
Richmond, BC
- Full-time
…of logistics duties as assigned by lead hand, supervisor or Manager to ensure operational…
Added 15 mins ago
GD
GARAGE - Store Manager - Les Avenues Vaudreuil
Groupe Dynamite, Inc Garage
Vaudreuil-Dorion, QC · Vaudreuil, Quebec
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 15 mins ago
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Store Manager - Smart Centres Woodstock
Reitmans (Canada) Ltée/Ltd
Woodstock, ON
- Full-time
Reporting to the Regional Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 15 mins ago
PC
Digital Assurance & Transparency Senior Associate
Pwc Canada
Vancouver, BC
- Full-time
…internal systems. We focus on the design, documentation, and operations of controls around the financial reporting process, including financial business process and Information Technology…
Added 30 mins ago
Delivery Driver/Pharmacy Clerk
Neighbourly Pharmacy
Meadow Lake, SK
Carry out additional duties and responsibilities as assigned by the Pharmacy Manager.
Added 30 mins ago
Maintenance Coordinator YYZ
AirSprint
Mississauga, ON
…Service, People, and Community are ingrained throughout our operations and culture. The Maintenance Coordinator plays a key operational role in maintaining the airworthiness, reliability,…
Added 30 mins ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 30 mins ago
TC
Culinary Management | Kitchen Manager | Assistant Kitchen Manager
The Canadian Brewhouse
Grande Prairie, AB
- Full-time
…training of all team members in every aspect of our back-of-house operations. This collaborative approach ensures mutual support and positions you for seamless advancement when the path to…
Added 30 mins ago
TC
Restaurant Management | Assistant General Manager | Service Manager
The Canadian Brewhouse
Prince George, BC
- $18.25 CAD / hour
- Full-time
Assistant General Manager Role Responsibilities:
Added 30 mins ago
TC
Restaurant Management | Assistant General Manager | Service Manager
The Canadian Brewhouse
Leduc, AB
- Full-time
Assistant General Manager Role Responsibilities:
Added 44 mins ago
HI
Change Analyst
HRbrain Inc.
Toronto, ON
- Full-time
…of 10 members, including Change Managers, a Communications Manager, and two Communications Specialists. Historically, the team has been communications-heavy (newsletters, intranet content,…
Added 44 mins ago
MP
Maintenance Manager
Mauser Packaging Solutions
Langley (District), BC · City of Langley, BC
- Full-time
Accountable to recognize and bring forward to improvement opportunities to the operations manager.
Added 44 mins ago
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Responsable de projets - Expériences Fever Originals
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Montreal, QC
- Full-time
…travailleras avec tous les départements de Fever, du Marketing aux…
Added 44 mins ago
RE
Project Estimator
Rising Edge Group
AB · Edmonton, AB
- Full-time
…that power critical infrastructure across North America. With operations in both Canada and the United States, we partner with clients across the electrical utilities, renewable energy, and…
Added 44 mins ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
Maintain detailed knowledge of investment process and products to effectively respond to Investment Manager queries
Added 59 mins ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Contract
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 59 mins ago
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Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…issues that affect their business transactions, investments, and…
Added 59 mins ago
WC
(CAN) OMNI Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 59 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Cold Lake, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…

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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