Find work in Canada.

572,925 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
B
Senior Strategic Partnerships Manager
Booxi
Montreal, QC
- Full-time
Pour y arriver, on cherche un·e Senior Strategic Partnerships Manager qui fera de nos partenaires un moteur de croissance. On pense aux éditeurs POS, clienteling et commerce avec qui on…
Added 8 mins ago
P
Technical Program Manager
PointClickCare
Mississauga, ON
- Full-time
…significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top…
Added 8 mins ago
Trades Helper
Public Service Delivery
Brandon, MB
Under general direction of the Facility Manager or designate, the Trades Helper (TRH) is responsible for the labour supporting the delivery of the planned maintenance program and unplanned…
Added 22 mins ago
IG
Managing Director
Interroll Group
ON · Ontario, Canada
- Full-time
Collaborate with Production Manager to plan, schedule, and forecast customer orders.
Added 22 mins ago
WC
Fashion Department Manager
Walmart Canada
Dawson Creek, BC
- Full-time
Position Summary...The Fashion Department Manager plays a key leadership role in bringing the fashion departments to life each day. By leading and supporting fashion associates, this role…
Added 22 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Williams Lake, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 22 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Williams Lake, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 22 mins ago
TE
National Accounts Coordinator - GTA
TK Elevator
Toronto, ON · Scarborough, ON
- Full-time
Involved with or providing support to sales across Canada with submission of proposals to assigned National Account customers
Added 22 mins ago
F
Production Supervisor
Factor_
Mississauga, ON
- Full-time
…Laird Distribution Center. You will report to the Production Manager and will be responsible for overseeing our Plating and Fulfillment processes and scheduling as well as ensuring product…
Added 22 mins ago
JW
Bilingual Customer Service Representative
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Full-time
Communicate to the accounts, Territory Managers, and Key Account Managers all pertinent
Added 22 mins ago
JW
Customer Service Representative
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Contract
Communicate to the accounts, Territory Managers, and Key Account Managers all pertinent
Added 22 mins ago
AE
Regional Sales Manager
ACIC Equipment USA Inc.
Brantford, ON
- Full-time
…pharmaceutical companies worldwide for over 50 years, supporting drug development, manufacturing, and market launch. The company delivers turnkey equipment solutions that maximize…
Added 22 mins ago
RI
Pest Control Technician
Rentokil Initial
Milton, ON
- $41,000 to $43,000 CAD / year
- Contract
…quality. We support our self-motivated team's professional development and personal goals with an environment that provides ongoing training, financial incentives for excellence, and…
Added 22 mins ago
A
Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
…required. May facilitate workshops/sessions to support the capture manager in development of the win…
Added 22 mins ago
WC
(CAN) GM Lead Department Manager
Walmart Canada
Markham, ON
- Full-time
…partnership with the General Merchandise and Fashion Assistant Manager and ensure a high level of customer service and while ensuring task…
Added 23 mins ago
Accounting Manager
Maximizer Services Inc.
Vancouver, BC
…towers with an additional 50 in various stages of planning and development. Concord is committed to a multitude of neighbourhoods and city-wide community sponsorships and charities. It has…
Added 23 mins ago
Project Manager
ATS Automation
Cambridge, ON
Partnership with ATS account manager to manage the customer
Added 23 mins ago
C
Bid Manager
CDW
Toronto, ON
- Full-time
The Bid Manager leads CDW Canada’s largest and most complex proposal pursuits, serving as the central point of strategy and coordination for high-profile opportunities critical to the…
Added 37 mins ago
FA
Sales Coordinator
Flair Airlines
Toronto, ON
- Full-time
…growth across the airline’s network. Reporting to the Sales Manager, the Sales Coordinator provides administrative and operational support for sales initiatives, commercial programs, and…
Added 38 mins ago
PH
Clinic Support Assistant
Providence Healthcare
Vancouver, BC
- Other
…client-focused healthcare experience. Reporting to the Patient Care Manager (or designate), the Clinic Support Assistant plays a vital role in supporting the delivery of high-quality,…
Added 38 mins ago
MH
Global Business Development Representative Manager
Maya HTT
Remote, Canada
- Full-time
- Remote
We are looking for a Global Business Development Representative Manager to lead Maya HTT’s business development capability across geographies and commercial motions. This role will…
Added 53 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 53 mins ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Gather, verify, and update client financial information required for planning and account administration
Added 53 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 53 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,…

BMO

Client Service Associate, BMO Nesbitt Burns

Calgary, AB, Canada
CALG, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 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

Application Deadline:

11/29/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

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

The associate supports Investment Advisors with daily administrative tasks, client portfolio maintenance, and trade execution. They are also responsible for managing client relationships, coordinating marketing activities, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Proficiency in compliance practices, financial planning, and strong communication skills are essential for this role.

Skills

Investment management
Client service
Portfolio administration
Trade execution
Regulatory compliance
Financial planning
Relationship management
Data management
Reporting
Mentoring
Problem solving
Communication skills
Team collaboration
Risk management
Administrative support

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

Wealth management
Investment advisors
BMO Nesbitt Burns
Portfolio reviews
Account maintenance
Trade processing
Regulatory requirements
Client database
Risk management framework
Sales administration
Financial planning
Retirement planning
Insurance products
Trust and estate services
Compliance
Asset rebalancing
Client onboarding
Marketing coordination
Investment expertise
Professional development

Report this job