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Added 1 month ago
NB
Associate, Execution - National Client Group
National Bank of Canada
Vancouver, BC
- Full-time
National Client Group, Western Canada means joining a high-performing team
Added 1 month ago
DG
Food Service Associate
Dexterra Group
Belleville, ON
- Full-time
As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires excellent…
Added 1 month ago
WM
Associés aux ventes – temps plein - Place Vertu
Wow! Mobile Boutique
Montreal, QC · Saint Laurent, QC
- Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 1 month ago
R
Sales Associate Part-Time - Yorkdale - Toronto, Ontario
Reformation
Toronto, ON
- Part-time
…between our customers, employees, and the Reformation brand. The Associate will execute all efforts required to achieve individual sales…
Added 1 month ago
C
Bilingual Inside Sales Associate, Apartments.com - Toronto, Ontario
CoStar
Toronto, ON
- Full-time
As an Apartments.com Sales Associate, you will be part of a dynamic team that operates as a strategic digital marketing partner to the Multifamily industry. Through engaging sales…
Added 1 month ago
VA
Veterinary Reception, Client Care, Frontier Animal Hospital
VCA Animal Hospitals
Saskatoon, SK
- Full-time
Frontier Animal Hospital is currently welcoming a Veterinary Receptionist, Client Care to join our team in Saskatoon, Saskatchewan. This is an exceptional opportunity for an organized,…
Added 1 month ago
C
Temporary Sales Associate
Coach
Toronto, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 month ago
C
Temporary Sales Associate
Coach
Toronto, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 month ago
Seasonal Sales Associate (Part-Time) - Pacific Centre
ALO
Vancouver, BC
The Seasonal Sales Associate supports store goals during peak and high-volume business periods by delivering exceptional guest experiences and bringing the ALO Brand Mission to life.…
Added 1 month ago
D
Food Service Associate
Dexterra
Belleville, ON
- Full-time
As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires excellent…
Added 1 month ago
C
Presales Solution Architect
Centrilogic
ON · Ontario, Canada
- Full-time
This is a senior, client-facing generalist role. You sit between Azure infrastructure, Microsoft AI, data platform modernization and the sales team, and you are the technical voice on…
Added 1 month ago
S
Seasonal Associate
sephora.com
Hamilton, ON
- $19.2 to $22.6 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 month ago
P
Infrastructure - Infrastructure Engineering - Senior Associate - CS - SMS
PwC
Vancouver, BC
- 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 1 month ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · CLAIRE
- Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 2 months ago
AI & Agentic Engineer, Senior
Artefact
Montreal, QC
You will design and build the interfaces, services, and agentic systems at the heart of our client work, such as conversational applications over enterprise data, multi-step agents that…
Added 1 month ago
D
On -Call Food Service Associate / Cook
Dexterra
Vancouver, BC
- $18.6 to $25 CAD / hour
- Part-time
As a Food Services Associate / Cook, reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires…
Added 1 month ago
KD
Gestionnaire, Gestion de Catégories | Associate Category Manager
Keurig Dr Pepper
Montreal, QC
- Full-time
…les connaissances nécessaires pour améliorer les capacités du service et l’agilité…
Added 1 month ago
D
Civil Litigation Associate (3 - 5 Years Call)
DWF
Vancouver, BC
- Full-time
A collaborative mindset and commitment to exceptional client service.
Added 1 month ago
D
Mid-Level to Senior Associate, Insurance Litigation (Property Claims)
DWF
Vancouver, BC
- Full-time
DWF (formerly Whitelaw Twining) is hiring a Litigation Associate with at least five years of post-call experience to join our Vancouver office. This opportunity is ideal for a lawyer with…
Added 1 month ago
R
Associate
RBC
Red Deer, AB
- Full-time
By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member,…
Added 1 month ago
Associate Lawyer – Construction Litigation
Gowling WLG
Kitchener, ON
Gowling WLG’s Kitchener office is currently seeking a motivated Associate Lawyer with 2-6 years of construction litigation experience to join the Construction Litigation practice group. The…
Added 1 month ago
AI
Sales Associate - Maple Ridge Chev Buick GMC
AutoCanada Inc.
Pitt Meadows, BC
- $60,000 to $100,000 CAD / year
- Full-time
3+ years of experience in a customer-facing role required with experience in retail, sales, marketing, and customer service being preferred
Added 1 month ago
AI
Sales Associate - Hunt Club Nissan
AutoCanada Inc.
Ottawa, ON
- $60,000 to $110,000 CAD / year
- Full-time
3+ years of experience in a customer-facing role required with experience in retail, sales, marketing, and customer service being preferred
Added 1 month ago
HR
Specialist, Designated Sales Associate (DSA) - Skims
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 1 month ago
A
Responsable de comptes, ventes numériques/ Digital Sales Account Manager
ADP
Montreal, QC
- Full-time
…recommander des solutions sur mesure qui créent de la valeur pour le client, assurant ainsi une satisfaction élevée, la fidélisation et une croissance…

BMO

Client Service Associate, Private Wealth

Toronto, ON, Canada
CLAIRE, Canada

Full-time

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Job details

Job type: Full-time
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: Sep 3, 2026

Original job description

Application Deadline:

09/15/2026

Address:

30 St. Clair Avenue West

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.

The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Coordinates key practice management activities, including MPA trading support, financial planning preparation, client relationship management (CRM) maintenance, and general administrative support.

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.
Maintains the confidentiality of client and Bank information.
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 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.
Current CIRO registration as an Investment Representative (IR) is required.
PFP® designation (completed or in progress) and/or financial planning experience is an asset.
Charles River experience or extensive trading support experience is an asset.
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 salary base for this role is $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.

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 provides administrative support to Investment Advisors and delivers exceptional service to private wealth clients. Responsibilities include managing client relationships, executing trades, maintaining CRM databases, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3-5 years of relevant experience and possess advanced knowledge of investment processes and proprietary products. A current CIRO registration as an Investment Representative is required, with PFP designation considered an asset.

Skills

Investment management
Financial planning
Trade processing
Compliance
Portfolio rebalancing
CRM maintenance
Administrative support
Client service
Communication skills
Problem solving
Team collaboration
Regulatory compliance
Investment advisory support
Data 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
Investment advisor
CIRO
PFP
CRM
Portfolio management
Trade execution
Financial planning
Retirement planning
Trust and estate services
Insurance products
Regulatory compliance
Client onboarding
Asset management
Charles River
Investment representative
Branch operations
Risk management
Investment expertise

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