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Added 8 mins ago
NC
Inside Sales Specialist
NAPA Canada
Dryden, ON
- Full-time
The Inside Sales Representative is the dedicate point of contact for a single large customer. This role delivers responsive, end-to-end support from initial inquiry through product…
Added 9 mins ago
A
Field Representative - Alcoholic Beverages
Acosta
Toronto, ON · Etobicoke, ON
- Full-time
Take the next step in your retail merchandising career, as a Full-time Retail Merchandiser to support the in-store execution for our leading CPG client. In this role, you will execute a…
Added 24 mins ago
PP
Production Supervisor
PCI Pharma Services
Mississauga, ON · CAN_Mississauga
- Full-time
Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required for the stated position. Reasonable accommodations may be made to enable…
Added 37 mins ago
SR
Dealing Representative
STRIVE Recruitment Inc.
Vancouver, BC
- $60,000 to $90,000 CAD / year
- Full-time
Support the organization's social media presence and marketing initiatives to strengthen investor engagement and market visibility.
Added 37 mins ago
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Digital Sales Engineer / Market Development Manager-Automation-Flygt
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- Full-time
…Digital Sales Engineer (Automation & Digital Solutions) to support and expand the sales of Flygt automation and digital solutions throughout the Eastern Canadian…
Added 53 mins ago
M
Sr. Specialist, Partner Rewards and Strategic Initiatives
Manulife
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- Full-time
…Rewards Program and provides analytical, reporting and execution support for key strategic initiatives such as CX reporting, Monthly Business Reviews and Product…
Added 1 hour ago
KS
Credit Card Representative
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Windsor, ON
- Full-time
Work with one of the most recognized field marketing agencies in Canada
Added 1 hour ago
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Sales Development Representative - Ottawa
Medfar
Ottawa, ON
- Full-time
As a Sales Development Representative (Province of Ontario), you will be involved in MEDFAR's sales activities. The incumbent will be involved in the business development and sale of MYLE,…
Added 1 hour ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting…
Added 1 hour ago
B
Customer Service Representative
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- Part-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Added 1 hour ago
CV
DIRECTOR, B2B Sales & Business Development
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- $70,000 to $100,000 CAD / year
- Full-time
Make our sales agency and representative network productive and accountable through clear territories, goals, priorities and follow-up.
Added 1 hour ago
RS
Sr Field Service Technician
Rapiscan Systems
Vancouver, BC
- $38 to $48 USD / hour
- Full-time
…availability, service revenues, reporting, and supporting Sales and Marketing…
Added 1 hour ago
A
Retail Sales Representative
Acosta
Quebec, QC
- Full-time
We are currently looking for a results-oriented sales representative to represent our customers in grocery stores in their territory.
Added 2 hours ago
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Export Co-ordinator
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Toronto, ON
- Full-time
…Courier Office, Consolidation Centres, International Sales, Marketing) and external stakeholders (carriers, freight forwarders, trucking companies, international clients, associate…
Added 2 hours ago
Sr Specialist, Marketing Integration, Content & Brand (18 month contract)
Gore Mutual Insurance
Toronto, ON
The Senior Specialist, Marketing Integration, Content & Brand is a maternity leave cover that plays a critical role in supporting Gore Mutual’s transition to the Beneva brand over a defined…
Added 2 hours ago
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Sales Representative
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Burlington, ON
- Full-time
Work Location: In personRole Description This is a full-time, on-site Sales Representative role based in Burlington, ON. The Sales Representative will engage prospective and existing…
Added 2 hours ago
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Project Group Manager
Electrozad
London, ON
- Full-time
Support and align with the London Sales function by providing visibility into delivery capacity, timelines, and project feasibility
Added 2 hours ago
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Universal Banker
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Toronto, ON
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 2 hours ago
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Territory Sales Representative - Southwestern Ontario
Muskoka Brewery
Bracebridge, ON · Toronto, ON
- Full-time
…through superior customer service, responsiveness, promotional support, and true understanding of each channel's business building…
Added 2 hours ago
CT
Senior Applied AI Scientist, Advanced Analytics & Modelling - Customer Intelligence
Canadian Tire Corporation
Toronto, ON
- Full-time
…patterns across hundreds of millions of transactions. Its outputs support Personalization, marketing, merchandising, dealer and broader customer analytics use…
Added 2 hours ago
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Senior ML/AI Engineer, Advanced Analytics & Modelling - Customer Intelligence Platforms
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…patterns across hundreds of millions of transactions. Its outputs support Personalization, marketing, merchandising, dealer and broader customer analytics use…
Added 2 hours ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…investment and account needs, execute client-initiated trades, support portfolio reviews and help Investment Advisors deliver responsive, personalized…
Added 2 hours ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client…
Added 2 hours ago
LM
Underwriter, Property & Casualty
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- Full-time
…submission generation and proactive pipelining, in addition to core marketing and market presence…
Added 3 hours ago
Communications Officer
The Government of Nova Scotia
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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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