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Added 6 mins ago
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Manager, Project Controls
Worley
Markham, ON
- Full-time
We are currently recruiting for a Manager, Project Controls. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Markham, Ontario.
Added 6 mins 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 6 mins ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
Added 22 mins ago
NE
Senior QA Analyst (12 months Contract)
Nelson Education LTD
Remote, Canada
- Contract
- Remote
This position will primarily support product development. The QA Manager may also assign a portion of the analyst’s time to infrastructure, platform, performance, or other technical…
Added 36 mins ago
PC
Indirect Tax, Recovery Data Analytics
PwC Canada
Vancouver, BC
- Full-time
…with data visualization tools such as Power BI would be an…
Added 36 mins ago
TS
LC Associate CONV - Associé(e), centre logistique (LC)
TD SYNNEX Canada ULC
Richmond, BC
- Full-time
…of logistics duties as assigned by lead hand, supervisor or Manager to ensure operational…
Added 36 mins ago
GD
GARAGE - Store Manager - Les Avenues Vaudreuil
Groupe Dynamite, Inc Garage
Vaudreuil-Dorion, QC · Vaudreuil, Quebec
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 36 mins ago
GD
GARAGE - Store Manager - Carrefour Angrignon
Groupe Dynamite, Inc Garage
Montreal, QC · LaSalle, Quebec
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 51 mins ago
CR
Cook - Part-time
COGIR Real Estate
Oshawa, ON
- Part-time
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 51 mins ago
CR
Cook - Casual Part Time
COGIR Real Estate
Kingston, ON
- Part-time
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 51 mins ago
NC
Return Agent - Full Time - Winnipeg Airport
National Car Rental
Winnipeg, MB
- Full-time
Keeps work area clean and orderly. Responsible for maintaining a safe and clean work environment. Immediately reports any unsafe or hazardous conditions to the lead agent and/or manager.
Added 51 mins ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 1 hour ago
HI
Change Analyst
HRbrain Inc.
Toronto, ON
- Full-time
…of 10 members, including Change Managers, a Communications Manager, and two Communications Specialists. Historically, the team has been communications-heavy (newsletters, intranet content,…
Added 1 hour ago
AI
General Labourer (Non Ferrous)
American Iron & Metal (AIM)
Sudbury, ON · Greater Sudbury, ON
- Full-time
…our Sudbury South location. Under the supervision of the Site Manager, the incumbent will be responsible for the general maintenance of the…
Added 1 hour ago
TS
Part-time Host & Hostess
Thermea Spa Village
Whitby, ON
- Part-time
Under the supervision of the Restaurant Manager, the Host(ess) welcomes guests, guides them to a table, hands out menus, ensures that they have everything they need during their meal and…
Added 1 hour ago
CA
Financial Analyst
Centurion Associates Inc
Toronto, ON
- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 1 hour ago
B+
Accounting Analyst
Bausch + Lomb
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Accounting Analyst, reporting directly to the Senior Manager, General Accounting, is responsible for processing monthly, quarterly, and annual accounting activities. In this role, the…
Added 1 hour ago
CR
Cook - Part-time
COGIR Real Estate
Kitchener, ON
- Part-time
Reporting to the Culinary Manager, the Cook is responsible for preparation and delivery of all foods for residents, guests and employees.
Added 1 hour ago
T
DCO
TEKsystems
Burnaby, BC
- $65,000 to $75,000 CAD / year
- Full-time
…activities. The DCO role reports directly to the Data Center Manager. Main Responsibilities Responsible for Facility Health & Safety Management of both preventative and corrective…
Added 1 hour ago
OT
BIM Coordinator, MEP
Ontario Transit Group - Ontario Line - Southern Civil, Stations & Tunnel
Toronto, ON
- Full-time
Assist the Integration Manager in managing and coordinating MEP Services with Civil and Architectural trades including the Rolling stock Systems.
Added 1 hour ago
EH
ECH - Design Merchandiser
Empire Homes
Caledonia, ON
- Full-time
…implementation & strategies to improve efficiencies, and supports the Manager, Interior Design &…
Added 1 hour ago
SS
Electrical Engineer-In-Training
Sunbelt Solomon
Saskatoon, SK
- Full-time
…petrochemical, and oil & gas sectors. Reporting to Engineering Manager, the successful candidate will provide engineering support and occasional field services, contributing to high-quality…
Added 1 hour ago
T
Personal Banker - Pointe-Claire, Hymus (Full Time)
TD
Pointe-Claire, QC
- Full-time
Post-Secondary or Undergraduate degree in related field is an asset
Added 1 hour ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
Knowledge of wealth management and/or operations is an asset
Added 1 hour ago
HI
Project Coordinator
HUB International
Vancouver, BC · Toronto, ON
- Full-time
Reporting to the Manager, Operations the successful candidate will:

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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