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Added 5 hours ago
PC
Cloud Infrastructure Engineer, Senior Associate
PwC Canada
Ottawa, ON
- Full-time
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your…
Added 5 hours ago
PC
Cloud Infrastructure Engineer, Senior Associate
PwC Canada
Toronto, ON
- Full-time
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your…
Added 19 hours ago
P
Bilingual Senior Associate-Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 22 hours ago
PC
Sustainability Assurance Senior Associate (Bilingual FR/ENG)
PwC Canada
Montreal, QC
- Full-time
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Added 23 hours ago
PC
Cloud Infrastructure Engineer, Senior Associate
PwC Canada
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- Full-time
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PwC Canada
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- Full-time
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- Full-time
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Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
PwC Canada
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Added 1 day ago
PC
Cloud Infrastructure Engineer, Senior Associate
PwC Canada
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Added 1 day ago
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PwC Canada
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Added 1 day ago
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Administration Assistant, Private Wealth
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- Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
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Tax Law, Senior Associate (Bilingual FR/EN)
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Montreal, QC
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Toronto, ON
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Client Service Associate, Private Wealth
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- Full-time
…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…
Added 1 day ago
PC
Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
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Added 1 day ago
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Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
…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…
Added 2 days ago
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Legal Business Solutions, Senior Associate (Bilingual FR/EN)
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Added 2 days ago
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Real Estate Valuations Associate
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Added 2 days ago
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Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
PwC
Toronto, ON · Montreal, QC · Vancouver, BC
- Full-time
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BMO

Client Service Associate, Private Wealth

Oakville, ON, Canada
OAKPLACE, Canada

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Job details

Apply by: Nov 13, 2026
Experience: Typically 3–5 years of relevant experience, or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 22, 2026

Original job description

Application Deadline:

11/12/2026

Address:

360 Oakville Place Drive

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.

As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.

This is a client-facing, IR-licensed role where you’ll work directly with clients on their day-to-day investment and account needs, execute client-initiated trades, support portfolio reviews and help Investment Advisors deliver responsive, personalized service.

You’ll build trusted client relationships while gaining broad exposure to investments, wealth management solutions and the day-to-day operation of an advisory practice.

What you’ll do

Partner closely with one or more Investment Advisors to support their client relationships and the day-to-day management of their advisory practice.
Build strong relationships with clients, acting as a trusted point of contact for investment, account and service-related needs.
Accept and execute client-initiated trades by phone or in person and provide investment and stock information within the scope of your licensing.
Support Investment Advisors in understanding and responding to individual client investment needs and delivering personalized investment-related service.
Coordinate and prepare for client portfolio reviews, including scheduling meetings, preparing materials, organizing client information and following up on outstanding items.
Manage day-to-day client account activity, including new account openings, account maintenance, transfers, registered and non-registered account transactions and money movements.
Monitor incoming and outgoing assets and identify account activity requiring follow-up or Investment Advisor attention.
Maintain client files and documentation, including ongoing client account updates and regulatory requirements.
Respond to client inquiries and resolve service, account and technology-related issues, escalating more complex matters when required.
Support prospective client activity by coordinating meetings, preparing introductory materials and assisting the advisory team with client development initiatives.
Coordinate client engagement and marketing activities, including client events and other relationship-building initiatives.
Work collaboratively with BMO partners and colleagues to connect clients with broader Wealth solutions and deliver a seamless client experience.
Apply regulatory, risk and compliance requirements while protecting client confidentiality, information and assets.
Share knowledge and provide guidance to newer team members on processes, technology and day-to-day client servicing activities.

What you bring

Must have current Investment Representative (IR) licensing with CIRO.
Typically 3–5 years of relevant experience, or an equivalent combination of education and experience.
Strong knowledge of investment products, trade processing, client accounts and investment-related procedures.
Understanding of regulatory and compliance requirements within a wealth management environment.
Strong client service and relationship-building skills, with the confidence to work directly with clients and Investment Advisors.
Strong organization and attention to detail, with the ability to manage multiple client priorities.
Strong communication, collaboration and problem-solving skills.
Knowledge of financial and retirement planning, insurance, trust or estate services is an asset.
The expected pay range for this position is: $40,000.00- $42,400.00
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

This is a planned recruitment for future vacancies.

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

Partner with Investment Advisors to manage client relationships and day-to-day advisory practice operations, including client-initiated trades, account activity, portfolio reviews, and service inquiries. Maintain compliant client records, coordinate client development and engagement activities, and connect clients with broader wealth management solutions.

Requirements

Candidates must hold current CIRO Investment Representative licensing and typically have 3–5 years of relevant experience or an equivalent combination of education and experience. They should have strong knowledge of investment products, trade processing, client accounts, and wealth management compliance, along with excellent client service, communication, organization, and problem-solving skills.

Skills

Client Service
Relationship Building
Investment Products
Trade Processing
Client Account Management
Regulatory Compliance
Portfolio Review Coordination
Account Opening and Maintenance
Asset Monitoring
Problem Solving
Communication
Organization
Attention to Detail
Collaboration
Financial and Retirement Planning
Client Confidentiality

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

CIRO Investment Representative License
BMO Nesbitt Burns
BMO Private Wealth
Investment Advisors
Wealth Management
Investment Management
Private Banking
Wealth Planning
Trust and Estate
Client-Initiated Trades
Trade Processing
Investment Products
Portfolio Reviews
Client Account Opening
Account Maintenance
Registered Accounts
Non-Registered Accounts
Asset Transfers
Money Movements
Client Documentation
Regulatory Requirements
Risk Management
Compliance
Client Development
Client Events
Financial Planning
Retirement Planning
Insurance
Trust Services
Estate Services

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