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Added 11 mins ago
E
Civil Project Engineer/ Project Manager
EXP
Markham, ON
- Full-time
EXP is currently searching for a Civil Project Engineer / Project Manager in our Markham office. Our team works in a fast-paced environment and growth oriented, ideally suited for…
Added 11 mins ago
Manager of Clinical Practice (PEI)
Bayshore
Charlottetown, PE
We are seeking a Manager of Clinical Practice (MCP) to provide clinical leadership and ensure excellence in client care.
Added 11 mins ago
LM
Senior Compensation Analyst, Total Rewards
Liberty Mutual Canada
Remote, Canada
- Temporary
- Remote
Partner closely with Total Rewards, HR, and business leaders to deliver tailored compensation solutions that address client group needs and support broader organizational priorities.
Added 11 mins ago
Senior Renewable Power Engineer
Hatch
Mississauga, ON
Lead utility scale renewable energy project delivery as the project manager, project engineer, or subject matter expert
Added 11 mins ago
CF
Personal Training Manager
Crunch Fitness Canada
Windsor, ON
- $50,000 CAD / year
- Full-time
Join our team as the Personal Training Manager and be a driving force behind a high-performance, high-care culture that prioritizes speed, urgency, and exceptional results through member…
Added 11 mins ago
Urban Transit and Mobility Internship - 2027
Mott MacDonald
Vancouver, BC
…office. We balance flexibility with connection, so you and your manager can choose how to meet clients, team, and personal…
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Technical Specialist (Computer Services Officer 3)
The Government of Nova Scotia
Halifax, NS
As the Technical Specialist, you will be reporting to the Manager of Security Operations within the Digital Infrastructure – Network, Security division of Cyber Security and Digital…
Added 11 mins ago
A
Manager, Alberta, Electrical
AtkinsRéalis
Calgary, AB
- Full-time
AtkinsRéalis is growing and our Western Canadian Engineering group is seeking a client-facing Electrical Engineering leader to join our team in Calgary. This role leads our Electrical team…
Added 11 mins ago
A
Manager British Columbia, Mechanical
AtkinsRéalis
Vancouver, BC
- Full-time
AtkinsRéalis is growing and our Western Canadian Engineering group is seeking a client-facing mechanical engineering leader to join our team in Vancouver. This role leads our Mechanical…
Added 11 mins ago
C
Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
CBC/Radio-Canada
Quebec, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 11 mins ago
C
Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 11 mins ago
Preconstruction PM - ICI Projects
EBC Inc.
Mississauga, ON
…work with heart and enthusiasm to meet deadlines and exceed client expectations, while improving the well-being of…
Added 11 mins ago
OM
Operations Project Manager
OnDeck Marketing
Calgary, AB
- Full-time
The Operations Project Manager keeps client campaigns on track from launch to close and keeps an assigned portfolio of partner schools engaged, growing, and technically up and running.
Added 11 mins ago
QM
Service Manager - HVAC
Quantum Management Services Ltd.
Calgary, AB
- $80,000 to $100,000 CAD / year
- Full-time
Our client, an established and growing home services organization, is seeking a Service Manager to support and lead its Calgary service operations.
Added 11 mins ago
C
Project Manager (Land Piling Projects)
Confidencial
Vancouver, BC
- $120,000 to $160,000 USD / year
- Full-time
Project Manager (Land Piling Projects) - North Vancouver
Added 11 mins ago
HN
Health & Safety Specialist
Harbinger Network Inc.
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
Our client is an established GTA General Contractor and Construction Manager with roughly 30 years in business. They deliver commercial, industrial, and institutional work through three…
Added 25 mins ago
P
Senior Associate SIEM Implementation
PwC
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 25 mins ago
P
Independence Manager
PwC
Toronto, ON
- Full-time
As an Independence Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 25 mins ago
R
Senior Manager, Social Content & Communities
RBC
Toronto, ON
- Full-time
…recognized brands. We're looking for an experienced Senior Manager, Social Content & Communities to lead how RBC Direct Investing shows up across social: turning complex investing concepts…
Added 25 mins ago
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Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
…financial analysis, cash management, investments, credit, and client acquisition takes centre stage. Your finely honed solution-development skills, combined with your innate business…
Added 26 mins ago
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Customer Success Manager - Canada
Buildots
Toronto, ON
- Full-time
…they have seen before. We are looking for a Customer Success Manager to take part in the implementation of these capabilities on construction projects to ensure successful delivery for our…
Added 26 mins ago
C
Manager, Instrumentation
CDN
Grande Prairie, AB
- Full-time
We are seeking a Manager, Instrumentation to lead and oversee the performance of our instrumentation division based out of Grande Prairie. This role is responsible for driving operational…
Added 26 mins ago
P
Senior ServiceNow Developer
Procom
Toronto, ON
- Contract
On behalf of our Banking client, Procom is searching for a Senior ServiceNow Developer for a 6 month contract role. This position is a hybrid position with 3 days onsite at our client’s…
Added 26 mins ago
E
Project Group Manager
Electrozad
London, ON
- Full-time
The Senior Electrical Sales Project Manager is responsible for leading and overseeing the London-based project team to ensure the successful planning, execution, and delivery of projects…
Added 26 mins ago
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Quality Control Coordinator (Construction)
Hays
Ajax, ON
- $90,000 to $110,000 CAD / year
- Full-time
Reporting to the Quality Assurance Manager, the Quality Control Coordinator will support the implementation and ongoing improvement of the company's Quality Management System (QMS). You…

BMO

Client Service Associate, Private Wealth

Toronto, ON, Canada
FCP, Canada

Full-time

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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.

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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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