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Added 14 mins ago
TH
Order Picker Part Time - ST CATHARINES
The Home Depot
St. Catharines, ON
- Part-time
…handling basic customer order-related transactions, such as POS sales and returns, answering or making customer phone calls and the ability to read a COM order or notes in the…
Added 14 mins ago
S
store manager, Campbell River, B.C
Starbucks
Campbell River, BC
- $62,500 to $82,600 CAD / year
Grow a successful, multi-million dollar business: drive sales leveraging your business acumen, efficiency and problem solving skills
Added 14 mins ago
Valve Technician
Spartan Controls Ltd.
AB · Edmonton, AB
…Canada and beyond. We are dedicated to providing exceptional sales, support and service experiences for our diverse customer base in industries such as mining, power, oil & gas, municipal,…
Added 14 mins ago
Sunglass Hut Market Manager
EssilorLuxottica Group
Mississauga, ON
The Market Manager- Sun drives results, oversees a group of stores within a region, and reports to the regional manager. The Market Manager supports the team to succeed on all measures and…
Added 14 mins ago
Sunglass Hut Market Manager Prairies North
EssilorLuxottica Group
Winnipeg, MB
The Market Manager- Sun drives results, oversees a group of stores within a region, and reports to the regional manager. The Market Manager supports the team to succeed on all measures and…
Added 14 mins ago
GC
Field Service Manager
Gunnebo Canada
Burnaby, BC
- Full-time
The Field Service Manager (FSM) is responsible for providing tactical leadership, oversight, operational management of all field service and installation activities within an assigned…
Added 14 mins ago
BH
Assistant General Manager - Lupo Italian
Banff Hospitality Collective
Banff, AB
- Full-time
The Assistant General Manager contributes to the success of Banff Hospitality Collective by participating in the management of the daily operations of the restaurant, including the…
Added 14 mins ago
Small Business Manager
Coast Capital Savings
Surrey, Brit
…legislative/regulatory requirements, to effectively and efficiently support and sustain exemplary customer sales, service and non-credit…
Added 14 mins ago
C
Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
CBC/Radio-Canada
Quebec, QC
- Full-time
Reporting to the Senior Manager, Regional Sales, you will play a key strategic and operational role on the regional Media Solutions sales team.
Added 14 mins ago
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Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
As an engaging leader, you will develop and orchestrate both short- and long-term sales strategies so as to maximize multiplatform (TV and Digital) advertising revenues. You will oversee…
Added 14 mins ago
SI
Intern - Internal Audit
Saputo Inc.
Montreal, QC · Head Office - Corporate
- Full-time
With support, draft audit report findings and perform follow-up reviews to verify that management action plans have been implemented;
Added 14 mins ago
BH
Assistant General Manager - Lupo Italian
Banff Hospitality Collective
Banff, AB
- Full-time
The Assistant General Manager contributes to the success of Banff Hospitality Collective by participating in the management of the daily operations of the restaurant, including the…
Added 14 mins ago
SC
Account Manager - Graphics
Spicers Canada
Calgary, AB
- Full-time
We are currently looking for a Full-Time Account Manager - Graphics located in Calgary, Alberta, reporting to the Senior Director, Technology Solutions, Graphic Systems and Solutions.
Added 14 mins ago
PL
Retirement Living Consultant (Sales Consultant)
Prima Living
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Reports To: Executive Director / General Manager
Added 29 mins ago
OR
Wireless Manager - 1206 Maple Ridge
OSL Retail Services Inc
Maple Ridge, BC
- Other
OSL is a dynamic, people-driven company providing outsourced sales services. We celebrate unique and energetic people that work together to deliver incredible results; great people doing…
Added 29 mins ago
Trade Sales & Deliveries - Matamata
Fletcher Building
Hamilton, ON
Reporting to the Branch Manager, this is a varied role working across the whole branch that will see you involved in sales on the Trade Counter, Inwards Goods, Cycle Counting, Stocking and…
Added 29 mins ago
BR
Leasing & Site Administrator
BGO Real Estate
Newmarket, ON
- Full-time
Team & Office Support: Work closely with the Community Manager and other staff, maintain knowledge of suite inventory and property standards, and provide general administrative support.
Added 29 mins ago
MR
Par-Time Sales Associate
Match Retail
Burnaby, BC
- $25 CAD / hour
- Part-time
Match Retail is seeking enthusiastic and dynamic Sales Associates to represent a prestigious luxury brand, Nespresso. If you're passionate about high-end products and thrive in…
Added 29 mins ago
BR
Game Day Lead (Vancouver)
Brodie Rec League
Burnaby, BC · Richmond, BC · Vancouver, BC
- $22 to $28 CAD / hour
- Full-time
The Game Day Lead runs the floor so the League Manager can run the league. On game night, you own the operation: the gym is set to the site map, every stream is live, every role is covered,…
Added 29 mins ago
BR
Game Day Lead (Ottawa)
Brodie Rec League
Ottawa, ON
- $22 to $28 CAD / hour
- Full-time
The Game Day Lead runs the floor so the League Manager can run the league. On game night, you own the operation: the gym is set to the site map, every stream is live, every role is covered,…
Added 29 mins ago
BR
Game Day Lead (Oakville)
Brodie Rec League
Oakville, ON
- $22 to $28 CAD / hour
- Full-time
The Game Day Lead runs the floor so the League Manager can run the league. On game night, you own the operation: the gym is set to the site map, every stream is live, every role is covered,…
Added 29 mins ago
BR
Game Day Lead (Calgary)
Brodie Rec League
Calgary, AB
- $22 to $28 CAD / hour
- Full-time
The Game Day Lead runs the floor so the League Manager can run the league. On game night, you own the operation: the gym is set to the site map, every stream is live, every role is covered,…
Added 29 mins ago
R
Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
…Boards, Hospitals, etc.), where a specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for this industry’s needs. In this role your…
Added 29 mins ago
R
Project Quotations Specialist
REXEL
Kitchener, ON
- Full-time
…customer and for Westburne. Reporting to the GTA Quotations Manager, you will support the quotations and project management…
Added 29 mins ago
R
Project Quotations Specialist
REXEL
Mississauga, ON
- Full-time
…customer and for Westburne. Reporting to the GTA Quotations Manager, you will support the quotations and project management…

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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