Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
UW
Coordinator, Individual Donor Relations (Contract)
United Way Greater Toronto
Toronto, ON
- Full-time
Reporting to the Senior Manager, Individual Donor Relations, the Coordinator, Individual Donor Relations will provide process and project coordination and strategic support for the…
Added 3 mins ago
XI
Field Sales & Marketing Representative
Xplore Inc.
Canada
- Full-time
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager,…
Added 3 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Part-time
As a Famous Footwear Sales Lead, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store culture…
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
R
Store Manager - Fairview Pointe-Claire
RW&CO
Pointe-Claire, QC
- Full-time
Reporting to the District 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 3 mins ago
JP
Strategic Account Manager - Oncology
JAMP Pharma Group
Toronto, ON
- Full-time
Reporting to the National Sales Manager, Oncology, you will be accountable for delivering on sales objectives and executing strategic account plans across your assigned Canadian territory.
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
R
Assistant Store Manager - Promenades St-Bruno
RW&CO
Saint-Bruno, QC
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 3 mins ago
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
We are seeking a customer-facing Technical Inside Sales Representative to convert inbound Bypass opportunities into profitable work, managing smaller, less-complex projects from inquiry and…
Added 3 mins ago
Field Manager - Service
Enercare
Peterborough, ON
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
Showroom Manager
ROBINSON
Toronto, ON
Establish a plan for the Showroom to meet the budgeted sales targets and business development goals to increase market share
Added 3 mins ago
Consultant Business Systems
HSBC Global Services Limited
Toronto, ON
Work closely with the Team Lead/ Business Analyst/ Project Manager, assisting with the requirements gathering process and support business user’s queries
Added 3 mins ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
The Manager provides analytical expertise to deliver data-driven insights, modernize and automate processes, and build purpose-built quantitative tools that enhance the investment process…
Added 3 mins ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
The Manager provides analytical expertise to deliver data-driven insights, modernize and automate processes, and build purpose-built quantitative tools that enhance the investment process…
Added 3 mins ago
Postmaster - Corporate Provided Premises (Grade Office)
Canada Post - Postes Canada
Conche, NL
…The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal products and services to the public and businesses in the community. As…
Added 3 mins ago
SL
AVP, Emerging Risk Management & Strategic Risk Initiatives
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 3 mins ago
GF
Group Fitness Instructor - Hot Yoga - Brampton McLaughlin Corners West
GoodLife Fitness
Brampton, ON
- Part-time
Provides feedback to the General Manager when necessary, from themselves or Members, about schedules, studios, classes etc., and seeks ways to help ensure positive Member experiences and…
Added 3 mins ago
D
Manager
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers…
Added 3 mins ago
D
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 3 mins ago
CK
Subway Sandwich Artist - CSR
Circle K
Kitchener, ON
- Part-time
Notifies the Store Manager of any sales, cash or inventory discrepancy.
Added 18 mins ago
B
Senior Relationship Manager
BMO
Charlottetown, PE
- Full-time
Senior Relationship Manager, Commercial Banking, Diversified Industries
Added 18 mins ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 18 mins ago
B
Personal Banking Associate
BMO
Vancouver, BC
- Full-time
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Added 18 mins ago
B
Mortgage Specialist
BMO
Markham, ON
- Full-time
…reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full…
Added 18 mins ago
B
Customer Service Representative
BMO
Trail, BC
- Part-time
Basic knowledge of specialized sales and business banking solutions to refer to specialists.

BMO

Client Service Associate, BMO Nesbitt Burns

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job