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Added 28 mins ago
TT
Operational Performance Specialist (13921)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $91,109.2 to $113,895.6 CAD / year
- Full-time
…safe, reliable, efficient, and accessible mass public transit service through a seamless integrated network to create access to opportunity for…
Added 28 mins ago
NB
Manager Administrative Support
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Manager Administrative Support in the Commercial and Private Banking 1859 – Real Estate Financing sector of the National Bank means contributing to our transformation towards…
Added 28 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…providing businesses with high speed Internet access, private network services, IPv4 address leasing, optical transport services and data center colocation services. Cogent's…
Added 28 mins ago
Team Lead, Test Technician
Dana Incorporated
Boucherville, QC
…equipment manufacturers and the aftermarket with local product and service support through a network of nearly 100 engineering, manufacturing, and distribution…
Added 43 mins ago
Area Manager II, YYZ4
Amazon
Brampton, ON
Our WW Operations network delivers millions of packages and smiles to Amazon customers every day. We are looking for motivated, customer-focused individuals who want to join our team as an…
Added 43 mins ago
Area Manager II, Canada Operations
Amazon
Brampton, ON · Cambridge, ON · Hamilton, ON · Ottawa, ON · St. Thomas, ON
Our WW Operations network delivers millions of packages and smiles to Amazon customers every day. We are looking for motivated, customer-focused individuals who want to join our team as an…
Added 43 mins ago
UH
Senior Manager, UHN West Park Assessment Centre
University Health Network
Toronto, ON
- Full-time
The Senior Manager, Assessment Centre is responsible for providing strategic and operational leadership for the UHN West Park Assessment Centre. Reporting to the Senior Director – Altum…
Added 43 mins ago
A
Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
…Business Line teams, this role will lead the development and delivery of compliant, compelling, and high-quality proposals, qualifications, and pre-positioning materials for priority…
Added 43 mins ago
A
Civil / Environmental Engineer
AECOM
Burnaby, BC
- $75,000 to $105,000 CAD / year
- Full-time
Providing leadership and project manager expertise in support of ongoing remediation and waste management projects, including the review of work scopes and client deliverables
Added 58 mins ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
…Xplore is building a world-class fibre optic and 5G wireless network to enable innovative broadband services for better every day rural living, for today and future…
Added 58 mins ago
A
Civil/Environmental Engineer
AECOM
Burnaby, BC
- $75,000 to $105,000 CAD / year
- Full-time
Providing leadership and project manager expertise in support of ongoing remediation and waste management projects, including the review of work scopes and client deliverables
Added 1 hour ago
M
Manager, Customer Protection
Metrolinx
Canada
- Full-time
The Customer Protection Services division is seeking a Manager, Customer Protection that will manage and provide oversight customer protection officer services (CPS) operations program and…
Added 1 hour ago
B
Manager - BMO Insurance Social & Brand
BMO
Toronto, ON · YNG
- Full-time
Works with creative agencies, vendors and internal partners to support the development and delivery of brand and social assets.
Added 1 hour ago
A
Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
…Business Line teams, this role will lead the development and delivery of compliant, compelling, and high-quality proposals, qualifications, and pre-positioning materials for priority…
Added 1 hour ago
FA
Sales Coordinator
Flair Airlines
Toronto, ON
- Full-time
…distribution partners support revenue growth across the airline’s network. Reporting to the Sales Manager, the Sales Coordinator provides administrative and operational support for sales…
Added 1 hour ago
MI
Advisor, Last Mile Optimization Ontario
Metro Inc.
Toronto, ON · Etobicoke, ON
- Full-time
Reporting to the Manager, Last Mile Optimization, the Advisor, Last Mile Optimization contributes to the operational performance, service quality, and continuous improvement of eCommerce…
Added 1 hour ago
Consultant Business Systems
HSBC Global Services Limited
Toronto, ON
…Services Limited. Operating in Toronto, HGCA is part of a global service company, delivering services to support the operating entities of HSBC Group. We have different capabilities that…
Added 1 hour ago
L
Infrastructure Solution Architect
LotusFlare
Toronto, ON
- Full-time
…foundation for the company’s main offering, the LotusFlare Digital Network Operator® Cloud. LotusFlare DNO™ Cloud is a digital commerce and monetization managed service that serves as a…
Added 2 hours ago
B
Senior Manager, Credit Risk Learning
BMO
Toronto, ON · FCP
- Full-time
May network with industry contacts to gain competitive insights and best practices.
Added 2 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…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…
Added 2 hours ago
B
Mortgage Specialist
BMO
Markham, ON
- Full-time
…and support and will be able to build your existing referral network with our competitive referral programs to achieve your full…
Added 2 hours ago
TP
Early Childhood Development Manager
Trimark People Solutions
Alert Bay, BC
- Full-time
We are seeking a dedicated and community-focused Early Childhood Development (ECD) Manager to lead the ‘Na̱mǥis ECD Team in developing and implementing services for parents and children…
Added 2 hours ago
L
Infrastructure Solution Architect
LotusFlare
Toronto, ON
- Full-time
…foundation for the company’s main offering, the LotusFlare Digital Network Operator® Cloud. LotusFlare DNO™ Cloud is a digital commerce and monetization managed service that serves as a…
Added 2 hours ago
SH
Registered Nurse (N2) - Obstetrics, Gynecology and Neonatology Resource Team
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a shared commitment to excellent and equitable health…
Added 2 hours ago
A
Finance Manager - Acura of Hamilton
AutoCanada
Hamilton, ON
- $70,000 to $120,000 CAD / year
- Other
A Financial Services Manager in a dealership environment oversees and manages the dealership's finance and insurance operations. They work closely with customers to offer financing options,…

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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