Find work in Canada.

590,722 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
IG
Health, Safety and Environment Specialist***Spécialiste, santé, sécurité, et environnement
IPEX Group
Edmonton, AB · CA - Edmonton - Distribution
- Full-time
As a trusted Health, Safety and Environment Specialist, you will work closely with site leadership, supervisors, and employees to promote a strong safety culture, ensure regulatory…
Added 13 mins ago
P
Business Development Engineer
Pliteq
Vancouver, BC
- Full-time
Contribute creatively to new product development as well as any other area of the business
Added 28 mins ago
SCM Category Manager, Pipeline Construction
Trans Mountain
Calgary, AB
Manage construction contractor relationships, strategic contractor development initiatives and contractor capacity risk mitigation strategies.
Added 28 mins ago
Director, Learning Advisory & iLEAD
Scotiabank
Toronto, ON
The Director, Learning Advisory & Leadership Development leads the enterprise learning and leadership development strategy to ensure learning solutions are aligned with business priorities…
Added 28 mins ago
Business Advisor - Yonge & St. Clair, Toronto, ON
Scotiabank
Toronto, ON
You demonstrate excellent business development techniques and are conversant with business legal structures and life cycles, competitor offerings and alternate sources of financing
Added 43 mins ago
CH
HR Advisor - Calgary
CBI Home Health
Calgary, AB
- Full-time
Support employee performance improvement plans and leadership development initiatives.
Added 58 mins ago
AC
Commercial Risk Practice Leader
Aon Corporation
Vancouver, BC
- Full-time
…commercial practice clients? Are you ready to step into a pivotal leadership role, steering an innovative and high-performing team to new heights? At Aon Vancouver, we are redefining what…
Added 58 mins ago
O
Senior Public Affairs Advisor
OPTrust
Toronto, ON
- Contract
The Senior Public Affairs Advisor is responsible for managing OPTrust’s organizational reputation to external audiences, including media, stakeholders, Sponsors, and policy makers. The…
Added 1 hour ago
D
Advisor, Securities
Desjardins
Mascouche, QC
- Full-time
Added 1 hour ago
D
Senior Advisor, Legal affairs
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior legal affairs advisor, you help protect the organization’s legal interests by ensuring it complies with all laws. You also play a key role in making sure that its rights are…
Added 1 hour ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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.
Added 1 hour ago
B
Trust and Estate Advisor
BMO
Vancouver, BC · Victoria, BC · FBT
- Full-time
Develops and executes business development strategies to achieve growth, sales, and relationship objectives for the assigned market and portfolio.
Added 1 hour ago
B
Trust and Estate Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Develops and executes business development strategies to achieve growth, sales, and relationship objectives for the assigned market and portfolio.
Added 1 hour ago
TV
Senior Account Manager
The Vantage Talent Group
Burlington, ON
- $140,000 to $160,000 CAD / year
- Full-time
…management, benefits consulting, client retention, and business development. The successful candidate will act as a trusted advisor to employers, helping them evaluate existing benefits…
Added 1 hour ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative, strategic plans that address clients’ cross-border needs and minimize tax…
Added 1 hour ago
Senior Talent Programs Advisor
Trans Mountain
Calgary, AB
…individual to join our dynamic team as a Senior Talent Programs Advisor. In this position, you will play a key role in leading the assessment, development, implementation, sustainment and…
Added 1 hour ago
Senior Financial Advisor- Clairfields Centre Branch
Scotiabank
Guelph, ON
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 1 hour ago
Senior Financial Advisor-Acton
Scotiabank
Acton, ON
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 1 hour ago
RU
Tax Senior Associate - Private Company
RSM US LLP
Toronto, ON
- Full-time
Provide leadership, training and career mentorship to staff and supervisor level team members
Added 1 hour ago
Director, Life Underwriting
The Canada Life Assurance Company
Canada
…Distribution and Management Information to improve underwriter, advisor and client experiences while protecting the company and its…
Added 1 hour ago
Tourism and Lands Policy Advisor
Government of Alberta
Calgary, AB
…Government of Alberta’s most exciting ministries! We lead the development, sustainability and growth of Alberta’s visitor economy. We also lead the growth of Alberta’s non-profit sport…
Added 1 hour ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 1 hour ago
HEALTH & SAFETY ADVISOR
Boutique La Vie En Rose
Montreal, QC
The Health & Safety Advisor supports the implementation and continuous improvement of the company’s health and safety program across Canada. This role contributes to accident prevention,…

BMO

Client Service Associate, Private Wealth

Toronto, ON, Canada
FCP, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job