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Added 2 mins ago
LH
2600002939 - Registered Nurse
Lakeridge Health
Ajax, ON
- Internship
…Best Health. and supported by a dedicated team of nearly 9,000 staff, physicians, and volunteers, Lakeridge Health is a place where the best people want to start, grow, and finish their…
Added 2 mins ago
B
Property Manager
BGIS
Regina, SK
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 2 mins ago
CN
Electrical Engineer
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
Supervising Engineers and Design Representatives as assigned by the Engineering Manager.
Added 2 mins ago
SH
Echocardiographer - Echocardiography *Repost*
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Part-time
Reporting to the Manager, the Echocardiographer will provide diagnostic testing and assist physicians in the diagnosis of patients with cardiac and associated disorders. This position will…
Added 2 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 2 mins ago
NR
Industrial Technology Advisor - Various domains
National Research Council Canada / Conseil national de recherches Canada
Montreal, QC
- Full-time
…driven to nurture it to the next level. We are increasing our staff across the country and our clients need engaged professionals to provide innovative advisory services to help them grow.…
Added 2 mins ago
CI
Payroll Manager
CyberX Info System
Mississauga, ON
- Full-time
…States. Working a hybrid schedule, you will serve as the Payroll Manager within a small and fast paced payroll and HR Administration Team providing support to employee populations across…
Added 2 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 2 mins ago
DU
Remotely Operated Vehicle (ROV) Technician
Dalhousie University
Halifax, NS
- Full-time
…coming from outside of the province. Our 6,000 faculty and staff foster a vibrant, purpose-driven community, that celebrated 200 years of academic excellence in…
Added 2 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 2 mins ago
PA
Group Administration & Operations Manager
Piteau Associates Engineering
North Vancouver, BC
- Full-time
We are seeking a Group Administration & Operations Manager to join our Team.
Added 2 mins ago
UO
Team Lead, VFMP Patient Program
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
The Team Lead, VFMP Patient Program reports to the VFMP Patient Program Manager with a dotted line to the Provincial Patient Program Manager for all functional work tasks that must align…
Added 2 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 2 mins ago
Client Service Representative-C0778
City of London
London, ON
Reporting to a Manager or designate, the Customer Service Representative performs a variety of customer service, reception and support duties within the Service Area.
Added 2 mins ago
Executive Receptionist
State Window Corporation
Vaughan, ON
Review Bell Mobility invoices on a monthly basis to check staff roaming charges;
Added 2 mins ago
Showroom Manager
ROBINSON
Toronto, ON
Dynamic customer service skills with the ability to train and mentor staff
Added 2 mins ago
Residential Building Attendant
Lookout Housing and Health Society
New Westminster, BC
The Building Attendant (BA) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code of…
Added 2 mins ago
TG
Planet Fitness - Assistant General Manager - Lindsay
Taymax Group
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Assist with Staff Management and provide backup support to Club Manager as needed.
Added 2 mins ago
MH
Licensed Practical Nurse - LPN
MU Health
Edmonton, AB
- Full-time
…work-life balance and a positive team environment, we empower our staff to enhance their skills, to foster growth and development with educational…
Added 2 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 2 mins ago
SC
Senior Accountant, Audit and Assurance
Stern Cohen LLP
Toronto, ON
- Full-time
…and will interact regularly with all Stern Cohen partners, staff, and…
Added 2 mins ago
FH
Registered Nurse, Intensive Care Unit (ICU), Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Full-time
Royal Columbian Hospital is conveniently located adjacent to the Sapperton SkyTrain station on the Expo Line1. This makes it easily accessible by public transit for both patients and staff.
Added 2 mins ago
FH
Registered Nurse, Transition Line (Specialty Nursing)
Fraser Health
Surrey, BC
- Full-time
Ability to communicate effectively with patients, families/care givers, the public, medical staff and members of the interprofessional care team using verbal, written and electronic…
Added 2 mins ago
Licensed Practical Nurse, Full Scope - Fellburn Care Centre
Fraser Health
Burnaby, BC
Our team of nearly 45,000 staff, medical staff and volunteers is dedicated to serving our patients, families and communities to deliver on our vision: Better health, best in health care.…
Added 17 mins ago
VC
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Sechelt, BC
- Full-time
Come work as a Community Health Worker with Vancouver Coastal Health (VCH)! Temporary staff housing may also be available. Apply today to speak to a Talent Acquisition Advisor!

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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