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Added 6 mins ago
Product Manager, Digital Banking (18 Month Contract)
EQ Bank | Canada's Challenger Bank
Toronto, ON
…Banking and working alongside senior management, the Product Manager is responsible for devising strategies and leading projects to optimize customer service via Equitable Bank’s digital…
Added 21 mins ago
P
Accounting Operations Specialist - payables
PixMob
Montreal, QC
- Full-time
Reporting to the Finance Manager Director, the Accounts Payable Operations Specialist plays a key role in the daily management of the full accounts payable cycle. This person ensures…
Added 21 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 21 mins ago
TT
Financial Controller
Torus Talent
Vancouver, BC
- Full-time
Overseeing day-to-day accounting operations and financial reporting.
Added 21 mins ago
EB
Product Manager, Digital Banking (18 Month Contract)
EQ Bank
Toronto, ON
- Contract
…Banking and working alongside senior management, the Product Manager is responsible for devising strategies and leading projects to optimize customer service via Equitable Bank’s digital…
Added 21 mins ago
CR
VP Controller
Clarity Recruitment
Newmarket, ON
- $190,000 to $200,000 CAD / year
- Full-time
Reporting to the President and leading an Accounting Manager, the VP Controller owns financial reporting, treasury, lender relationships and tax compliance across a multi-entity group.
Added 21 mins ago
NB
Senior Analyst Accounting
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Analyst in the NBF (National Bank Financial) Accounting and Regulatory Capital team at National Bank is to act as an expert in all matters related to regulatory…
Added 21 mins ago
NB
Senior Analyst Accounting and Regulatory Capital
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Analyst in the NBF (National Bank Financial) Accounting and Regulatory Capital team at National Bank is to act as an expert in all matters related to regulatory…
Added 21 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 21 mins ago
NB
FSO-ServiceNow Developer
National Bank of Canada
Montreal, QC
- Full-time
A career as a developer ServiceNow – Financial Services Operations (FSO) in National Bank's it demand Management team means working as a specialist in automating and optimising demand…
Added 21 mins ago
NB
Senior Analyst US Tax Operations
National Bank of Canada
Montreal, QC
- Full-time
Reporting to the Senior Manager of U.S. Tax Operations, you will be part of a team of 12 colleagues and play a key role in developing the sector's practises and quality.
Added 21 mins ago
Scotia Jarislowsky Fraser Governance & Operations Manager
Scotiabank
Montreal, QC
The Governance & Operations Manager is responsible for leading operational governance, risk management, regulatory oversight, and administrative excellence within an assigned market. This…
Added 21 mins ago
Sr. Manager, Finance
Chiesi Group
Toronto, ON
We are seeking a highly motivated and business-oriented Senior Manager of Finance to join our growing organization in Canada.
Added 21 mins ago
Cloud FinOps Manager
The Canada Life Assurance Company
Toronto, ON
Working alongside the FinOps team members, Manager, Cloud FinOps will be responsible for overseeing cloud financial operations, ensuring efficient financial management, optimizing…
Added 36 mins ago
T
Actuarial Analyst I - Project Development & Optimization
TD
Toronto, ON
- Full-time
Actively collaborating with different stakeholders within the company, such as Finance, Pricing, Reinsurance, Claims Operations and Analytics & Modelling
Added 36 mins ago
TE
Intern, Canada Gas Operations
TC Energy
North Bay, ON
- Full-time
…business support to a team of technical professionals and their manager. This opportunity will provide hands-on experience with budgeting and forecasting support, business reporting,…
Added 36 mins ago
T
Legal Counsel
Trulioo
Remote, Canada
- $130,000 to $150,000 CAD / year
- Full-time
- Remote
Collaborate with teams across Sales, Customer Success, Revenue Operations, Product and Finance to structure and negotiate new business deals.
Added 36 mins ago
CI
Property Accountant
Colliers International
Toronto, ON
- Full-time
Colliers International is seeking a Property Accountant to join its dynamic team in Toronto. Reporting to the Accounting Manager, you will ensure monthly deadlines are met and special…
Added 51 mins ago
OO
Manager, Finance & Facilities
Ontario Ombudsman
Toronto, ON
- $102,167 to $153,251 CAD / year
- Full-time
We are seeking an experienced finance professional to join our team as Manager, Finance and Facilities. Reporting to the Chief Financial Officer, the Manager, Finance and Facilities is…
Added 51 mins ago
V
Program Manager
VySystems
ON · Ontario, Canada
- Full-time
🔷Position: Technical Program Manager / Technical Program Lead
Added 51 mins ago
SM
Scripted Production Accountant
Sphere Media
Canada
- Full-time
Reporting to the Manager, Production Finance, the Scripted Production Accountant is responsible for the financial management of scripted projects from development through final audit. The…
Added 51 mins ago
EP
Accounting Manager
Elby Professional Recruitment
Kitchener, ON
- $90,000 to $110,000 CAD / year
- Contract
Our client is seeking a motivated, detail-oriented Accounting Manager to join their team on a 12-month contract. This is an excellent opportunity for an accounting professional who is…
Added 51 mins ago
EC
Risk Operation Manager
Experis Canada
Montreal, QC
- Contract
Significant experience in business operations, technology, technology risk, strategy execution, program management, consulting, or a related field.
Added 51 mins ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
…strategic procurement across Xplore's network, technology, operations and corporate spend, and act as the company's senior authority on sourcing, contracting and supplier…
Added 51 mins ago
MC
Parking/ONE Card/Campus Store Support (Regular Part Time)
Mohawk College
ON
- Part-time
Working under the supervision of Manager, Parking, Printing and ONE Card, the incumbent will work out of the consolidated ONE Card, Parking and Campus Store location and is responsible for…

BMO

Client Service Associate, BMO Nesbitt Burns

Calgary, AB, Canada
CALG, Canada

Full-time

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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.

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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

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