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Added 18 mins ago
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Clinical Research Coordinator - Nurse (CIM)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Under the supervision of the Manager, Pediatric and Adult Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the…
Added 18 mins ago
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Clinical Research Coordinator - Regulatory Affairs (CIM)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Manager, Clinical Research Administration Centre for Innovative Medicine (CIM), the incumbent is responsible for supporting the submission of clinical research…
Added 48 mins ago
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Customer Service/Order Manager
Kelly
Markham, ON
- $26 USD / hour
- Full-time
Maintain strong relationships with pharmaceutical clients, distributors, and contract partners.
Added 3 hours ago
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Manager, Project Systems & Information Management
Worley
Markham, ON
- Full-time
We are currently recruiting for a Manager, Project Systems & Information Management. Our team includes world class experts and dynamic go-getters. This is a full-time position based in…
Added 3 hours ago
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Manager, Supply Chain
Worley
Calgary, AB · Edmonton, AB
- Full-time
The Project Supply Chain Manager leads the planning and execution of project supply chain activities, including procurement, subcontract management, expediting, materials management, and…
Added 3 hours ago
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Contracts Manager- Mining
Fluor
Vancouver, BC
- Full-time
Under general supervision operationally to the project manager and administrative and functional direction of the department manager, or designee;
Added 4 hours ago
ZA
Business Development Lead
ZAS Architects + Interiors
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
…prospecting, and qualification through proposal support, negotiation, contract finalization, and project handoff. Working closely with the architecture, interior design, marketing, and…
Added 5 hours ago
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Project Engineer – Major Projects | Canada & USA
Barnard
NL · Newfoundland and Labrador, Canada
- Full-time
Process and estimate change orders and Requests for Information as directed by Project Manager
Added 5 hours ago
AC
Engineer, Project
AVI-SPL Canada
Montreal, QC
- Full-time
Review the preliminary design documents including Scope of Work (SOW) and contract to validate quality, completeness, feasibility, and identify technical or logistical challenges.
Added 5 hours ago
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Commercial Manager 1 - Infrastructure
Graham
Calgary, AB
- Full-time
At Graham, one of North America’s largest general contractors, we don’t just build projects, we connect communities and create pathways for progress. As part of our Infrastructure Division,…
Added 5 hours ago
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Local Client Manager - Vancouver
APM Terminals
Delta, BC
- Full-time
Manage by influence resources that do not report to this position (e.g., Program Manager; Logistics Specialist; Customer Service teams)
Added 5 hours ago
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Project Manager, Construction
Tiree
Ottawa, ON
- Full-time
As a Project Manager, Construction, you will support the delivery of construction projects in Ottawa, Ontario, from planning through construction and closeout. This is a hands-on,…
Added 5 hours ago
Project Manager, Construction
Tiree
Ottawa, ON
As a Project Manager, Construction, you will support the delivery of construction projects in Ottawa, Ontario, from planning through construction and closeout. This is a hands-on,…
Added 6 hours ago
OR
Sr Specialist, Contact Center Operations & Training
OSL Retail Services Inc
Mississauga, ON
- Other
Please note this position is a 12-month contract role.
Added 6 hours ago
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
…contributing to strategic transformation programs involving General Ledger (GL), finance platforms, and enterprise data…
Added 6 hours ago
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12 Month Contract - LensCrafters Store Manager 3 - #928 Orleans, ON
LensCrafters
Ottawa, ON
- Contract
The overall mission of the Store Manager is to be a leader within the LensCrafters organization. The Store Manager delivers key performance indicators by integrating the Brand Story and…
Added 6 hours ago
CB
Supply Chain Project Manager - M&E
Clark Builders
Edmonton, AB
- Full-time
Assess vendor contract terms on specified packages, coordinate review by Supply Chain Business Manager and National SB Supply Chain team, close bid process, and communicate awards to…
Added 6 hours ago
CB
Supply Chain Project Manager - MV/Cable
Clark Builders
Edmonton, AB
- Full-time
Assess vendor contract terms on specified packages, coordinate review by Supply Chain Business Manager and National SB Supply Chain team, close bid process, and communicate awards to…
Added 6 hours ago
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Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
Added 6 hours ago
Food Safety Team Member – General Labor (Night) - Mississauga, ON, Canada
Fortrex
Mississauga, ON
Leader in food safety solutions for both contract sanitation and chemistry in the food processing industry.
Added 6 hours ago
Lead Person
Fortrex
Mississauga, ON
Leader in food safety solutions for both contract sanitation and chemistry in the food processing industry.
Added 6 hours ago
Site Manager
Fortrex
Mississauga, ON
As a Site Manager II specializing in food processing sanitation, you will lead a dedicated team to ensure rigorous cleanliness and hygiene standards, safeguarding product quality and…
Added 6 hours ago
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Accounting Manager
Brickeye
Toronto, ON
- $80,000 to $120,000 CAD / year
- Full-time
…loss, reduce the total cost of risk, and help asset owners, general contractors, and insurers deliver projects on time and on…
Added 6 hours ago
CG
General Manager (Remote Services)
Compass Group Canada
Prince George, BC
- Full-time
Now, If You Were To Come On Board As a General Manager (Remote Services), We’d Ask You To Do The Following For Us
Added 6 hours ago
CB
Supply Chain Project Manager - MV/Cable
Clark Builders
AB · Edmonton, AB
- Full-time
Assess vendor contract terms on specified packages, coordinate review by Supply Chain Business Manager and National SB Supply Chain team, close bid process, and communicate awards to…

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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