Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 14 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 14 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 14 mins ago
FG
MANGO - Shift Lead- Yorkdale
Fox Group Canada Inc.
Toronto, ON · North York, Ontario
- Part-time
Maximize sales potential by coaching associates behaviors on the sales floor and in the back room
Added 14 mins ago
BB
Retail Sales Associate (Full Time)
Best Buy Canada
Pembina, AB
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 14 mins ago
BB
Retail Financing and Sales Associate (Seasonal)
Best Buy Canada
Downsview, ON
- Part-time
Join our team! We are hiring immediately for a retail financing and sales associate, which we call a financing advisor at Best Buy. As a retail financing and sales associate, you will help…
Added 14 mins ago
PC
Sales Associate - Michener Park
Plantlife Cannabis
AB
- Part-time
Proven experience as a sales advisor or in another guest service/sales role
Added 29 mins ago
B&
Seasonal Retail Sales Associate-Station Mall
Bath & Body Works
Sault Ste. Marie, ON
- $18.95 USD / hour
- Part-time
Join the team as a Seasonal Sales Associate this holiday and help spread the cheer! As a Seasonal Sales Associate, you will be the face of Bath & Body Works - understanding our customers’…
Added 30 mins ago
P
Part Time Flex Sales Associate
Pandora
London, ON
- Part-time
Flexible Sales Associate (Part-Time) is a role that fits your lifestyle. As a Flexible Staff Associate, you’ll jump in when it matters most (peak hours) to deliver incredible fan…
Added 30 mins ago
TT
Part Time Sales Associate Eastgate Square
The TJX Companies, Inc.
Hamilton, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 30 mins ago
G
Key Account Manager-Ontario
Galderma
Toronto, ON
- $94,400 to $118,000 CAD / year
- Full-time
The Associate Key Account Manager is a developmental sales leadership role designed to build future Key Account Management capability within Galderma. Reporting to the Senior Retail Sales &…
Added 30 mins ago
L
Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
…successfully opened the new branch in Saint John! With the support of several key people from head office and my DM, I am gracious for the opportunities that have been given to me in my…
Added 30 mins ago
AE
Aerie - Associate Selling Team Leader (Associate Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
As the full-time Associate Selling Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the business strategy and leading the daily operations of the store.…
Added 44 mins ago
CC
Retail Sales Associate
Canna Cabana
Ottawa, ON · Byward, Ottawa, ON
- $17.95 to $18.5 CAD / hour
- Part-time
Canna Cabana is actively seeking Part-Time Sales Associates who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 44 mins ago
AF
Branch Manager - Office 1722
Attain Finance
Saint John, NB
- Full-time
…successfully opened the new branch in Saint John! With the support of several key people from head office and my DM, I am gracious for the opportunities that have been given to me in my…
Added 44 mins ago
SI
Wireless Sales Consultant
Staples Inc.
Granby, QC
- Full-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 44 mins ago
Associate Director, Trade & Working Capital Solutions, Global Transaction Banking
Scotiabank
Toronto, ON
Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management…
Added 44 mins ago
Customer Experience Associate - Centerpoint Mall, North York, ON (22.50 hours/week)
Scotiabank
Toronto, ON · North York, ON
Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and…
Added 44 mins ago
Customer Experience Associate - Brentwood Shopping Centre, Burnaby BC (18.75hrs/week)
Scotiabank
Burnaby, BC
Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and…
Added 44 mins ago
TC
Retail Store Associate Temporary Part Time Winners
TJX Companies
Bridgewater, NS
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 44 mins ago
TC
Retail Store Associate Full Time Winners/Homesense - Trafalgar
TJX Companies
Oakville, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 45 mins ago
TC
Retail Store Associate Part Time Winners - Westwood Mall
TJX Companies
Port Coquitlam, BC · Coquitlam, British Columbia
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 45 mins ago
TC
Retail Store Associate Part Time Marshalls/Homesense - Manning Town Centre
TJX Companies
Edmonton, AB
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 59 mins ago
L
Commis(e) du comptoir postal, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
LinkedIn
Brossard, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 59 mins ago
MU
EVENTS COORDINATOR (BAND LEVEL 8)
Memorial University, Newfoundland and Labrador
St. John's, NL
- Full-time
Reporting to the Associate Director, Guest Accommodations/Conference and Event Services, the Events Coordinator will work as part of a collaborative team in the management, promotion,…
Added 59 mins ago
R-
Fashion Associate (Part time) - PENN
RCL - Reitmans Canada Ltd/Ltée
Orillia, ON
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…

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