Find work in Canada.

576,714 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
L
5794 - 3rd Key
Lids
Timmins, ON
- $18.45 USD / hour
- Part-time
Achieve revenue growth through customer service.
Added 13 mins ago
HV
Financial Controller
Hilton Vancouver Downtown
Vancouver, BC
- Full-time
Hilton Vancouver Downtown is a 206-room full-service hotel in the heart of downtown Vancouver, steps from Robson Street and the city’s sports and entertainment district. We’re hiring a…
Added 13 mins ago
BG
Foreman Service - Material Handling
Brandt Group of Companies
Winnipeg, MB
- Full-time
The Foreman responsible for the daily organization and dispatch of technicians, providing quality repair for the Service department to achieve maximum efficiency and productivity, while…
Added 13 mins ago
AK
Sales & Marketing Coordinator
Arctic Kingdom
Canada
- Full-time
…by its core values: Expertise, Collaboration, Excellence in Service, and Respect for Place &…
Added 13 mins ago
F
Technical Co-founder - AI Workforce for Law Firms
FutureSight
Canada
- Full-time
…that successfully deploy trusted AI workers into professional-service verticals over the next 18 months have an opportunity to define entirely new categories. We intend to be one of…
Added 13 mins ago
CG
Chef Manager
Compass Group Canada
Burnaby, BC
- Full-time
Think you have what it takes to be our Chef Manager? We’re committed to hiring the best talent for the role. Here’s how we’ll know you’ll be successful in the role.
Added 13 mins ago
E
Senior Recruiter, GandA Marketing
Elastic
Canada
- Full-time
Increase your impact - We match up to $2000 (or local currency equivalent) for financial donations and service
Added 13 mins ago
TH
Overnight Freight Associate 6 Month Contract Part Time - TORONTO YORKDALE
The Home Depot Canada
Toronto, ON
- Part-time
…pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and order…
Added 13 mins ago
NH
INTAKE OUTREACH WORKER
Northern Health - BC
Prince George, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, the Intake/Outreach Worker is responsible for providing harm reduction-based supports, information,…
Added 13 mins ago
B
Bilingual Lease Analyst (FR/ENG)
BGIS
Toronto, ON
- Full-time
Supports the Property Manager in operational issues
Added 13 mins ago
P
Account Representative (Ontario)
PCCA
London, ON
- Full-time
…responding to account concerns and local opportunities. Coordinate service, order and operational resolution with Sales Support, Operations or the Sales Support Manager without becoming the…
Added 13 mins ago
P
Account Representative (Alberta, British Columbia, Saskatchewan, Manitoba)
PCCA
Calgary, AB
- Full-time
…responding to account concerns and local opportunities. Coordinate service, order and operational resolution with Sales Support, Operations or the Sales Support Manager without becoming the…
Added 13 mins ago
C
Pharmacy Clerk
Co-op
Vermilion, AB
- Full-time
…Vermilion, AB. This position would not only provide daily customer service within the Pharmacy but also support clientele with Alberta Aids to Daily Living (AADL) services. Reporting to the…
Added 13 mins ago
C
Gas Bar Multi-Site Manager - Red Deer - Central Alberta Co-op
Co-op
Red Deer, AB
- Full-time
…Support Centre in Red Deer, Alberta. As a Gas Bar Multi-Site Manager, you are reporting to the Division Manager and will be responsible for sales, margin, expenses, inventory and SPEH of…
Added 13 mins ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Hamilton, ON
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 13 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 13 mins ago
SD
Team Lead Pharmacist
Shoppers Drug Mart
London, ON
- Full-time
As a member of the MediSystem Site Operations Supervisory Team, reporting directly to the Operations Manager, the Pharmacist Team Lead will play a critical role to meet established quality…
Added 13 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 13 mins ago
Accountant, Research Financial Services - REPOST
University of Guelph
Guelph, ON
Reporting to the Sr. Manager, Research Financial Support, the Accountant, Research Financial Support will ensure proactive support is provided to researchers in the daily management of…
Added 13 mins ago
C
Account Manager
Croesus
Laval, QC · Montreal, QC
- Full-time
The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.
Added 13 mins ago
P
Maintenance Technician
Precinmac
Milton, ON
- $22 to $24 CAD / hour
- Full-time
Reports To: Maintenance Supervisor/Maintenance Manager
Added 13 mins ago
W
(CAN) Cashier
Walmart
Coquitlam, BC
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 13 mins ago
W
(CAN) Customer Service Manager
Walmart
Kamloops, BC
- Part-time
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 this role, you lead…
Added 13 mins ago
W
(CAN) Consumables Associate
Walmart
Quesnel, BC
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 13 mins ago
W
(CAN) Customer Service Manager
Walmart
Cold Lake, AB
- Part-time
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 this role, you lead…

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