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Added 11 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 11 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 11 mins ago
A
Représentant(e) des ventes- Grands comptes/Account Executive, Major Accounts Sales
ADP
Montreal, QC
- Full-time
Added 11 mins ago
G
Business Development Associate, Field Service
Geotab
Burnaby, BC
- Full-time
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Business Development Associate who will be responsible for driving new and…
Added 26 mins ago
SR
Wireless Sales Consultant
Staples Retail
Vancouver, BC
- Part-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 26 mins ago
SC
Retail Print & Services Supervisor
Staples Canada
Regina, SK
- Full-time
As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
Added 26 mins ago
SC
Wireless Sales Consultant
Staples Canada
Surrey, BC
- Full-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 26 mins ago
SC
Acquisition Account Manager - French Bilingual Hybrid
Staples Canada
Montreal, QC
- Full-time
Prior new business development experience including prospecting, qualifying and managing sales pipeline.
Added 56 mins ago
IR
Account Executive, New Business (Associate Commercial Director) – Permanent Full-Time
Info-Tech Research Group
Toronto, ON
- Full-time
As an Associate Commercial Director, you'll be responsible for generating new revenue and developing new business within an assigned territory. You'll:
Added 56 mins ago
IR
Account Executive, New Business (Associate Commercial Director) – Permanent Full-Time
Info-Tech Research Group
London, ON
- Full-time
As an Associate Commercial Director, you'll be responsible for generating new revenue and developing new business within an assigned territory. You'll:
Added 56 mins ago
IR
Account Executive, New Business (Associate Commercial Director) – Permanent Full-Time
Info-Tech Research Group
London, ON
- Full-time
As an Associate Commercial Director, you'll be responsible for generating new revenue and developing new business within an assigned territory. You'll:
Added 56 mins ago
IR
Account Executive, New Business (Associate Commercial Director) – Permanent Full-Time
Info-Tech Research Group
Toronto, ON
- Full-time
As an Associate Commercial Director, you'll be responsible for generating new revenue and developing new business within an assigned territory. You'll:
Added 56 mins ago
LC
Associate Merchant (Wholesale Clubs) - Cold/hot bev, Canned, Meal Makers, Salad Fixings, Condiments
Loblaw Companies Limited
Brampton, ON
- Full-time
…Limited, where we're on a mission to deliver exceptional products and unforgettable customer experiences across over 400 grocery stores nationwide. As an Associate Merchant, you'll be at…
Added 56 mins ago
RB
Relationship Manager, Business Markets
Royal Bank of Canada
Montreal, QC
- Full-time
Business development and client acquisition and prospecting skills, including building and leveraging valuable Centers of Influence within the local business community
Added 56 mins ago
GD
DYNAMITE - Sales Associate FT - Quartier DIX30 (Square)
Groupe Dynamite, Inc Garage
Brossard, QC
- Full-time
Reporting to the Store Manager, your main focus as Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each customer.…
Added 1 hour ago
C
Client Engagement Associate
CIBC
Burnaby, BC · Brentwood, NS
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
C
Client Engagement Associate [Hourly]
CIBC
Toronto, ON
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
C
Financial Services Associate (Mandarin)
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial…
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Oshawa, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
SI
Wireless Sales Consultant
Staples Inc.
Brampton, ON
- Full-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 1 hour ago
C
Sr. Client Engagement Associate [Hourly]
CIBC
Owen Sound, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll use your expertise in financial services products and customer service to help clients as they manage their day-to-day banking…
Added 1 hour ago
A
Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 1 hour ago
C
Financial Services Associate (Mandarin)
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial…
Added 1 hour ago
R
Community Associate
Regus
Calgary, AB
- Full-time
As a Community Associate, you’ll work closely with new and existing customers across a myriad of industries, working to create and maintain your own community within your centre, where you…

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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