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Added 8 mins ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Temporary
…feedback to improve your skillset and further your professional…
Added 8 mins ago
B
Senior Strategic Partnerships Manager
Booxi
Montreal, QC
- Full-time
Pour y arriver, on cherche un·e Senior Strategic Partnerships Manager qui fera de nos partenaires un moteur de croissance. On pense aux éditeurs POS, clienteling et commerce avec qui on…
Added 8 mins ago
M
Manager, Customer Protection
Metrolinx
Canada
- Full-time
The Customer Protection Services division is seeking a Manager, Customer Protection that will manage and provide oversight customer protection officer services (CPS) operations program and…
Added 8 mins ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…career-building opportunity. We are committed to investing in your development and providing a clear path for advancement within our…
Added 8 mins ago
Store Manager
UFA Co-operative Ltd.
Spruce Grove, AB
As Store Manager, you will be responsible for leading all aspects of store operations, driving business performance, fostering a strong safety culture, and delivering an exceptional…
Added 22 mins ago
L
Territory Manager - Healthcare
Linde
Fredericton, NB
- Full-time
Territory Manager - Healthcare (14 Monthcontract)
Added 22 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
…plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 22 mins ago
A
Data Manager II
Altasciences
Montreal, QC
- Full-time
The Data Manager II supports sponsors’ research programs by contributing to the data cleaning efforts needed to provide clean, analyzable clinical data proficiently and independently.
Added 22 mins ago
A
Data Manager II
Altasciences
Laval, QC
- Full-time
The Data Manager II supports sponsors’ research programs by contributing to the data cleaning efforts needed to provide clean, analyzable clinical data proficiently and independently.
Added 22 mins ago
A
Data Manager II
Altasciences
Montreal, QC
- Full-time
The Data Manager II supports sponsors’ research programs by contributing to the data cleaning efforts needed to provide clean, analyzable clinical data proficiently and independently.
Added 22 mins ago
TE
National Accounts Coordinator - GTA
TK Elevator
Toronto, ON · Scarborough, ON
- Full-time
…qualifications. All final hiring decisions are made by either the hiring manager or the recruitment…
Added 22 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 22 mins ago
AE
Regional Sales Manager
ACIC Equipment USA Inc.
Brantford, ON
- Full-time
…pharmaceutical companies worldwide for over 50 years, supporting drug development, manufacturing, and market launch. The company delivers turnkey equipment solutions that maximize…
Added 22 mins ago
RI
Pest Control Technician
Rentokil Initial
Milton, ON
- $41,000 to $43,000 CAD / year
- Contract
…quality. We support our self-motivated team's professional development and personal goals with an environment that provides ongoing training, financial incentives for excellence, and…
Added 22 mins ago
F
Staff Back End Engineer (Data Platform)
Forma.ai
Toronto, ON
- Full-time
Reporting to the Manager of Data Platform, you will play a critical role in the evolution of our Spark based data platform. You'll lead development efforts for our complex, data-rich…
Added 22 mins ago
OP
Coordinator, Specialty Leasing
Oxford Properties Group
Mississauga, ON
- Full-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
Added 22 mins ago
AC
Senior Advisor, Employee & Labour Relations(18-months)
Algonquin College of Applied Arts and Technology
Ottawa, ON
- $53.24 to $66.56 CAD / hour
- Contract
Reporting to the Manager, Employee and Labour Relations, the Senior Advisor acts as a trusted advisor to leaders across the College on complex and sensitive employee and labour relations…
Added 22 mins ago
A&
Core Tax Incentives Manager – Technical
Alvarez & Marsal
Toronto, ON
- Full-time
Demonstrated business development and relationship management capabilities.
Added 22 mins ago
OH
Project Manager, Commercialization
Organika Health Products
Vancouver, BC
- Full-time
We’re looking for a Project Manager, Commercialization, to drive new product ideas from concept to market, turning innovation into reality. This role leads cross-functional teams, manages…
Added 22 mins ago
A&
Core Tax Incentives Manager – Technical
Alvarez & Marsal
Calgary, AB
- Full-time
Demonstrated business development and relationship management capabilities.
Added 22 mins ago
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Manager, National Tax Services
MNP
Edmonton, AB · AB · Winnipeg, MB · Moncton, NB · NS · Montreal, QC · Saskatoon, SK · Calgary, AB · Dartmouth, NS
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 22 mins ago
H
Regional Service Manager - Western Canada
Hitachi
Calgary, AB · AB · Kelowna, BC · Richmond, BC · (HE)Office_BC_Kelowna NEW
- Full-time
The Regional Manager, West is responsible for the operational management, customer engagement, and execution of the Substation Service business across Western Canada. Working closely with…
Added 23 mins ago
Project Manager
ATS Automation
Cambridge, ON
Oversee project schedule development and identify all critical path activities.
Added 23 mins ago
C
Product Manager - Business Platforms
CDW
Toronto, ON
- Full-time
The Product Manager – Canada is a member of the Product team within the Business Transformation group, and supports CDW Canada’s selling and services organizations. The role serves as the…
Added 37 mins ago
FA
Sales Coordinator
Flair Airlines
Toronto, ON
- Full-time
…growth across the airline’s network. Reporting to the Sales Manager, the Sales Coordinator provides administrative and operational support for sales initiatives, commercial programs, and…

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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