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Added 5 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
…development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an…
Added 5 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 5 mins ago
A
Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
Leads large/complex proposals that may involve multiple business lines and regions, and supports from capture through to interview stage, as required. May facilitate workshops/sessions to…
Added 5 mins ago
I
icebreaker: Supervisor - Kitsilano
icebreaker
Vancouver, BC
- $22.75 to $26.46 CAD / hour
- Part-time
…merchandising, and store standards. In partnership with the Store Manager and Assistant Store Manager, you will help maximize store profitability, foster an inclusive team culture, and…
Added 5 mins ago
SH
Full-Time l Front Office Supervisor l Aloft Vaughan Mills
Silver Hotel Group
Vaughan, ON
- Full-time
Reporting to the Guest Service Manager, the Front Office Supervisor will:
Added 5 mins ago
FB
Meat Department Manager
Farm Boy Inc.
Burlington, ON
- $55,500 to $60,500 CAD / year
- Full-time
…customer service and guiding your department to achieve strong business results. Partnering closely with the Store Manager and Retail Specialist, you’ll bring strategy to life while…
Added 5 mins ago
SE
Senior Embedded Software Developer
Schneider Electric
Victoria, BC
- $91,200 to $136,800 CAD / year
- Full-time
…regarding the pay range can be directed to the recruiting / hiring…
Added 5 mins ago
Tax Manager - Private Tax - Toronto
EY
Toronto, ON
As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to private organizations and high net…
Added 5 mins ago
VC
Manager Home and Community Care (RN) - Temporary, Full-time
VON Canada (Ontario)
Brantford, ON
- $41.87 to $45.39 CAD / hour
- Full-time
- Temporary
The Manager Home and Community Care (HCC) - Registered Nurse provides professional and practice leadership to staff and is responsible for ensuring the provision of safe, effective quality…
Added 5 mins ago
Accounting Manager
Maximizer Services Inc.
Vancouver, BC
Concord Pacific Developments Corp. is Canada’s largest master-planned community builder. It was formed in 1987 to develop Concord Pacific Place on the former Expo lands in downtown…
Added 20 mins ago
PR
Associate Business Manager, AB & SK
Potentia Renewables Inc.
Calgary, AB
- $85,000 to $100,000 CAD / year
- Full-time
The Associate Business Manager is a new position, and it reports to the Senior Business Manager, AB.
Added 20 mins ago
MC
Member Services Representative - Part-Time - Fonthill Branch
Meridian Credit Union
ON · Fonthill, ON
- $45,000 to $49,000 CAD / year
- Part-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 20 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 20 mins ago
CC
Retail Sales Associate
Canna Cabana
Mississauga, ON · Tomken, Mississauga, ON
- $17.95 CAD / hour
- Part-time
Answer external and internal phone calls and transfer calls to the appropriate person or Store Manager.
Added 20 mins ago
CC
Retail Shift Leader
Canna Cabana
Mississauga, ON · Tomken, Mississauga, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
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Senior Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and…
Added 20 mins ago
R
Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
University Degree (preferably in business and/or economics)
Added 20 mins ago
R
Manager, Operations II
RBC
Toronto, ON
- Full-time
As Manager, Futures Operations, you will lead a team supporting time-sensitive, complex, exception-based, and highly specialized futures operations within Wealth Management Canada. You will…
Added 20 mins ago
R
Team Operations Lead
RBC
Vernon, BC
- Full-time
By providing exceptional support to a high performing Private Investment Management team, you will help manage business and operations within the team. You will play a key role in executing…
Added 20 mins ago
TH
Group Product Manager
Top Hat
Remote, Canada
- Full-time
- Remote
We are looking for a Group Product Manager to own and drive the core portfolio of the Top Hat platform - product domains where instructors and students interact in and around the classroom…
Added 20 mins ago
ML
Continuous Improvement Manager
Maple Leaf Foods Inc.
Winnipeg, MB
- Full-time
We’re a global food company with approximately 10,000 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia.
Added 20 mins ago
FB
Assistant Grocery Manager
Farm Boy Inc.
Collingwood, ON
- From $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 20 mins ago
FB
Assistant Produce Manager
Farm Boy Inc.
Whitby, ON
- Up to $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 20 mins ago
FB
Assistant Department Manager - GTA East
Farm Boy Inc.
Barrie, ON
- From $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 20 mins ago
FB
Assistant Meat Manager
Farm Boy Inc.
Brantford, ON
- From $21 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…

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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