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Added 9 mins ago
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Gestionnaire des opérations éoliennes - Dégélis, QC (Degelis, Quebec, CA, G5T 0C1)
Vestas
Dégelis, QC
- Full-time
Wind Site Operations Manager - Degelis (3 hours from Quebec)
Added 9 mins ago
AC
Customer Service Agent - Claims
Alimentation Couche-Tard
Laval, QC
- Internship
…million customers every day. In total, approximately 149,000 people work in our stores and offices. We make journeys easier by offering fast and friendly service. We care about our people…
Added 9 mins ago
KD
Account Manager
Keurig Dr Pepper Canada
Calgary, AB
- $73,900 to $93,500 CAD / year
- Full-time
…business objectives for the team managing West regional account operations. They will work in collaboration with the Customer team lead -National account West and manage Federated Coop,…
Added 9 mins ago
TC
Restaurant Management
The Canadian Brewhouse
Prince George, BC
- Full-time
Our Team is filled with people who are passionate about providing an above and beyond experience for guests. The goal is to strengthen the Canadian Brewhouse’s reputation with quality…
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Harvey's General Manager - Barlow Trail
Harvey's
Calgary, AB
- Full-time
Harvey's is hiring a General Manager at our Barlow Trail location!
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Accounting Manager
Brickeye
Toronto, ON
- $80,000 to $120,000 CAD / year
- Full-time
…A close that depends on manual work, spreadsheets and a few people’s memory can’t keep up for…
Added 9 mins ago
FG
HR Generalist
Flynn Group of Companies
AB
- Full-time
Assist Branch Manager and Operations Managers with HR needs
Added 9 mins ago
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Technicien(ne) en bâtiment / Building Services Technician
JLL
Quebec, QC · CAN-CLIENT Quebec-Place Ste-Foy
- Full-time
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best,…
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Nurse B - Registered Nurse
HealthCareersInSask.ca
Swift Current, SK
- Full-time
Job Description: Reporting to the Health Services Manager, the Nursing Unit Coordinator (NUC) will be responsible for ensuring the day to day operations and the resident flow of the Long…
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Program Manager, Carrier Operations & Governance
Twilio
Remote, Canada
- Full-time
- Remote
Join Twilio as a Program Manager, Carrier Operations & Governance - a tech-forward business analyst and program manager within a brand-new function built from the ground up to reshape how…
Added 9 mins ago
SC
Project Manager - Ecology
SLR Consulting
Kamloops, BC · Kelowna, BC · Nanaimo, BC · Prince George, BC · Smithers, BC · Vancouver, BC · Victoria, BC
- Full-time
In the role of Project Manager, you will be involved in the full life cycle of projects including responding to RFPs, preparing proposals and budgets, scoping work plans, coordinating and…
Added 24 mins ago
BG
Foreman Service - Material Handling
Brandt Group of Companies
Winnipeg, MB
- Full-time
Support service leadership by stepping into the Service Manager role during absences to ensure continuity of operations.
Added 24 mins ago
AK
Sales & Marketing Coordinator
Arctic Kingdom
Canada
- Full-time
…Collaboration, Excellence in Service, and Respect for Place &…
Added 24 mins ago
CG
Chef Manager
Compass Group Canada
Burnaby, BC
- Full-time
Think you have what it takes to be our Chef Manager? We’re committed to hiring the best talent for the role. Here’s how we’ll know you’ll be successful in the role.
Added 24 mins ago
MI
Twist Operator
Mondelēz International
Toronto, ON · Plant - Bertrand - Toronto, Canada
- Full-time
Machine operations, TPM-Total Productive Maintenance Tools
Added 24 mins ago
SD
Team Lead Pharmacist
Shoppers Drug Mart
London, ON
- Full-time
As a member of the MediSystem Site Operations Supervisory Team, reporting directly to the Operations Manager, the Pharmacist Team Lead will play a critical role to meet established quality…
Added 24 mins ago
Shift Manager
Leggett & Platt
Lakeshore, ON
We, at Leggett Dynamics, are searching for a Shift Manager within our Lakeshore, Canada team. Did you know we are the world’s leading designer and manufacturer of seating support and…
Added 24 mins ago
Senior Project Engineer Linear Infrastructure
Mott MacDonald
Calgary, AB · Toronto, ON
At Mott MacDonald, we are driven by purpose and powered by brilliant people. As a trusted engineering, management, and development consultancy, we work with clients to solve complex…
Added 24 mins ago
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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 24 mins ago
WI
Advisor, HSE
WSP in Canada
AB · Edmonton, AB
- Full-time
Reporting to the Regional Manager, HSE Operations, you will provide trusted advice across complex projects, influence meaningful improvements and help embed WSP’s HSE Management System into…
Added 24 mins ago
FG
HR Generalist
Flynn Group of Companies
AB · Edmonton, AB
- Volunteer
Assist Branch Manager and Operations Managers with HR needs
Added 24 mins ago
BO
Senior Security Analyst
Bank of Canada
Ottawa, ON
- Temporary
…we strive to be forward-looking and innovative, to welcome people with diverse perspectives and talents, and to earn trust by living up to our commitments and by clearly explaining the…
Added 24 mins ago
GL
Senior Security Engineer (Palo Alto)
goeasy Ltd.
Mississauga, ON
- Full-time
…something extraordinary – welcome to goeasy! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious…
Added 24 mins ago
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Department Manager
RONA
Vaudreuil-Dorion, QC
- Full-time
At RONA, our employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the…
Added 24 mins ago
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Operations and Business Manager
SafetyCo
Toronto, ON · Greater Toronto Area, Canada
- Contract
The Operations & Business Manager is the operational backbone of SafetyCo’s Workforce division. This is a fast-paced, high-ownership role for someone who thrives on juggling multiple…

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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