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I
Inside Sales Representative
infraAIR
Toronto, ON
- Full-time
Experience in inside sales, B2B sales, or customer service, preferably within HVAC, wholesale distribution, or a related technical industry.
Added just now
CV
DIRECTOR, B2B Sales & Business Development
Coco Village
Quebec, QC
- $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.
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TH
Merchandising Execution Associate Part Time - 7160 North Bay
The Home Depot Canada
North Bay, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
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Merchandising Associate Part Time (ORLEANS)
The Home Depot Canada
Ottawa, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
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MC
Credit Condition Fulfillment Representative - Full Time - 8 Month Contract
Meridian Credit Union
St. Catharines, ON
- $50,000 to $55,000 CAD / year
- Full-time
- Contract
As a Condition Fulfillment Representative, you will deliver exceptional service to all our Retail Credit and Mortgage Broker Services channels by providing administrative support and…
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RI
Customer Service Representative - Creditor Insurance
RBC Insurance
Mississauga, ON
- Full-time
The Customer Service Representative - Creditor Insurance will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You…
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TH
Merchandising Associate Part Time - OAKVILLE TRAFALGAR
The Home Depot Canada
Oakville, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added just now
TH
Merchandising Execution Associate : Part Time (Temp) - VANCOUVER TERMINAL
The Home Depot Canada
Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
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Sr Field Service Technician
Rapiscan Systems
Vancouver, BC
- $38 to $48 USD / hour
- Full-time
…levels based on parts used history reports to meet contracted Service Level Agreement requirements. It is expected that 70% to 80% of the time will be spent providing field repair and…
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RI
Bilingual (French/English) Customer Service Representative
RBC Insurance
Mississauga, ON
- Full-time
The Bilingual (French/English) Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their…
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Route Driver/Service Rep (Class DZ)
Safety-Kleen
Brampton, ON
- $31 to $32 CAD / hour
- Full-time
Safety-Kleen, a Clean Harbors Company, in Brampton, ON is seeking a DZ Driver (Sales and Service Representative) to join their safety conscious team! The SSR will be responsible for both…
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Local Class 5 Delivery Driver
Gordon Food Service - Canada
AB · Edmonton, AB
- Full-time
Works on a Sales Service route as a helper as needed, when Van loads are not available. Must pass the required sales service representative physical ability test for area hired.
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GF
Local Class 1 Delivery Driver
Gordon Food Service - Canada
AB · Edmonton, AB
- Full-time
Presents a positive image to Gordon Food Service (GFS) customers through courteous, on-time, and accurate deliveries of GFS products. Serves as liaison between GFS management and customers.…
Added 15 mins ago
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Retail Support Agent (6-months)
AMA - Alberta Motor Association
Calgary, AB
- Full-time
Assess member needs and match with the appropriate representative best qualified to complete the relevant product and/or service. This will be most critical where specialization is required…
Added 15 mins ago
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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 30 mins ago
Trade Representative
Scotiabank
Ottawa, ON
…the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone…
Added 45 mins ago
RC
Sales Representative
Reliable Corporation
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 45 mins ago
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Project Group Manager
Electrozad
London, ON
- Full-time
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 45 mins ago
TB
Business Development Representative ($85,000-$95,000 OTE)
The Bullpen
Vancouver, BC
- $50,000 to $54,000 CAD / year
- Full-time
You might already have sales experience. You might be coming from hospitality, customer service, retail, sport, recruitment or another competitive environment.
Added 59 mins ago
Membership Services Representative
YMCA of Northeastern Ontario
North Bay, ON
Under the leadership of the Supervisor of Experience, the Membership Services Representative is responsible for all membership data entry, financial payments, and course registration. In…
Added 59 mins ago
Retail - Sales Representative
Wirelessdna
Toronto, ON
Our Sales Associates are key players who reflect our brand by being the first point of contact with our customers. They are experts in building strong customer relationships and maintaining…
Added 59 mins ago
AI
Territory Sales Manager
AFC Industries
Saint-Magloire, QC · L'Islet, Quebec
- Full-time
The Territory Sales Manager is responsible for managing and growing AFC Canada's strategic business relationship with Umano Medical through the execution and management of a Vendor Managed…
Added 1 hour ago
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Universal Banker
CIBC
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 1 hour ago
MB
Territory Sales Representative - Southwestern Ontario
Muskoka Brewery
Bracebridge, ON · Toronto, ON
- Full-time
As the community ambassador of our brands, the Territory Sales Representative is required to reside within the heart of the territory.
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.

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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