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Added 3 mins ago
BI
Software Manager - Fleet Telematics SaaS
BrightOrder Inc.
Remote, Canada
- $110,000 to $120,000 CAD / year
- Full-time
- Remote
…VP, who makes the final call. This role is for an experienced manager who does their best work inside a team and a…
Added 3 mins ago
E
Dietary Aide
Extendicare
St. Paul, AB
- Part-time
Reporting to the Support Services Manager, the Dietary Aide assists with food preparation and serving of meals. Cleans eating, cooking, storage, and serving areas, as well as equipment.…
Added 3 mins ago
MI
Associate Brand Manager
Mondelēz International
Toronto, ON · Business Unit Head Office Gladstone - Toronto, Canada
- Full-time
…and locations across Ontario. A company with many ambitious growth targets, we have invested close to $250 million in our Ontario plants in recent years alone; We run marketing campaigns…
Added 3 mins ago
E-Commerce Activation Manager (18-month contract)
Nestle Operational Services Worldwide SA
Montreal, QC
Job title: eCommerce Activation Manager (15-month contract)
Added 3 mins ago
Senior Manager, Real Estate Operations, Saskatchewan
Bell
Regina, SK
…and a collaborative environment that supports creativity and growth. Want to be part of a diverse team where your work makes a real impact? If you’re inspired by innovation that advances…
Added 3 mins ago
Branch Manager
Money Mart
Toronto, ON
The Branch Manager sets the tone for a positive work environment, develops branch team members, supports local business growth, and ensures the branch operates safely, accurately, and in…
Added 3 mins ago
ST
Account Manager, Electronic Security
Securitas Technology Canada
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting directly to the District Sales Manager, you will be responsible for expanding and maintaining a customer portfolio that allows for the positive presentation of Securitas…
Added 3 mins ago
HE
Social Media and Community Event Manager
Heaps Estrin Real Estate Team
Toronto, ON
- Full-time
We are seeking a creative and detail-oriented Social and Community Event Manager to oversee our social media, digital and event initiatives. Reporting to the Senior Marketing Manager, this…
Added 3 mins ago
BH
Senior Manager, Digital Innovation (AI)
BC Hydro
Burnaby, BC
- Full-time
The Senior Manager, Digital Innovation provides both technical and strategic leadership to identify, prioritize, and respond to demand for AI solutions. This includes accelerating the…
Added 3 mins ago
M
Director, Trust & Anti-Fraud // Directeur, Confiance et Anti-fraude
Mistplay
Montreal, QC
- Full-time
…You'll work in a tight coordination with our Fraud Analytics Manager and an Engineering Manager, who bring the analysts and engineers; together you define the roadmap, and you are the one…
Added 3 mins ago
EL
Account Manager
EveryPoint Logistics Hudson
Hudson, QC
- Full-time
Candidates should possess Sales and Sales Management skills to drive new business, manage accounts, and support revenue growth.
Added 3 mins ago
D
Client service associate
Dialectica
Montreal, QC
- Full-time
…next day assisting a strategy consultancy looking into the growth outlook for solar energy in the Middle…
Added 4 mins ago
M
Director, Trust & Anti-Fraud // Directeur, Confiance et Anti-fraude
Mistplay
Toronto, ON
- Full-time
…You'll work in a tight coordination with our Fraud Analytics Manager and an Engineering Manager, who bring the analysts and engineers; together you define the roadmap, and you are the one…
Added 4 mins ago
NI
Client Retention Manager
NRI Industrial Sales
Mississauga, ON
- Full-time
NRI Industrial Sales is seeking a Client Retention Manager to support the ongoing management and engagement of our B2B client relationships. Reporting to the VP of Sales & Acquisitions,…
Added 4 mins ago
CC
Funeral Sales Counsellor
Catholic Cemeteries & Funeral Services - Archdiocese of Toronto
Toronto, ON
- Full-time
As a Funeral Sales Counsellor, you will report to the Funeral Home Manager and be responsible for developing opportunities and establishing lasting relationships within the Catholic…
Added 18 mins ago
Senior Associate, OOH Direct Activation
WPP Media
Toronto, ON
WPP is the trusted growth partner for the world’s leading brands. With exceptional talent, trusted data and intelligence, and world-class partnerships – all united by our pioneering agentic…
Added 18 mins ago
Bilingual Manager, Analytics
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
Support towards your personal and professional growth with training, mentorship and more.
Added 18 mins ago
RC
Marketing Manager, Customer Execution
Revlon Corporate
Mississauga, ON
- $95,000 to $115,000 CAD / year
Reporting to the Sr. Director, Marketing, the Marketing Manager, Customer Execution, recommends and leads marketing activations and ecommerce performance across key retailers and…
Added 18 mins ago
TT
Safety Data Analyst
Trimac Transportation
Calgary, AB
- Full-time
…limitations, and recommended follow-up actions clearly for the Manager and other…
Added 18 mins ago
Senior Manager, Product Marketing
Toast
Canada
We’re looking for a Senior Manager, Product Marketing to translate product capabilities, customer insights, and market opportunities into differentiated positioning, compelling messaging,…
Added 18 mins ago
SA
Manager, Customer Success
Schema App
Remote, Canada
- $120,000 to $130,000 CAD / year
- Full-time
- Remote
The Manager, Customer Success leads, coaches, and develops a team of Customer Success Managers to deliver exceptional customer outcomes, build strategic relationships, and drive retention…
Added 18 mins ago
N
Engineering Manager - Toronto, Canada (hybrid)
Nubank
Toronto, ON
- Full-time
…thrives on customer love and lower costs, feeding a flywheel of growth and…
Added 18 mins ago
CC
Sales Representative, Banquets & Catering
Compass Canada
Winnipeg, MB
- Full-time
The Banquet Sales Representative is responsible for generating growth and increasing sales revenue related to all catered/banquet venue spaces within The Park & Zoo. This includes…
Added 18 mins ago
JV
Part-time Member Experience Coordinator - Eglinton
Juno Veterinary
Toronto, ON
- Part-time
…loves the idea of building something new, contributing to our growth, and being part of a group that is growing, evolving and supporting the future of vet…
Added 18 mins ago
EA
Software Engineer III -Software Engineer III - Temporary Full Time
Electronic Arts
Vancouver, BC
- Full-time
Reporting to the Engineering Manager, we are seeking an experienced .NET Software Engineer with a strong DevOps background to join our Quality Verification and Standards (QVS) team. In this…

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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