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Added 2 mins ago
IT
Service Manager
Inland Truck & Equipment
Brandon, MB
- Full-time
Ability to read, analyze and interpret financial reports
Added 2 mins ago
CI
DIRECTEUR COMMERCIAL - ANALYSTE (DCA)
CMG International
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…of manufacturing and industrial businesses, analyzing their financial and commercial situation, identifying their needs, assessing how CMG can intervene, and securing mandates tailored to…
Added 2 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 mins ago
C
Student Intern, Corporate Sustainability
Celestica
Toronto, ON
- $23 to $30 CAD / hour
- Temporary
…Initiative (GRI) standards, the Task Force on Climate-Related Financial Disclosures (TCFD) and/or Sustainability Accounting Standards Board…
Added 2 mins ago
B
Property Manager
BGIS
MB · Manitoba, Canada
- Full-time
…preparation of the annual budget, reporting, capital planning and financial performance of the…
Added 2 mins ago
AC
Analyste d’affaires, Marchés des capitaux
Amaris Consulting | Part of Mantu
Toronto, ON
- Full-time
For the CLM/KYC track: 3+ years of experience with KYC/KYB, CLM, AML/ATF or regulatory compliance in a financial institution.
Added 2 mins ago
TS
Executive Coordinator / Personal Assistant
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
Minimum 3-5 years of administrative experience in a professional, fast-paced environment (experience within the financial services industry or supporting senior business executives is an…
Added 2 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 mins ago
IW
Senior Compliance Specialist, Compliance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 mins ago
C
Senior Advisor, Product Line Management, Maintenance & Managed Services
Ciena
Canada
- Full-time
Maintain an ongoing understanding of the portfolio-level P&L and its relevant financial KPIs; track performance, identify trends and variances, and provide analysis or reporting as needed.
Added 2 mins ago
PC
Forensic & Dispute Services  Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
…provide support to our clients who wish to investigate potential financial crime, support clients responding to regulatory enquiries, help clients review and remediate systems and controls…
Added 2 mins ago
HC
Client Service Administrator - Milton (6 month contract)
HearingLife Canada
Milton, ON
- Contract
…maintaining inventory. Your attention to detail will ensure smooth financial…
Added 2 mins ago
AC
Product Owner, Solutions des marchés des capitaux
Amaris Consulting | Part of Mantu
Toronto, ON
- Full-time
Experience in banking, Capital Markets, financial services or another regulated environment.
Added 2 mins ago
B
Client Director
BGIS
Montreal, QC
- Full-time
Financial management – well-developed financial management abilities along with proven previous experience
Added 2 mins ago
FS
Senior Risk Analyst
Financial Services Regulatory Authority of Ontario (FSRA)
Toronto, ON
- Full-time
At FSRA, our vision is to ensure financial safety, fairness, and choice for Ontarians. As a financial services regulator, we’re passionate about protecting consumers. Our principles-based…
Added 2 mins ago
C
Supply Chain Data Analyst
Convergint
Calgary, AB
- Full-time
Excellent proficiency in financial software specifically related to purchase order entry, accounts payable, and inventory management.
Added 2 mins ago
PC
Forensic & Dispute Services  Senior Associate (Bilingual FR/EN)
PwC Canada
Quebec, QC
- Full-time
…provide support to our clients who wish to investigate potential financial crime, support clients responding to regulatory enquiries, help clients review and remediate systems and controls…
Added 2 mins ago
JH
Director & Actuary, Corporate Development
John Hancock
Toronto, ON
- Full-time
…major strategic initiatives. The role combines actuarial and financial analysis with hands-on transaction execution, senior-level communication and cross-functional…
Added 2 mins ago
UO
BKC Administrative Assistant, Faculty of Science
University of Calgary
Calgary, AB
- Full-time
Provides occasional support for financial procedures, reports and processes.
Added 2 mins ago
PC
Corporate Finance Senior Associate (Bilingual FR/EN)
PwC Canada
Quebec, QC
- Full-time
Obtain needed information from available client data and conduct appropriate financial analysis
Added 2 mins ago
AC
Full-time Institutional Research Advanced Data Analyst
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Full-time
…advanced analytical tools to support strategic, academic and financial decision-making. The position integrates enrolment, student, program, financial, demographic, labour-market and other…
Added 3 mins ago
Branch Manager, Vancouver
Odlum Brown
Vancouver, BC
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team…
Added 3 mins ago
FH
Leader, Strategic Transformation (Workday and Business Transformation)
Fraser Health
Surrey, BC
- Full-time
…support a program of integrated initiatives in the People and Financial Stewardship pillars, partnering strategically on Fraser Health Workday implementation and enterprise changes to…
Added 17 mins ago
RH
Senior Fund Accountant
Robert Half
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
…diverse portfolio of private market investments and structured financial products. They are seeking a Senior Fund Accountant / Operational Accountant to join their growing…

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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