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Added 2 mins ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
…represents BMO Financial Group’s expected target for the first year in this…
Added 2 mins ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Nelson, BC
- Full-time
As a Personal Insurance Associate, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner…
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HI
Processing Associate
HUB International
Chilliwack, BC
- Full-time
As a Processing Associate, you will process personal lines data for multiple branches. You will build relationships and provide excellent service to our personal lines teams. You will have…
Added 2 mins ago
FC
Fit4Less Host - Oshawa Ritson Road North
Fit4Less Canada
Oshawa, ON
- Part-time
…through, and when logged into Workday. We will never send or ask any Associate or Candidate to send this information via email, phone or…
Added 2 mins ago
FC
Fit4Less Host - Hamilton Centre
Fit4Less Canada
Hamilton, ON
- Part-time
…through, and when logged into Workday. We will never send or ask any Associate or Candidate to send this information via email, phone or…
Added 2 mins ago
M
Senior Delivery Lead, Strategic Accounts
Monks
Toronto, ON
- Full-time
Please note that we will never request payment or bank account information at any stage of the recruitment process. As we continue to grow our teams, we urge you to be cautious of…
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FC
Fit4Less Host - Mississauga Westwood
Fit4Less Canada
Mississauga, ON
- Part-time
…through, and when logged into Workday. We will never send or ask any Associate or Candidate to send this information via email, phone or…
Added 2 mins ago
TC
Long Term Occasional Position - Primary/Junior/Intermediate - French Core (FSL)
Toronto Catholic District School Board
Toronto, ON · Scarborough, ON
- Full-time
Two (2) Associate/Host Teacher references, or an alternate reference source (such as a Principal).
Added 2 mins ago
Warehouse Associate III (Lead)
H-E Parts International
AB · Edmonton, AB
The Warehouse Associate III (Lead) is responsible for coordinating and Leading all warehouse and inventory control activities daily including receiving, material handling, picking, issuing,…
Added 2 mins ago
FC
Fit4Less Host - Ottawa Walkley Road
Fit4Less Canada
Ottawa, ON
- Part-time
…through, and when logged into Workday. We will never send or ask any Associate or Candidate to send this information via email, phone or…
Added 2 mins ago
FC
Fit4Less Host - Windsor Devonshire
Fit4Less Canada
Windsor, ON
- Part-time
…through, and when logged into Workday. We will never send or ask any Associate or Candidate to send this information via email, phone or…
Added 33 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
…represents BMO Financial Group’s expected target for the first year in this…
Added 33 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
…represents BMO Financial Group’s expected target for the first year in this…
Added 33 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
…represents BMO Financial Group’s expected target for the first year in this…
Added 33 mins ago
TS
Store Associate
The Salvation Army in Canada
Surrey, BC
- Part-time
…Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support…
Added 33 mins ago
KA
Team Lead
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- Full-time
We are looking for enthusiastic applicants to join our team as a Sales Associate.
Added 33 mins ago
TC
Long Term Occasional Position - Primary/Junior - 50% French Core (FSL) and 50% English as a Second Language
Toronto Catholic District School Board
Toronto, ON · North York, ON
- Full-time
Two (2) Associate/Host Teacher references, or an alternate reference source (such as a Principal).
Added 1 hour ago
Field Operations Associate
Grainger Businesses
Sarnia, ON
…modify, or discontinue its compensation and benefits programs at any time, in accordance with applicable…
Added 1 hour ago
SF
Acquisition Marketing Manager
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Toronto, ON
- Full-time
…research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and international initiatives to benefit children in Canada…
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Bilingual Wish Discovery Coordinator (12-month contract)/Coordonnateur.trice, exploration des rêves (contrat 12 mois)
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Montreal, QC
Added 1 hour ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Cloverdale, BC · Surrey, BC
- Part-time
…Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support…
Added 1 hour ago
KP
Department Assistant, Arts - Competition ID: 4853
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…and recommendations are relied upon when the DBM, Chair(s), Associate Deans, and Dean are making…
Added 1 hour ago
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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
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Sales Associate (Sherbrooke) - Permanent Full Time
Dormez-vous
Sherbrooke, QC
- Full-time
…and We DELIVER with Excellence – we are building on our 30-year foundation of taking care of each other and our customers’ sleep needs, with passion and commitment to be the best that we…
Added 2 hours ago
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AE - Merchandising Team Leader (Assistant Manager)
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…development plans, and performance reviews a priority and you drive associate engagement by celebrating your team's outstanding performance -…

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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