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Added 20 mins ago
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Senior Specialist, Item File (SQL/Python)
Walmart
Mississauga, ON
- Full-time
…automation, and problem-solving capabilities to support business operations, data integrity, and enterprise transformation…
Added 20 mins ago
HB
Interim Director, Products and Services
H&R Block Canada
Calgary, AB
- Full-time
…Interim Director will provide leadership and continuity for the Associate Products & Services portfolio, working with an established team of Product Management professionals to maintain…
Added 20 mins ago
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L2 Data center technician
TekWissen ®
Montreal, QC
- $27 to $27.71 CAD / hour
- Contract
Associate degree in computer related field required.
Added 35 mins ago
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Lead Optometrist (Full-Time) – FYidoctors – Tisdale, SK
BonLook
Tisdale, SK
- Full-time
…offers the opportunity to shape the patient experience, clinic operations, and future direction of the practice. Enjoy the independence of running your clinic your way while benefiting from…
Added 36 mins ago
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Customer Service & Warehouse Associate
Allredi
Winnipeg, MB
- Full-time
We are seeking a motivated and detail-oriented Customer Service & Warehouse Associate to join our team. This hybrid role supports both front-office customer interactions and back-of-house…
Added 36 mins ago
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Personal Banking Associate (Part time, 18.75h)- Langelier
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 36 mins ago
MU
Human Resources Administrator
McGill University
Victoria, BC · James Admin. Bldg.
- Full-time
Reporting to the Associate Director, Talent and Organizational Effectiveness, the HR Administrator will provide high level confidential support and will be responsible for the effective HR…
Added 50 mins ago
Director, Patient Access & Channel Strategy
Inctye
Montreal, QC · Ville St. Laurent, Quebec
At Incyte Canada, we are looking for an Associate Director / Director, Patient Access & Channel Strategy to strengthen those connections across oncology, hematology, immunology and…
Added 51 mins ago
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SPÉCIALISTE, PROTECTION DES RESSOURCES
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
1 + year (s) experience in investigations, loss prevention, retail operations, security or studies in a related field.
Added 51 mins ago
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Asset Protection Specialist: Full Time- Vancouver Terminal
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
1 + year (s) experience in investigations, loss prevention, retail operations, security or studies in a related field.
Added 1 hour ago
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Distribution Center Loss Prevention Coordinator
The TJX Companies, Inc.
Brampton, ON · CAN TJX Canada Distribution Centre West Drive
- $44,197.5 to $61,876.5 CAD / year
- Full-time
Act as a liaison with DC Operations, Home Office, Store, Supply Chain, and Field LP Management to promote Loss Prevention programs, resolve shipping-related issues, and maintain asset…
Added 1 hour ago
Senior Specialist, Cloud Infrastructure Operations Engineering
CMHC - SCHL
Ottawa, ON · Toronto, ON · Montreal, QC
Join the Technology and Business Transformation team in the Senior Specialist, Cloud Infrastructure Operations Engineering position. In this position, you will be responsible for…
Added 1 hour ago
MU
Director of Facilities - Custodial, Grounds, Logistics and Mail and Related Services
McMaster University
Hamilton, ON
- Full-time
Reporting to the Associate Vice-President, the Director, Facilities Services - Custodial, Grounds, Logistics, Mail and Related Services, provides strategic leadership, operational…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
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Formateur, Transport
Sysco
Montreal, QC · Sysco Grand Montreal
- Full-time
…gestion, gestion de la chaîne d’approvisionnement, gestion des opérations ou un domaine proche, ou une combinaison équivalente d’études et d’expérience professionnelle…
Added 1 hour ago
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Merchandising Crew Associate (Western Canada)
Shoppers Drug Mart
Burnaby, BC
- Full-time
Reporting to the Store Development Specialist, the Merchandising Crew Associate is responsible for merchandising all Capital projects, and store request projects as per final merchandising…
Added 1 hour ago
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Associate Product Manager
Cronometer Software Inc
Revelstoke, BC
- Full-time
Experience contributing to digital product work through product management or a related field such as product operations, design, analytics, quality assurance, or customer support.
Added 2 hours ago
TH
Asset Protection Specialist: Full Time- Vancouver Terminal
The Home Depot
Vancouver, BC
- Full-time
· 1 + year (s) experience in investigations, loss prevention, retail operations, security or studies in a related field.
Added 2 hours ago
Bilingual Senior Specialist, Software Engineering (CI/CD & Automation Engineering)
CMHC - SCHL
Ottawa, ON · Montreal, QC
A bachelor’s degree in computer science, Computer Engineering or related field. An equivalent combination of education and/or experience may be considered.
Added 2 hours ago
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Personal Banking Associate Trainee
TD
Keswick, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours ago
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Personal Banking Associate Trainee
TD
Waterford, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours ago
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Datacenter Technician
Dexian
Montreal, QC
- $25 to $28 CAD / hour
- Contract
Responsible for monitoring network to ensure network availability to all system users. Education/Experience. Associate degree in computer related field required.
Added 3 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 4 hours ago
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Distribution Engineer / Senior Engineer
ATCO
Grande Prairie, AB
- Full-time
…important and complex projects critical to our business. Our operations across multiple business lines and geographies mean ATCO fosters ample development and learning opportunities 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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