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Added 1 min ago
J
Major Account Manager
JobsMedia.io
Mascouche, QC
- Full-time
We are seeking an experienced Key Account Manager for a large company in the industrial sector. This individual will assume strategic responsibility for a portfolio of key accounts, with a…
Added 1 min ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
The Specialist, Supplier Relationship Management will report to the Manager, Supplier Relationship Management and will support the Operations team in the effective management of third-party…
Added 16 mins ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
We have a comprehensive benefits program inclusive of a Health Spending Account, Workperks, and more! Most importantly, we are committed to empowering, developing and supporting all our…
Added 16 mins ago
OT
Business Development Manager
Olympia Tile+Stone Inc.
Toronto, ON
- Full-time
We are seeking an experienced, results-driven Business Development Manager to drive Flextile's sales growth, market expansion, and strategic business development initiatives across Canada…
Added 16 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…and medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…
Added 16 mins ago
W
Senior Manager, Data Analytics
Walmart
Mississauga, ON
- Full-time
…financial priorities and operational challenges, the Senior Manager anticipates analytical needs and proactively develops reporting, insights and AI-enabled solutions that help teams…
Added 16 mins ago
S
Full Time Store Manager (Optical): Victoria, BC
Specsavers
Victoria, BC
- Full-time
As a Store Manager at Specsavers, you’ll play a key role in helping customers see and feel their best. You’ll run the daily retail operations of Specsavers’ store. As the leading…
Added 31 mins ago
ST
Customer Success Account Manager
STEMCELL Technologies
Burnaby, BC · Canada - BC, Burnaby, Production Way, Onsite
- Full-time
Are you passionate about software and eager to make an impact in the biotechnology industry? STEMCELL Technologies is seeking a Customer Success Account Manager to join our STEMSOFT team!
Added 45 mins ago
R
Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
Radio-Canada
Quebec, QC
- Full-time
Reporting to the Senior Manager, Regional Sales, you will play a key strategic and operational role on the regional Media Solutions sales team.
Added 45 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 45 mins ago
R
Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Perform weekly tracking of sales forecasts (won/lost swings) and manage administrative aspects of account management and transfers.
Added 45 mins ago
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Gestionnaire, Comptabilité en Gestion Immobilière | Manager, Property Management Accounting
Broccolini
Montréal-Ouest, QC
- Full-time
Added 45 mins ago
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Account Manager, Small Business
TD
Georgetown, ON
- Full-time
…measure of success? If so, then get on board for the position of Account Manager, Small Business. In this role, you will deliver a legendary customer experience, drive profitable business…
Added 45 mins ago
GM
Sales and Education Specialist - Gatineau & Ottawa
Groupe Marcelle
Gatineau, QC
- $58,000 to $62,000 CAD / year
Groupe Marcelle is currently looking for a Sales and Education Specialist for a permanent position. Reporting to the Regional Sales Manager, this field-based position is responsible for…
Added 1 hour ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…and medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…
Added 1 hour ago
VI
Manager, Yardi and Financial Systems
Vital Infrastructure Property Trust
Toronto, ON
- $110,000 to $130,000 CAD / year
- Full-time
The Manager will be part of the Financial Systems team within Corporate Finance, reporting to the Director, Financial Systems and Data. Financial Systems is responsible for the business…
Added 1 hour ago
CC
Bilingual Senior Service Manager - Hybrid
Canon Canada
Montreal, QC
- $117,100 to $131,800 CAD / year
- Full-time
Advanced time management/multi-tasking skills are required to balance priorities of Manager’s sales requests in a defined region.
Added 1 hour ago
W
Senior Manager, Merchandising Planning
Walmart
Mississauga, ON
- Full-time
The Senior Manager, Merchandising Planning leads the strategy, planning, and execution of merchandising programs, driving sales, profit, and inventory objectives while ensuring integration…
Added 1 hour ago
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Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
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.
Added 1 hour ago
D
ServiceNow Cyber Sales Executive (Senior Manager)
Deloitte
Toronto, ON
- Full-time
Deloitte Canada is seeking an experienced sales professional to support our successful and growing ServiceNow Cyber practice. The individual will focus on our market position, relationship…
Added 1 hour ago
MN
Senior Account Manager
Mosaic North America
Toronto, ON
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 1 hour ago
MN
Senior Account Manager
Mosaic North America
Vancouver, BC
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 1 hour ago
R
Client Advisor Intern
RBC
Montreal, QC
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 1 hour ago
S
Customer Success Manager
Solink
Remote, Canada
- $96,769 to $120,000 CAD / year
- Full-time
- Remote
As a Customer Success Manager (Low Touch), you will keep a book of established customers engaged and growing. Monthly check-ins give every account regular contact, and digital and…
Added 1 hour ago
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Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
…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…

BMO

Client Service Associate, Private Wealth

Toronto, ON, Canada
FCP, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 18, 2026
Experience: Typically 3–5 years of relevant experience, or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 4, 2026

Original job description

Application Deadline:

11/17/2026

Address:

100 King Street 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.

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.

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 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 a wealth management environment. Strong organizational skills, knowledge of investment products, and the ability to build trusted client relationships are essential for this role.

Skills

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

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
CIRO
Investment representative
BMO Nesbitt Burns
Portfolio management
Trade processing
Client service
Regulatory compliance
Account maintenance
Financial planning
Retirement planning
Trust services
Estate services
Investment advisory
Client engagement
Marketing activities
Risk management
Asset management
Investment products
Client development

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