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Added 2 mins ago
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Key Holder
WINS (Women In Need Society)
Calgary, AB
- Full-time
Reporting to the Store Manager and is an integral member of the Social Enterprise team. We need a trustworthy and reliable individual to join the team as a Key Holder. As the keeper of the…
Added 2 mins ago
GO
Tenant Services Coordinator *REPOST*
Government of Manitoba
Churchill, MB
- Full-time
Reporting to a Program Manager, the Tenant Services Coordinator (TSC) provides support and services to tenants to achieve and sustain successful tenancies within an assigned portfolio of…
Added 2 mins ago
AE
Project Manager, Buildings Mechanical
Associated Engineering
AB · Edmonton, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Project Manager to join our team in our Edmonton office. In this role you will…
Added 3 mins ago
Accounting Officer, Reconciliation (GWO)
Scotiabank
ON · Mississauga, ON
Customer Experience – Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Provide best-in-class customer…
Added 3 mins ago
AG
Senior Campaign, Social
Adelphi Group
Toronto, ON
- Full-time
As a Sr Campaign Manager, Paid Social Activation, you will own the execution and performance of paid social campaigns across key platforms including Meta, TikTok, Snapchat, LinkedIn,…
Added 3 mins ago
LA
Client Success Manager/Google Ads Specialist for a digital marketing agency
Limitless Agency
Remote, Canada
- $42,000 to $48,000 USD / year
- Full-time
- Remote
Client Success Manager + Google Ads Specialist
Added 16 mins ago
SH
Case Coordinator
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Reporting to the Manager Health Services, the Case Coordinator will operate with a high degree of independence as a member of the multidisciplinary team. The incumbent is responsible for…
Added 17 mins ago
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and…
Added 17 mins ago
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Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…domestic projects as well as comprehensive restructuring and reporting value added tax…
Added 17 mins ago
TC
Abilities Management Consultant
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager of Occupational Health & Safety, the Abilities Management Consultant provides leadership and support for ability management processes. This includes assisting…
Added 32 mins ago
LS
Regional Territory Manager – Building Materials
Lock Search Group
Vancouver, BC · Greater Vancouver, BC
- Full-time
Our client is a well-established Canadian manufacturer with a long-standing reputation for quality, innovation, and exceptional customer service within the building products industry. They…
Added 32 mins ago
CH
Personal Support Worker- Apsley
CBI Home Health
Apsley, ON
- Part-time
…perform light exercises. You will act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition to your…
Added 32 mins ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
Reporting to the Project Portfolio Manager, you will plan, organize, supervise, and control project execution activities, including installation work oversight and client follow-up. You…
Added 32 mins ago
CH
Administrateur de bureau
Cardinal Health Canada
Dorval, QC
- Full-time
Reporting to the Director of Operations, the ideal candidate will work closely with other team members to support them in various ongoing projects and daily activities, including schedule…
Added 32 mins ago
CH
Personal Support Worker- Havelock/ Norwood/ Douro
CBI Home Health
Havelock, ON
- Part-time
…perform light exercises. You will act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition to your…
Added 32 mins ago
CH
Personal Support Worker- Selwyn Township
CBI Home Health
Smith-Ennismore-Lakefield, ON · Selwyn, ON
- Part-time
…perform light exercises. You will act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition to your…
Added 32 mins ago
NN
Prevailing Wage & Apprenticeship Compliance Manager (m/f/d)
Nordex North America
Montreal, QC
- Full-time
…renewable energy a reality for the world. The Project Compliance Manager for Prevailing Wage and Apprenticeship will lead Nordex’s compliance efforts related to prevailing wage and…
Added 32 mins ago
HP
Bus Driver/Shuttle Bus Operator
Heritage Park Historical Village
Calgary, AB
- Full-time
Under the overall direction of the Transportation Manager operates Heritage Park's Shuttle Bus and Trolley Bus to transport staff, designated guests and articles within the Park as well as…
Added 32 mins ago
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Western Canada Compliance Manager
MISTRAS Group
Calgary, AB
- Full-time
…alignment with provincial OHS legislation, federal laws, and client-specific…
Added 32 mins ago
EC
Program Coordinator (Contract)
ECO Canada
Calgary, AB
- Contract
…participants further their career goals in the environmental industry. Reporting to the Senior Manager, Employment Programs, the successful candidate will have a passion for the…
Added 32 mins ago
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Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
The ideal candidate will have a Bachelor’s degree and 5+ years in business and financial analysis with a focus on client relations, preferably with experience in a trade credit insurance…
Added 32 mins ago
DG
Directeur.rice des ventes de véhicules d'occasion l Pre-Owned Vehicles Sales Manager
Dilawri Group of Companies
Beloeil, QC
- Full-time
…procédures, tout en gérant l’équipe de vente pour garantir un accueil client optimal et un haut niveau de…
Added 32 mins ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
…support disciplined, risk-adjusted returns fully aligned with our client-centric priorities. The team oversees capital planning, investment governance, booking strategy, transaction and…
Added 32 mins ago
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Manager of Marketing
Pretium
Burlington, ON
- Full-time
Support the CEO, Service Area Leaders, and designated business developers with target-client campaigns, market intelligence, pursuit materials, and client-development activity.
Added 32 mins ago
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…

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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