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Added 8 mins ago
C
Relationship Manager, Commercial Banking (Rural Sask & Agriculture)
CIBC
Saskatoon, SK
- Full-time
…flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business…
Added 8 mins ago
FG
Laline - Store Manager - Fairview Mall
Fox Group Canada Inc.
Toronto, ON
- Full-time
As a Store Manager, you are a charismatic leader with exceptional service and sales acumen. Reporting into the Area Manager, you will drive the growth and awareness of Laline in your store…
Added 8 mins ago
RC
Production Assembler
Reliable Controls
Edmonton, AB
- Full-time
…delivery and continuous improvement. Reporting to the Operations Manager, you will help achieve operational excellence, product quality, and customer satisfaction. This role offers the…
Added 8 mins ago
PC
Manager, Learning & Development
Provincial Credit Union
Charlottetown, PE
- Full-time
We’re looking for a Manager, Learning & Development to lead and strengthen how our people learn, grow and develop. This is an opportunity to shape learning across the organization, build…
Added 8 mins ago
CH
Senior Building Manager, Portfolio Support & Training
Co-operative Housing Federation BC
Vancouver, BC
- Full-time
Reporting to the Managing Director of Housing Operations, The Senior Building Manager, Portfolio Support & Training supports the effective operation of housing co-operatives across…
Added 8 mins ago
W
(CAN) Front End Assistant Manager
Walmart
Slave Lake, AB
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
Added 8 mins ago
W
(CAN) OMNI Assistant Manager
Walmart
Slave Lake, AB
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
Added 8 mins ago
Team Lead - Outreach
Canadian Mental Health Association- Peel Branch
Brampton, ON
Support your community. Advance your career. Fulfill your purpose.
Added 8 mins ago
CO
Librarian 1 Children Youth Services
City of New Westminster
New Westminster, BC · Public Library, British Columbia
- Full-time
Reporting to the Manager of Programs and Community Development and under the supervision of the Librarian 2 Children and Youth Services, you will provide programs, public service,…
Added 8 mins ago
LC
Natural Value Department Manager
Loblaw Companies Limited
Mission, BC
- Full-time
Train and develop department associates in customer service, product knowledge, and merchandising
Added 8 mins ago
LC
Pharmacist
Loblaw Companies Limited
Sarnia, ON
- Full-time
This position reports to the Pharmacy Manager and is responsible for receiving, preparing and delivery of Rx accurately and timely. Ensuring adequate inventory levels to meet patient’s…
Added 8 mins ago
LC
NOFRILLS District Manager, Non-GTA (North)
Loblaw Companies Limited
Brampton, ON
- Full-time
…day operations, achieve targets and foster an environment of community, customer centricity and continuous…
Added 8 mins ago
LC
Department Manager
Loblaw Companies Limited
Atholville, NB
- Full-time
Train and develop department colleagues in customer service, product knowledge, and merchandising
Added 8 mins ago
LC
Meat Department Manager
Loblaw Companies Limited
Calgary, AB
- Full-time
Train and develop department associates in customer service, product knowledge, and merchandising
Added 8 mins ago
DH
Violin Teacher, PT
Dixon Hall
Toronto, ON
- Part-time
Reporting to the Manager, Music School, the Violin/Viola Teacher is responsible for providing music education to children and youth primarily from the Regent Park, Moss Park and South…
Added 8 mins ago
CS
Talent Acquisition Coordinator
Canlan Sports
Toronto, ON · North York, ON
- Full-time
…array of recreational sports experiences designed to build community, foster connection, and change lives for the…
Added 8 mins ago
SE
Project Manager - Equipement
Schneider Electric
Milton, ON
- $64,000 to $96,000 CAD / year
- Full-time
Schneider Electric Sales Operation Team has an outstanding opportunity for a passionate/motivated individual to assume the role of Project Manager in our Milton location.
Added 23 mins ago
M
Utility Cleaner
Marriott
Edmonton, AB
- Full-time
…employees. Report accidents, injuries, and unsafe work conditions to manager. Move, lift, carry, push, pull, and place objects weighing less than or equal to 50 pounds without assistance.…
Added 23 mins ago
M
Night Auditor
Marriott
Dorval, QC
- Full-time
…Always.” by delivering thoughtful, heartfelt, forward-thinking service that upholds and builds upon this living legacy. With the name that’s synonymous with hospitality the world over, we…
Added 23 mins ago
C
Part-time Meat Clerk - Melita
Co-op
Melita, MB
- Part-time
Under the direction of the Meat Manager, a Meat Clerk is responsible for providing exceptional customer service to members as well ensuring merchandising and image standards for the…
Added 23 mins ago
C
Produce Clerk I - Killam Food
Co-op
Killam, AB
- Part-time
Providing customers with excellent, efficient, courteous service
Added 23 mins ago
C
Agro Delivery Driver C3 (Temporary) - Innisfail - Central Alberta Co-op
Co-op
AB · Red Deer County, AB
- Part-time
Are you a motivated individual with a commitment to safety and customer service? Do you excel in fast-paced environments? Innisfail Agro Centre presents the perfect opportunity for you!…
Added 23 mins ago
C
Meat Manager - Melita
Co-op
Melita, MB
- Full-time
Valleyview Co-op is hiring a full-time MEAT MANAGER at our FOOD STORE in MELITA, MB.
Added 23 mins ago
C
Produce Manager (Chappelle Food Store) - North Central Co-op
Co-op
AB · Edmonton, AB
- Full-time
We invite applications for the position of Produce Manager to join our team at our Chappelle Food Store located in Edmonton, AB. Open availability is required.
Added 23 mins ago
C
Part-Time Fresh Clerk I (Chester's)
Co-op
North Battleford, SK
- Part-time
…work, and play – that’s why we are committed to supporting our community. When you shop Co-op, you’re choosing a business that keeps 100% of its profits in your community. Our profits help…

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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