Find work in Canada.

577,994 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
FH
Leader, Workforce Optimization Staffing Services
Fraser Health
Surrey, BC
- Full-time
…and financial resources; oversees designated operational and administrative activities of staff scheduling services for Fraser Health (FH); provides support services (systems, tools and…
Added just now
FH
Coordinator, Workforce Optimization Staffing Services
Fraser Health
New Westminster, BC
- Full-time
Added 15 mins ago
RC
Operations Support Specialist
Robertson College
Edmonton, AB
- Full-time
Support the manager with ad hoc projects, reports, and administrative initiatives as required.
Added 15 mins ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
Professional Growth: Access to a continuing education platform, to develop your veterinary skills.
Added 15 mins ago
ME
Accountant - Part Time Contract
Miles Employment Group
BC
- $40 to $50 CAD / hour
- Part-time
- Contract
An Opportunity for an Experienced, Hands-On Accounting Professional
Added 15 mins ago
MH
Speech Language Pathologist - Burlington
Monarch House
Burlington, ON
- $80,000 to $102,000 CAD / year
- Contract
You are passionate about your profession and committed to ongoing professional development
Added 15 mins ago
T
Customer Experience Associate
TD
Surrey, BC
- Part-time
Added 15 mins ago
GI
Program Supervisor (Warehouse Academy)
Goodwill Industries of Alberta
Calgary, AB
- Full-time
Acting as an advocate and positive role model in all stakeholder interactions, demonstrating appropriate work behaviour and communicating in a professional manner.
Added 30 mins ago
GO
Bilingual Manager, Translation Services
Government of Manitoba
Winnipeg, MB
- Full-time
…arm’s-length entities. The incumbent is accountable for the work of professional interpreters, terminologists, translators, revisers and administrative staff in meeting the translation,…
Added 30 mins ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…frontline team members and leadership, and is responsible for administrative coordination, data collection and management, and operational…
Added 30 mins ago
T
Winter 2027 Internship - Golf Talent
THE·TEAM
Toronto, ON
- Part-time
Well-developed communication, time management, and basic administrative skills.
Added 30 mins ago
SH
Nurse 3 - Crisis Stabilization Unit - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 30 mins ago
FH
Assistant Fairmont Gold Manager
Fairmont Hotels & Resorts
Banff, AB
- Full-time
Balance operational, administrative, colleague and guest priorities while maintaining a visible, hands-on and solutions-focused leadership approach.
Added 30 mins ago
GO
Regional Financial Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
…team and is responsible for providing strategic financial and administrative advice to Regional Directors and Managers within the Workforce Development and Training Division. The position…
Added 30 mins ago
C
Accounts Payable Technician
Corbec
Kirkland, QC
- Full-time
Serve as the point of contact for supplier inquiries, providing professional and timely support.
Added 30 mins ago
LV
WEB ORDER ASSOCIATE-EN
La Vie En Rose
Mississauga, ON
- Part-time
…feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving…
Added 30 mins ago
G
Coordinator, Health, Safety & Environment - Energy & Utilities
GTel
London, ON
- $58,760 to $73,450 CAD / year
- Full-time
This is an ideal opportunity for an HSE professional who thrives in a fast-paced, operational environment and is passionate about injury prevention, compliance, and continuous improvement.
Added 30 mins ago
EI
Corporate Services Administrator
Echelon Insurance
Mississauga, ON
- Full-time
Provide administrative support as required: typing, filing, mailing, photocopying etc.
Added 30 mins ago
FA
Administrative Assistant
FTAI Aviation
Montreal, QC
- Full-time
The Administrative Assistant is responsible for providing administrative support to the General Manager and the full Executive Team of the Canadian business in a professional, efficient,…
Added 30 mins ago
B
ServiceNow SAM Administrator - ITAM
BMO
Toronto, ON
- Full-time
We are seeking an enthusiastic, passionate professional to join our Software Asset Management (SAM) team. BMO’s Blue Rewards SAM practice focuses on inventory management, product catalog…
Added 30 mins ago
SR
HR Assistant
STRIVE Recruitment Inc.
Surrey, BC
- Full-time
This is an excellent opportunity for an individual with approximately one year of human resources or administrative experience who is looking to develop their career in HR. Working closely…
Added 30 mins ago
CD
Project Manager
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Montreal, QC
- Full-time
Advise the school administration and the multidisciplinary team on the administrative, educational, and technical aspects of the projects;
Added 30 mins ago
BF
Business Partner People & Culture
BC Financial Services Authority
Vancouver, BC
- $73,182 to $107,310 CAD / year
- Full-time
Opportunities for personal and professional development
Added 30 mins ago
CC
Cleaning Supervisor (Warehouse Calgary)
Commercial Cleaning Services
Calgary, AB
- $18 CAD / hour
- Part-time
At Commercial Cleaning Services, we’re proud to call ourselves professional cleaners, with industry leading training programs, environmentally friendly cleaning products and practices, and…
Added 30 mins ago
VF
Supervisor, Production
Village Farms International Inc.
Delta, BC
- $63,000 to $73,000 CAD / year
- Full-time
Manage administrative tasks including verifying entries in electronic compliance systems

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