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Added 14 mins ago
FS
Warehouse Associate Night Shift
Fresh Start Foods Canada Ltd.
Ottawa, ON · Fresh Start East Ottawa Operations-Ontario-FSE
- Full-time
We are currently seeking Full-Time Warehouse Associate (Night Shift) to join our Ottawa, ON team.
Added 14 mins ago
M
Member Experience Associate - Opener (4:30AM-12:30PM)
Movati
Ottawa, ON
- Full-time
Our Member Experience Associate is responsible for promoting outstanding customer service practices and striving to continuously improve the member experience. You will also:
Added 14 mins ago
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Member Experience Associate - Closer
Movati
Ottawa, ON
- Part-time
Our Member Experience Associate is responsible for promoting outstanding customer service practices and striving to continuously improve the member experience. You will also:
Added 28 mins ago
GS
Research Associate, Analytical Ops
Gilead Sciences
AB · CA - AB - Edmonton
- Full-time
Demonstrates effective time management skills and ability to work independently and as part of a team.
Added 43 mins ago
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Corporate Finance Senior Associate (Bilingual FR/EN)
PwC
Quebec, QC
- Full-time
As a Corporate Finance Senior Associate (Bilingual FR/EN) , you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and…
Added 58 mins ago
Retail Experience Lead
Fire & Flower Inc.
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SL
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- Part-time
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Added 58 mins ago
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Sales Associate, Footwear (Seasonal, Part-Time)
Sporting Life Group
Burlington, ON
- Part-time
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Added 58 mins ago
SL
Sales Associate, Hardgoods (Seasonal, Part-Time)
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- Part-time
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Added 58 mins ago
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Added 58 mins ago
Customer Accounts Advisor
Talent Acquisition/Human Resources, The Aaron's Family of Companies
Prince Albert, SK
…we, in good faith, believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An…
Added 58 mins ago
Delivery Driver
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Added 58 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Cloverdale, BC · Surrey, BC
- Part-time
Alternative combination of education and Experience may be considered.
Added 1 hour ago
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Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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.
Added 1 hour ago
LC
Associate Faculty - Welding
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Sarnia, ON
- Part-time
…passionate individuals interested in teaching welding courses on a part-time basis for the Apprenticeship & Trades Training…
Added 1 hour ago
CM
Clerical Associate, Medical Day Clinic PTC 2026-7213
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Cambridge, ON
- Other
As an integral member of the Medical Day Clinic team, the Clerical Associate plays a key role in delivering exceptional patient-centered care by ensuring the efficient coordination of…
Added 1 hour ago
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Clerical Support Associate, Medical Imaging
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Toronto, ON · Greater Toronto, ON
- Other
…in the northwest Greater Toronto Area. The organization is a member of the Toronto Academic Health Science Network (TAHSN) and operates Hennick Humber Hospital, along with its Finch and…
Added 1 hour ago
Associate Director Care, Wellbrook Place West
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…Mississauga. The new homes have a combined 632-beds and be part of PCH’s larger strategy that introduce innovative and inclusive programs and services and new models of care delivery. PCH…
Added 2 hours ago
Investment Associate (Contract position)
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We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 2 hours ago
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Added 2 hours ago
Sales Associate - Place Laurier
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Clinic Experience Associate
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Full-Time Clinic Experience Associate – Golden Ears, Maple Ridge BC -
Added 2 hours ago
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Clinic Experience Associate
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- Part-time
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Added 2 hours ago
HR
Clerical Support Associate, Medical Imaging
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
…in the northwest Greater Toronto Area. The organization is a member of the Toronto Academic Health Science Network (TAHSN) and operates Hennick Humber Hospital, along with its Finch and…
Added 2 hours ago
SL
Sales Associate, Softgoods (Seasonal, Part-Time)
Sporting Life
Burlington, ON
- Part-time
YOU live for the great Canadian outdoors and take pride in living the Sporting Life. You relish in the exhilarating experience of skiing, snowboarding, cycling, running, tennis, hiking and…

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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