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Added 11 mins ago
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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 11 mins ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a member of an interprofessional team, reporting to the Manager of Patient Flow, the RN Care Coordinator provides patient-centered care, supporting patients transitioning from hospital…
Added 11 mins ago
ST
Customer Success Account Manager
STEMCELL Technologies
Burnaby, BC · Canada - BC, Burnaby, Production Way, Onsite
- Full-time
Are you passionate about software and eager to make an impact in the biotechnology industry? STEMCELL Technologies is seeking a Customer Success Account Manager to join our STEMSOFT team!
Added 11 mins ago
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Product Owner - Digital Enablement
Sanofi
Toronto, ON
- Full-time
Break strategy into testable product bets along quarterly planning.
Added 11 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 11 mins ago
PP
Production Supervisor
PCI Pharma Services
Mississauga, ON · CAN_Mississauga
- Full-time
Reporting to the Director of Operations Manager, responsible for directing and overseeing the production and operations of the Packaging Rooms and auxiliary processes. Ensures conformance…
Added 25 mins ago
TB
Distribution Coordinator - Contract
The Beer Store
Bolton, ON
- Contract
…business. Across our Retail Stores, Distribution Centres, Draught Services, Customer Experience Centre, and Corporate Office, our team brings passion, expertise, and a commitment to…
Added 25 mins ago
TA
Human Resources Business Partner-FR
Top Aces
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- Full-time
…itself as the world leader in contracted adversary air (ADAIR) services and joint terminal attack controller (JTAC)…
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Digital & eCommerce Specialist
The Beer Store
Bolton, ON
- Full-time
…business. Across our Retail Stores, Distribution Centres, Draught Services, Customer Experience Centre, and Corporate Office, our team brings passion, expertise, and a commitment to…
Added 25 mins ago
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Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
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 25 mins ago
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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 25 mins ago
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Merchandiser, Hourly Part Time Evening
Loblaw Companies Limited
Ajax, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 25 mins ago
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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 25 mins ago
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Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 25 mins ago
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Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
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 25 mins ago
UO
Physiotherapist (Afternoon/Evening) - Faculty of Kinesiology
University of Calgary
Calgary, AB
- Part-time
The Sport Medicine Centre is seeking an afternoon and evening Physiotherapist. This position reports to the Clinical Manager, Sport Medicine Centre. This is a recurring part-time position,…
Added 25 mins ago
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Gestionnaire de Projets TI Senior (contrat 24+ mois)
DELAN - IT Talent Solutions
Montreal, QC
- Contract
We are currently looking for a Senior IT Project Manager for a 24-month contract with the possibility of being renewed.
Added 25 mins ago
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Gestionnaire, Comptabilité en Gestion Immobilière | Manager, Property Management Accounting
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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 25 mins ago
PR
Senior Supply Chain Analyst
Paramount Resources
Calgary, AB
- Full-time
Reporting to the Manager, Supply Chain, you’ll partner with Facilities Engineering, Construction, Operations, Maintenance, Finance, project teams, and external contractors to develop and…
Added 25 mins ago
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Maintenance Supervisor
Westlake Pipe & Fittings
Woodbridge, ON
- Full-time
The position will be responsible for planning of maintenance activities and oversight of maintenance department employees.
Added 25 mins ago
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Senior Manager, ERP
Calian Group
Ottawa, ON
- Full-time
We are looking for a Senior Manager, Enterprise Resource Planning (ERP) to lead the strategy, delivery, support, governance, and continuous improvement of Calian’s ERP and HRIS ecosystem,…
Added 25 mins ago
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Program Assistant (Temporary), School of Manufacturing and Automation
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
This position reports to the Academic Strategy Operations Manager/Administrative Team Lead and primarily provides administrative supports to the Academic Chair and Associate Chairs with…
Added 25 mins ago
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Premier directeur/Première directrice, Intelligence d’affaires et rapports | Senior Manager, Business Intelligence & Reporting
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- 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 25 mins ago
TA
Recruitment Manager-FR
Top Aces
Dorval, QC
- Full-time
The Recruitment Manager owns the organization’s recruitment strategy and end-to-end talent acquisition delivery. This role combines strategic planning, governance, market intelligence and…
Added 25 mins ago
BC
Construction Manager
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AB · Edmonton, AB
- Full-time
We are currently seeking a qualified Construction Manager to join our Construction team, based out of Edmonton. The Construction Manager will be responsible for planning, organizing,…

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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