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Added 3 mins ago
AG
Territory Manager
Acosta Group
AB · Alberta, Canada
- Full-time
Premium is seeking a Territory Manager to join our team in support of leading brands in the home appliance industry. This role focuses on driving sales, increasing brand recommendation…
Added 3 mins ago
AG
Territory Manager
Acosta Group
SK · Saskatchewan, Canada
- Full-time
Premium is seeking a Territory Manager to join our team in support of leading brands in the home appliance industry. This role focuses on driving sales, increasing brand recommendation…
Added 33 mins ago
Senior Manager, Business Development
Give and Go Prepared Foods
Toronto, ON
…highly visible capital projects. The Sr. Business Development Manager interfaces with cross-functional partners at all levels of the organization, including brand stewards in Marketing,…
Added 1 hour ago
ED
Branded Retail Account Manager
Equator Design
Toronto, ON
- $30 to $40 CAD / hour
- Full-time
…production of print and digital materials for branded retail shopper marketing campaigns, ensuring efficient workflow between the creative and executional phases in the delivery of all…
Added 1 hour ago
A
Oncology, Therapeutic Specialist (Ontario West & MB/SK)
AbbVie
Toronto, ON
- $112,000 to $162,000 CAD / year
- Full-time
Deliver sales performance, brand KPIs, financial targets, marketing objectives to meet or exceed business objectives.
Added 1 hour ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 1 hour ago
S
General Manager
Snaplii
Toronto, ON
- $160,000 to $200,000 CAD / year
- Full-time
Leads: Functional leaders across Product, Growth & Marketing, Finance, and Operations; senior on-site leader of the Canadian office
Added 1 hour ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
Are you a natural leader with a passion for animals and a knack for inspiring teams? As a Practice Manager in the VetCare Community, you'll be the driving force behind a vibrant veterinary…
Added 2 hours ago
I
Customer Experience Manager
Indigo
AB · Edmonton, AB
- $42,500 to $69,000 CAD / year
- Full-time
The Customer Operations Manager is responsible for the customer experience and the store’s omni sales results. They lead a team to master Indigo’s service model and to suggest and sell…
Added 2 hours ago
A
Therapeutic Specialist, Virology, Montreal and surrounding
AbbVie
Montreal, QC
- Full-time
Deliver sales performance, brand KPIs, financial targets, marketing objectives in order to meet or exceed business objectives.
Added 2 hours ago
M
Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
…outcomes and business growth. By uniting product, engineering, marketing, sales, customer success, and partners around a common customer mission, we help customers realize value faster and…
Added 2 hours ago
M
Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
…outcomes and business growth. By uniting product, engineering, marketing, sales, customer success, and partners around a common customer mission, we help customers realize value faster and…
Added 2 hours ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which…
Added 2 hours ago
SC
Sales Associate
Staples Canada
Toronto, ON · Scarborough, ON
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 3 hours ago
FN
Social Media Manager
Far Niente LLC
Oakville, ON
- Full-time
Great brands have great stories. At Far Niente Wine Estates, we're looking for a creative, digitally savvy Social Media Manager who knows how to turn those stories into captivating content,…
Added 3 hours ago
BE
Product Manager – Tech Accessories & Hardware
Blu Element
Montreal, QC
- Full-time
At Blu Element, the Product Manager is the driving force behind our hardware and accessory roadmap. While our Product Lead shapes the portfolio vision and high-level strategy, you will be…
Added 3 hours ago
ZA
Business Development Lead
ZAS Architects + Interiors
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
…handoff. Working closely with the architecture, interior design, marketing, and project teams, the Business Development Lead will build strategic relationships, identify opportunities…
Added 3 hours ago
F
Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time
…arriver, tu travailleras avec tous les départements de Fever, du Marketing aux…
Added 4 hours ago
AC
Project Manager - Brand Integration
Amaris Consulting | Part of Mantu
Montreal, QC
- Full-time
Expérience dans des projets liés à la marque, au marketing, au numérique, aux technologies ou à la transformation des activités.
Added 4 hours ago
S
Media Sales Strategist – Calgary, AB
Stingray
Calgary, AB
- Full-time
We are currently looking for a Media Sales Strategist to join our Calgary team! This position reports to the General Sales Manager.
Added 4 hours ago
TS
Senior Inside Sales Representative (Stainless Steel industry)
TalentSphere Staffing Solutions
Montreal, QC
- Full-time
Develop a marketing plan in assigned territory
Added 4 hours ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 4 hours ago
T
Personal Banker - Pointe-Claire, Hymus (Full Time)
TD
Pointe-Claire, QC
- Full-time
Maintain professional space in common areas as per marketing and regulatory guidelines
Added 4 hours ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which…
Added 4 hours ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
Submit marketing pieces for approval, compile client information packages, maintain marketing materials

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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