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Added 1 day ago
RB
Associate, Operations III - Estate & Trust Processer
Royal Bank of Canada
Toronto, ON
- Full-time
Provide accurate analysis and processing support for exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify,…
Added 1 day ago
R
Associate, Operations III - Estate & Trust Processer
RBC
Toronto, ON
- Full-time
Provide accurate analysis and processing support for exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify,…
Added 1 day ago
B
Client Service Associate, Private Wealth
BMO
Oshawa, ON · OSHA
- Full-time
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 2 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 2 days ago
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Accounts Payable Specialist
NADG
Toronto, ON
- Full-time
NADG is a privately owned, vertically integrated real estate platform with over $6 billion of assets under management. NADG has been active in the acquisition and development /…
Added 4 days ago
MG
Associate, Loan Funding & Administration
MarshallZehr Group Inc.
Waterloo, ON
- $70,000 to $90,000 CAD / year
- Full-time
Reporting to the Executive Vice President & Principal Broker (the “EVP”), the Associate, Loan Funding & Administration (the “Associate”) will assist in managing and documenting…
Added 8 days ago
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Senior Associate, Investor Operations
Hays
Toronto, ON
- $80,000 to $85,000 CAD / year
- Full-time
Our client is an established investment management firm based in Toronto, with a strong presence in the real estate investment sector. The organization offers a collaborative and…
Added 8 days ago
FR
Accounts Payable Associate
FirstService Residential Canada
Vancouver, BC
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 9 days ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 9 days ago
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Administration Associate, Wealth Management, Nesbitt Burns
BMO
Montreal, QC · MCGC
- Full-time
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 9 days ago
CG
Senior Associate, Client Services (Licensed)
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Senior Associate, Client Services (Licensed) - Stenner Wealth Partners+
Added 11 days ago
HF
Financial Partner/Universal Associate - Heritage Park Branch
Heritage Financial Credit Union
Heritage Park, ON
- Full-time
…other lines of business as needed, along with handling cash and processing transactions…
Added 11 days ago
Senior Manager, HFS Sales Support Team - Winnipeg, Calgary & Vancouver
Scotiabank
Vancouver, BC
…Financing Officers (HFO), and Home Financing Associates (HF Associate) who are paired with some of our top Home Financing Advisors (HFA) to support mortgage application processing, business…
Added 11 days ago
AC
Associate Financial Consultant - Kirkcaldy Branch - 18 Month Term
Assiniboine Credit Union
Brandon, MB
- Full-time
Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful…
Added 17 days ago
B
Administration Associate
BMO
Burnaby, BC
- Full-time
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 18 days ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 19 days ago
BE
Accounting Associate
Bluestar Equity
Mississauga, ON
- Full-time
Bluestar Professional Services Inc. is looking for a knowledgeable and experienced Accounting Associate to support the day-to-day accounting operations of multiple client law firms.
Added 19 days ago
Senior Client Solutions Analyst - Real Estate Banking - Calgary, Alberta
Scotiabank
Calgary, AB
The Sr. Client Solutions Analyst “Sr. CSA” provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit…
Added 21 days ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Added 22 days ago
RB
Associate
Royal Bank of Canada
Victoria, BC
- Full-time
The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 22 days ago
B
Administration Associate, Wealth Management, Nesbitt Burns
BMO
Quebec, QC
- Full-time
…wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while…
Added 22 days ago
RD
Associate
RBC Dominion Securities
Victoria, BC
- Full-time
The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 22 days ago
R
Associate
RBC
Victoria, BC
- Full-time
The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 24 days ago
SS
Core Operations, Associate 2
State Street
Toronto, ON
- Full-time
The team you will be joining is part of Global Transactions, Controls and Banking and your role is responsible for processing transactions, ensuring timely and accurate settlement/payment…
Added 25 days ago
Trust Associate, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…

BMO

Client Service Associate, Private Wealth

Oshawa, ON, Canada
OSHA, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 3, 2026
Experience: Typically 3–5 years of relevant experience, or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 23, 2026

Original job description

Application Deadline:

11/02/2026

Address:

419 King Street W, Suite 301

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 base salary 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 job posting is for a current vacancy.

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 Client Service Associate supports Investment Advisors by managing day-to-day client account activities, executing trades, and providing personalized investment service. They act as a primary point of contact for clients, ensuring regulatory compliance and coordinating portfolio reviews and marketing initiatives.

Requirements

Candidates must hold a current Investment Representative (IR) license with CIRO and possess 3–5 years of relevant experience in wealth management. Strong knowledge of investment products, trade processing, and regulatory requirements is essential for this client-facing role.

Skills

Investment representative licensing
CIRO
Wealth management
Trade execution
Portfolio review support
Account maintenance
Regulatory compliance
Financial planning
Problem-solving
Communication
Organization
Attention to detail
Client service
Investment products
Risk management

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
BMO Nesbitt Burns
Investment representative
CIRO
Trade execution
Portfolio management
Client service
Regulatory compliance
Account maintenance
Financial planning
Retirement planning
Insurance
Trust services
Estate services
Investment advisory
Client engagement
Marketing
Risk management
Investment products
Client relationship

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