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Added 13 mins ago
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Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
AECOM’s Canada Water marketing team is seeking an experienced marketing lead to support the pursuit and win of strategic water-sector opportunities across Canada. Working closely with…
Added 28 mins ago
FM
Quality Engineer
Fresenius Medical Care
Richmond Hill, ON
- Full-time
Hybrid position requiring a minimum of 1-3 days/week in the office at the discretion of the manager.
Added 29 mins ago
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Optical Networks Market Insights Manager
Nokia
Ottawa, ON
- Full-time
5-8 years of experience in Business Operations, Program Management, Strategy, Sales Operations, Marketing Operations, or a related business function.
Added 58 mins ago
HR
Life Cycle Support Analyst
Hitachi Rail
Toronto, ON
- Full-time
A career at Hitachi Rail will help create a legacy. With operations in every corner of the world, our work goes to the cutting-edge of digital transformation and technology. From the…
Added 58 mins ago
A
Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
AECOM’s Canada Water marketing team is seeking an experienced marketing lead to support the pursuit and win of strategic water-sector opportunities across Canada. Working closely with…
Added 58 mins ago
C
Administrator, Media Solutions (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 58 mins ago
OP
Coordinator, Specialty Leasing
Oxford Properties Group
Mississauga, ON
- Full-time
…Leasing department and other internal teams such as Legal, RDC, Marketing, and Operations. Ensure clear communication of updates, inquiries, and tenant…
Added 58 mins ago
SL
Human Resources Manager
Schill Landscaping and Lawn Care Services LLC
London, ON · Woodstock, ON
- $80,000 to $115,000 CAD / year
- Full-time
The successful Human Resources Manager will effectively bridge the HR team to Operations, has integrity, takes pride in their work, is reliable, has follow through and understands the value…
Added 1 hour ago
SE
Sales Manager, Canada 1
Samsung Electronics
Toronto, ON
- Full-time
Our mission is to empower customers to grow by taking ownership of their marketing journey, with rigorous follow-through and solutions that drive results. We operate with integrity,…
Added 1 hour ago
MH
Global Business Development Representative Manager
Maya HTT
Remote, Canada
- Full-time
- Remote
…a scalable commercial capability. work closely with Sales, Marketing, Pre-Sales, Product and Operations, while keeping the BDR team tightly aligned to sales priorities and qualified…
Added 1 hour ago
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Team Operations Lead
RBC
Vernon, BC
- Full-time
…Investment Management team, you will help manage business and operations within the team. You will play a key role in executing activities and client contact as per the portfolio manager’s…
Added 1 hour ago
Parts Manager, Nanaimo, BC
Velocity Vehicle Group
Nanaimo, BC
The Parts Manager oversees the daily operations of the Parts Department, ensuring budget goals are met, expenses are managed, and customer relationships are maintained. This role includes…
Added 1 hour ago
Duty Manager
Northland Properties
Richmond, BC
We are seeking a dynamic Manager on Duty to join our busy team. Our Managers understand the meaning of true Customer Service; they are professional, team-oriented, possess good work ethics…
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
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
…inquiry and quotation through follow-up, award, and handoff to Operations. Working with a senior outbound Technical Sales Representative and technical specialists, you will scope, size, and…
Added 1 hour ago
SH
Building Manager
Sandman Hotel Group
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
A Building Manager role is to conduct the day-to-day affairs of their respective building to ensure financial goals are met, the Tenant's needs are addressed, maintenance tasks are…
Added 1 hour ago
TG
Planet Fitness - Assistant General Manager - Lindsay
Taymax Group
Kawartha Lakes, ON · Lindsay, ON
- Full-time
We are looking for an Assistant Manager to join our team! As an integral member of our team, this position will be responsible for assisting in the oversight of club operations to ensure an…
Added 1 hour ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
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…
Added 1 hour ago
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Personal Banking Associate
BMO
Vancouver, BC
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 1 hour ago
LS
FP&A Customer Success Manager
Limelight Software
Toronto, ON
- Full-time
Collaborate with FP&A Consulting, Implementation, Support, Product, Engineering, Sales, Marketing, and Cloud Operations.
Added 1 hour ago
H
Life Cycle Support Analyst
Hitachi
Toronto, ON · (RSBU) Toronto
- Full-time
A career at Hitachi Rail will help create a legacy. With operations in every corner of the world, our work goes to the cutting-edge of digital transformation and technology. From the…
Added 1 hour ago
MI
Clinic Manager
Mindsession Intercultural Psychology
Montreal, QC
- Other
The scope includes managing daily operations, coordinating administrative staff and intake services, recruitment, improving systems and workflows, and managing projects. It also includes…
Added 1 hour ago
IS
Trade Compliance Manager
Iridian Spectral Technologies
Ottawa, ON
- Full-time
The Trade Compliance Manager will lead the Iridian Spectral Technologies compliance program and will be the main point of contact for the company’s Controlled Goods Program (CGP). In…
Added 1 hour ago
SE
Sales Manager, Canada 1
Samsung Electronics
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our mission is to empower customers to grow by taking ownership of their marketing journey, with rigorous follow-through and solutions that drive results. We operate with integrity,…
Added 1 hour ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Sarnia, ON
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.

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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