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Added 4 mins ago
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Modification Team Lead
AtkinsRéalis
Pickering, ON
- Full-time
The CanAtom Power Group is a fully integrated Joint Venture of Aecon and AtkinsRéalis located in Pickering, Ontario. CanAtom Power Group is the centerpiece of the RFBR program which…
Added 19 mins ago
Shipping Clerk
Doman Building Materials Group Ltd
Prince George, BC
Professional telephone skills required with emphasis on customer service.
Added 19 mins ago
Director, Performance & Innovation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
10+ years of progressively senior experience in performance management, group benefits pricing, management consulting, or a related discipline.
Added 19 mins ago
DB
Shipping Clerk
Doman Building Materials Group
Prince George, BC
- Full-time
Professional telephone skills required with emphasis on customer service.
Added 34 mins ago
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Truck and Coach Shop Technician
Wajax
Regina, SK
- Full-time
Service and repair equipment in the shop and on-site for the customer.
Added 34 mins ago
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Heavy Equipment Technician - Shop
Wajax
Prince George, BC
- Full-time
Responsible for providing quality workmanship, consistent service, and technical knowledge to the customers. Performs all tasks related to the testing, diagnosing, repair, maintenance, and…
Added 34 mins ago
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Heavy Equipment Technician - Field
Wajax
Prince George, BC
- Full-time
Responsible for providing quality workmanship, consistent service, and technical knowledge to the customers. Performs all tasks related to the testing, diagnosing, repair, maintenance, and…
Added 34 mins ago
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Tax Intern
Héroux-Devtek
Longueuil, QC
- Full-time
…to ensure their well-being, including offering competitive benefits, flexible work conditions, many social activities and a healthy lifestyle through our training room and sports clubs. We…
Added 34 mins ago
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Ingénieur(e) d'exécution de projets/Execution Project Engineer
Veolia Environnement SA
Montreal, QC
- Full-time
Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia…
Added 35 mins ago
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Manager, Engineering and System Planning
Oshawa Power
Oshawa, ON
- Full-time
…the Durham Region. Oshawa Power is part of the Oshawa Power Group of Companies and dedicated to the evolving needs of our customers as a leading enabler of integrated critical energy and…
Added 35 mins ago
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Enterprise Print Specialist
WBM Technologies
Saskatoon, SK
- Full-time
Exceptional customer service skills, both verbal and virtual.
Added 35 mins ago
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Director of Facilities - Custodial, Grounds, Logistics and Mail and Related Services
McMaster University
Hamilton, ON
- Full-time
…services that contribute to a clean, safe, functional, and service-oriented campus environment, including custodial services across University facilities, grounds maintenance, logistics and…
Added 49 mins ago
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Wealth Operations Officer III
TD
Toronto, ON
- Full-time
Monitor and report all settlement discrepancies on timely basis to TDSI Lending Traders and TDSI Margin group and ensure issues are resolved promptly.
Added 49 mins ago
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TD Insurance, Vendor Analyst III
TD
Calgary, AB · Saint John, NB · Halifax, NS · Markham, ON · Montreal, QC
- Full-time
TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products…
Added 49 mins ago
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TD Insurance, Counsel I
TD
Toronto, ON
- Full-time
Strong interpersonal and client service skills, professional and positive demeanor.
Added 49 mins ago
Warehouse Supervisor - Price Electronics
Price Industries Limited
Winnipeg, MB
Previous experience working in electronics, manufacturing, or warehouse environments, with a strong focus on quality standards and customer service.
Added 49 mins ago
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Formateur, Transport
Sysco
Montreal, QC · Sysco Grand Montreal
- Full-time
…distribution facilities worldwide and serves more than 700,000 customer locations. We offer our colleagues the opportunity to grow personally and professionally, to contribute to the…
Added 49 mins ago
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Lab Patient Technician - Part Time Regular (Float) - Toronto, ON
LifeLabs
Toronto, ON
- Part-time
Strong customer/patient service with the ability to relate to patients and clients even in stressful situations
Added 49 mins ago
Lab Patient Technician
LifeLabs
Whitby, ON
Strong customer/patient service with the ability to relate to patients and clients even in stressful situations
Added 49 mins ago
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Courier (BCGEU) - Part Time - Kamloops, BC
LifeLabs
Kamloops, BC
- Part-time
…reports in an efficient, dependable, punctual, proper, safe, and professional manner. You will also be a LifeLabs brand ambassador on the road, demonstrating the important service LifeLabs…
Added 49 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a…
Added 49 mins ago
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Financial Services Consultant- Insurance
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Receive inbound calls and transferred sales leads (no cold calling) from Sunlife’s Group Benefits members who are leaving their employer benefit plan and want to convert their health and…
Added 50 mins ago
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Architecte matériel senior
EXFO
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…Our technologies support the world's leading communication service providers, network equipment manufacturers, and cloud service…
Added 1 hour ago
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Receptionist - FFUN Dodge North Battleford
FFUN Group
North Battleford No. 437, SK · North Battleford, Saskatchewan
- Full-time
You’ll work in a newer, modern dealership backed by FFUN Group, one of Saskatoon’s growing automotive groups, where customer experience matters from the moment someone walks through the…
Added 1 hour ago
FG
Laline - Store Manager - Fairview Mall
Fox Group Canada Inc.
Toronto, ON
- Full-time
Leading by example and ensuring the quality of the in-store customer experience by communicating, training, and upholding expectations of service, including pampering professional…

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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