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Added 6 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 6 mins ago
LH
2600002939 - Registered Nurse
Lakeridge Health
Ajax, ON
- Internship
…and volunteers, Lakeridge Health is a place where the best people want to start, grow, and finish their careers in health care. We are focused on fostering an environment that’s inclusive,…
Added 6 mins ago
CN
Electrical Engineer
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
Supervising Engineers and Design Representatives as assigned by the Engineering Manager.
Added 6 mins ago
FO
Communications Officer, Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Through our unique mix of funding, resources and training, GMF is enhancing the quality of life for people in Canada by accelerating a transformation to sustainable and resilient…
Added 6 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 6 mins ago
CN
Manager, Construction Oversight
Canadian Nuclear Laboratories
Port Hope, ON
- Full-time
…Apply today! Our Port Hope location is seeking a Construction Manager to oversee multiple remediation and construction projects within the Port Hope Area Initiative…
Added 6 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 6 mins ago
NR
Industrial Technology Advisor - Various domains
National Research Council Canada / Conseil national de recherches Canada
Montreal, QC
- Full-time
Recent and extensive industrial business experience as an entrepreneur or senior manager in one or more of the following technological domains:
Added 6 mins ago
B
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 6 mins ago
CI
Payroll Manager
CyberX Info System
Mississauga, ON
- Full-time
Possessing deep payroll experience, and a track record of successful team leadership, you have worked within global Payroll teams (Canada & US) in growing organizations. During that time,…
Added 6 mins ago
CI
Project Manager Hybrid- CIBC
Compugen Inc
Toronto, ON
- Full-time
…and collaboration, Compugen helps organizations delivering experience by design. This is what it means to be human-centered and…
Added 6 mins ago
VB
Sr Specialist - Project Estimating & Cost Control
Vale Base Metals
Toronto, ON
- Full-time
This is a permanent position reporting to the Sr. Manager, Project Controls - Canada and supporting Vale Base Metals' Canadian studies portfolio. The role serves as the technical leader for…
Added 6 mins ago
FB
Assistant Meat Manager
Farm Boy Inc.
Brantford, ON
- $21 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 6 mins ago
G
Planner & Scheduler - Services
Graham
Fort McMurray, AB
- Full-time
Reporting to the Site Manager, the Planner/Scheduler plays a key role in supporting the successful planning, scheduling, and execution of construction projects by developing and maintaining…
Added 6 mins ago
SI
Quality Control Technician
SNDL Inc.
Kelowna, BC
- Full-time
Supporting the Quality Manager with additional tasks as needed
Added 6 mins ago
HI
Accounting and Compliance Manager
HUB International
Chilliwack, BC
- $100,000 to $130,000 CAD / year
- Full-time
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who…
Added 6 mins ago
PC
Digital Assurance & Transparency Manager
PwC Canada
Calgary, AB
- Full-time
As a Digital Assurance & Transparency Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 6 mins ago
DU
Remotely Operated Vehicle (ROV) Technician
Dalhousie University
Halifax, NS
- Full-time
Undergraduate degree in marine biology, engineering, oceanography, or related field, with a minimum two years of experience operating and maintaining ROVs, side scan sonar, and related…
Added 6 mins ago
PC
Digital Assurance & Transparency Manager
PwC Canada
Vancouver, BC
- Full-time
As a Digital Assurance & Transparency Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 6 mins ago
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
Experience with pumps, pipe, hose, equipment rental, civil construction, utilities, municipal infrastructure, dewatering, bypass pumping, or related field services.
Added 6 mins ago
SH
Building Manager
Sandman Hotel Group
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…management. Our well-known and loved brands have been bringing people together to celebrate unforgettable experiences across Canada, the US, Ireland, and the UK for over 50 years. As…
Added 6 mins ago
NT
People Business Partner
Novarc Technologies Inc.
Burnaby, BC
- $85,000 to $100,000 CAD / year
- Full-time
Role Summary: The People Business Partner is a hands-on people partner to Novarc's people managers and employees, combining practical advice with day-to-day people operations. This role…
Added 6 mins ago
FB
Assistant Produce Manager
Farm Boy Inc.
Hamilton, ON
- $21 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 6 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 7 mins ago
School Bus Monitor
Musqueam Indian Band
Vancouver, BC
We are traditional hən̓q̓əmin̓əm̓ speaking people. Today, we are a strong, growing community of over 1,300 members. We live on a small portion of our traditional territory, known as the…

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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