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Added 6 mins ago
C
Manager, Business Analyst - CHAPS / High-Value Payments
Cognizant
Toronto, ON
- Full-time
As a Manager, Business Analyst - CHAPS / High-Value Payments, you will make an impact by translating complex UK high-value payment and regulatory requirements into clear business and…
Added 6 mins ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 6 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 6 mins ago
YO
YMCA Experience Associate Salaried
YMCA of Northern Alberta
Edmonton, AB
- Full-time
Be available to provide information on YMCA programs and services to meet individual needs, process registrations for memberships, events, programs, and services. Process and approve…
Added 6 mins ago
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Logistics and Transport Coordinator
BRP
Valcourt, QC
- Full-time
…for an R&D Transport Coordinator, reporting to the Technical Services Manager, to optimize and manage logistics processes and transportation in an innovation-driven environment. In this…
Added 20 mins ago
A
Spécialiste des services financiers/Finance Manager
AutoCanada
Mirabel, QC
- Other
Un directeur des services financiers en concession supervise et gère les opérations financières et d'assurance de la concession. Il travaille en étroite collaboration avec les clients pour…
Added 20 mins ago
AE
Supply Chain Analystics Specialist (Temporary Position)
Agnico Eagle Mines Limited
Rouyn-Noranda, QC
- Full-time
The Support and Development Center provide services to Agnico Eagle's various Canadian and / or international mining operations in a variety of areas, including administration, financial…
Added 20 mins ago
AX
Underwriting Manager, Middle Market Package
AXA XL
Toronto, ON
- Full-time
As Underwriting Manager you will lead the Middle Market underwriting team focusing on property and casualty package for mid-sized businesses across Canada. Working with brokers and clients…
Added 20 mins ago
D-
Gestionnaire de Projets TI Senior (contrat 24+ mois)
DELAN - IT Talent Solutions
Montreal, QC
- Contract
Experience managing projects in banking, financial services or insurance
Added 20 mins ago
B
Gestionnaire, Comptabilité en Gestion Immobilière | Manager, Property Management Accounting
Broccolini
Montréal-Ouest, QC
- Full-time
Broccolini est une entreprise familiale et un fournisseur unique de services en construction, en développement et en immobilier. Notre entreprise dessert, au Canada, les marchés…
Added 20 mins ago
PR
Senior Supply Chain Analyst
Paramount Resources
Calgary, AB
- Full-time
…Through a focused strategy, advanced technical expertise, and financial depth, we have proven ourselves as one of Canada’s top performing exploration and production…
Added 20 mins ago
UO
Billing Analyst, Medical Clinic
University of Calgary
Calgary, AB
- Full-time
Perform research on submissions of appropriate diagnostic & health services codes to ensure accurate billing is in the system, and physicians are paid appropriately
Added 20 mins ago
NF
Front End Department Manager Full Time Day
No Frills
Vancouver, BC
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 20 mins ago
KD
Premier directeur/Première directrice, Intelligence d’affaires et rapports | Senior Manager, Business Intelligence & Reporting
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
…d’approvisionnement. Vous travaillerez avec les dirigeants des services Ventes, Finances, Marketing, Chaîne d’approvisionnement et TI afin de transformer les données en informations…
Added 20 mins ago
BC
Construction Manager
Bantrel Co.
AB · Edmonton, AB
- Full-time
Bantrel is proud to be a leading provider of Engineering, Procurement, Construction and Construction Management (EPC / EPCM) services in Canada.
Added 20 mins ago
NF
Meat Department Manager Full Time Day
No Frills
Vancouver, BC
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 20 mins ago
T
Private Banker II
TD
Halifax, NS · Charlottetown, PE
- Full-time
This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. This…
Added 20 mins ago
T
Manager, Customer Experience II
TD
Yorkton, SK
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 20 mins ago
MS
Data Lifecycle Management (DLM) Specialist (Hybrid) / Spécialiste de la gestion du cycle de vie des données (hybride)
Morgan Stanley
Montreal, QC
- Full-time
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around…
Added 20 mins ago
CS
Customs and Trade Specialist I
Columbia Sportswear Company
London, ON
- Full-time
…Ontario. Reporting to the Canada Customs and Trade Program Manager, the Customs and Trade Specialist I applies basic knowledge to support the Customs and Trade team with all import and…
Added 20 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Vancouver, BC · Toronto, ON
- Full-time
Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving…
Added 20 mins ago
Donation Processing Administrator, University Relations
University of Saskatchewan
Saskatoon, SK
…involve complex situations where errors can have significant financial, operational, and reputational…
Added 20 mins ago
CT
AVP, CTR Promo Strategy & Programs
Canadian Tire Corporation
Toronto, ON
- Full-time
…and trusted companies, with a portfolio that spans retail, financial services, loyalty, petroleum, and real estate. Founded in 1922, CTC includes iconic banners and businesses such as…
Added 35 mins ago
GO
Sport and Recreation Development Officer
Government of Nunavut Recruitment
Baker Lake, NU
- Full-time
Reporting to the Manager of Sport and Recreation Programs, the Officer provides technical advice and program support to sport and recreation stakeholders including other GN departments,…
Added 35 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…

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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