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Added 15 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 15 mins ago
GT
Customer Service Representative
Groupe Touchette
Toronto, ON · Etobicoke, ON
- Full-time
All other related tasks and / or duties including initial and ongoing training and coaching as required by the Customer Service Manager and /or Supervisor based on business needs.
Added 15 mins ago
AW
Building Services Worker- Tawow (PT DAY)
Atira Women's Resource Society
Vancouver, BC
- Part-time
Reporting to the Building Manager, the Building Services Worker, is responsible for monitoring the facilities usage (sign in/sign-out), cleaning bathrooms, disposing of refuse, providing…
Added 15 mins ago
AW
Building Services Worker- Tawow (PT Overnight)
Atira Women's Resource Society
Vancouver, BC
- Part-time
Reporting to the Building Manager, the Building Services Worker, is responsible for monitoring the facilities usage (sign in/sign-out), cleaning bathrooms, disposing of refuse, providing…
Added 15 mins ago
AW
Building Service Worker (FT AFT (Mon-Fri))- Flint
Atira Women's Resource Society
Vancouver, BC
- Full-time
Reporting to the Program Manager, the Building Services Worker, is responsible for washing and cleaning floors and carpets, cleaning bathrooms, kitchens and room doors in common areas,…
Added 15 mins ago
AW
Building Service Worker (PT AFT )- Flint
Atira Women's Resource Society
Vancouver, BC
- Part-time
Reporting to the Program Manager, the Building Services Worker, is responsible for washing and cleaning floors and carpets, cleaning bathrooms, kitchens and room doors in common areas,…
Added 15 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
London, ON
- Other
Job Title: Operations Manager, Virtual Services
Added 15 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
Calgary, AB
- Other
Job Title: Operations Manager, Virtual Services
Added 15 mins ago
WO
Supervisor/Charge (Point of Care Testing & Specimen Management) - Corporate Lab Admin-- Multiple Sites
William Osler Health System
Brampton, ON
- Full-time
Provides update on POCT activity to the Clinical Managers at each area and Specimen Management activity to the Lab Operations Manager.
Added 15 mins ago
UH
Clinical Study and Regulatory Assistant
University Health Network
Toronto, ON
- Contract
…adhering to study protocols, institutional policies, Good Clinical Practice (GCP) guidelines, and applicable regulatory…
Added 15 mins ago
RB
Relationship Manager, Business Markets
Royal Bank of Canada
Montreal, QC
- Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 15 mins ago
RB
Relationship Manager Commercial Financial Services
Royal Bank of Canada
Blainville, QC · Montreal, QC
- Full-time
As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based…
Added 30 mins ago
BP
VP, Biostatistics
BioCryst Pharmaceuticals, Inc.
NB · Chiasson Office, NB
- Full-time
Ensures clinical data processing conformance to relevant regulatory guidelines and Good Clinical Practice.
Added 30 mins ago
BP
Exec. Director, Biostatistics
BioCryst Pharmaceuticals, Inc.
NB · Chiasson Office, NB
- Full-time
Ensures conformance to relevant regulatory guidelines and Good Clinical Practice.
Added 30 mins ago
WO
Supervisor/Charge (Point of Care Testing & Specimen Management) - Corporate Lab Admin-- Multiple Sites
William Osler Health System
Brampton, ON
- Full-time
Provides update on POCT activity to the Clinical Managers at each area and Specimen Management activity to the Lab Operations Manager.
Added 30 mins ago
Operations Support Coordinator
Nippon Express Canada
Richmond, BC
Practice safe warehouse procedures, identify potential hazards, and recommend improvements where necessary
Added 30 mins ago
FH
Registered Nurse, CCU, ICU, Cardiac Stepdown, High Acuity, CSICU - Surrey Memorial Hospital
Fraser Health
Surrey, BC
- Full-time
In accordance with the British Columbia College of Nurses and Midwives (BCCNM) standards of practice and the Mission and Values of Fraser Health, and working collaboratively and in…
Added 44 mins ago
BV
Senior Diversified Relationship Manager
Bow Valley Credit Union
Cochrane, AB
- Full-time
The Diversified Relationship Manager is responsible for developing and managing complex relationships with privately held operating businesses across a broad range of industries, providing…
Added 44 mins ago
BV
Senior Agriculture Relationship Manager
Bow Valley Credit Union
Cochrane, AB
- Full-time
The Senior Agriculture Relationship Manager develops and manages complex relationships with agricultural producers and agribusinesses, supporting their borrowing, operating, deposit, and…
Added 45 mins ago
Manager SAP Payroll and HCM
Capital Regional District
Victoria, BC
…Leading staff and working in a collaborative environment, the Manager is responsible for timely and accurate execution of system changes that meets business…
Added 59 mins ago
A
Senior Manager
Ashling
Toronto, ON
- $125,000 to $140,000 CAD / year
- Full-time
As a Senior Manager, you will lead multiple project teams and workstreams within complex client engagements. You’ll be accountable for successful delivery, client value, project quality,…
Added 59 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Duties are conducted in accordance with the Standards of Practice of the College of Medical Radiation and Imaging Technologists of Ontario and the Regulated Health Professions Act.
Added 59 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Duties are conducted in accordance with the Standards of Practice of the College of Medical Radiation and Imaging Technologists of Ontario and the Regulated Health Professions Act.
Added 59 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Duties are conducted in accordance with the Standards of Practice of the College of Medical Radiation and Imaging Technologists of Ontario and the Regulated Health Professions Act.
Added 59 mins ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Courtenay, BC
- Internship
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…

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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