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Added 1 min ago
TT
Trailer Asset Recovery Coordinator
Titanium Transportation Group Inc.
Belleville, ON
- Full-time
We're looking for a highly organized and persistent team member to take ownership of our stagnant trailer portfolio and help maximize trailer utilization across the network. In this role,…
Added 1 min ago
M
Systems Engineer, Missions
MDA
Richmond, BC
- Full-time
MDA is seeking a Systems Member of Technical Staff (MTS) - Missions to support system-level activities across Earth and space observation satellite missions. They will independently…
Added 1 min ago
AS
Virtual Advisor, Wealth Desk
Alterna Savings
Burlington, ON · Ottawa, ON · Toronto, ON · Vaughan, ON
- Full-time
The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of member relationships primarily consisting of households with less complex investment needs and…
Added 1 min ago
HB
Hotel Houseperson (Part-time) - Varscona and Metterra Hotels on Whyte
Horseshoe Bay Resort
AB · Edmonton, AB
- Part-time
At Varscona and Metterra Hotels on Whyte, we are looking for our next great team member to join us on our Housekeeping team. We are committed to providing you with:
Added 1 min ago
HB
Bellperson/Valet Attendant - Metterra Hotel on Whyte
Horseshoe Bay Resort
AB · Edmonton, AB
- Part-time
At Metterra Hotel on Whyte, we are looking for our next great team member to join us on our Guest Services team. We are committed to providing you with:
Added 1 min ago
HR
Peer Support Worker, Mental Health
Humber River Health
ON · Greater Toronto Area, ON
- Other
Reporting to the Clinical Manager, the Peer Support Worker will work as a member of the multi-disciplinary team to provide support to patients admitted to the mental health and addictions…
Added 1 min ago
SA
Manager, Customer Success
Schema App
Remote, Canada
- $120,000 to $130,000 CAD / year
- Full-time
- Remote
Schema App is a fast-growing, profitable SaaS company headquartered in Guelph, Ontario, with a team across Canada. We’re a smart, collaborative group driven by a shared mission: to become a…
Added 1 min ago
SI
Senior User Experience Design Specialist
SAP IT Business Systeme
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
Partner with Product and Engineering as a trio member, contributing to roadmaps and facilitating design workshops
Added 1 min ago
JV
Part-time Member Experience Coordinator - Eglinton
Juno Veterinary
Toronto, ON
- Part-time
At Juno Veterinary, we are on a mission to ensure every pet and Juno team member has the support they need to thrive. Our vision? To establish a stellar standard of care for the veterinary…
Added 1 min ago
Principal Software Engineer (Engine)
Electronic Arts
Vancouver, BC
We are a diverse, goal-driven team that offers real influence and autonomy to every member. Our ideal candidate is curious, open-minded, and thrilled by exploring fresh concepts and…
Added 1 min ago
UH
Engineering Service Technologist IV
University Health Network
Toronto, ON
- Full-time
UHNRC is seeking a highly motivated Engineering Technologist to join our team. The ideal candidate will possess strong troubleshooting, analytical, and technical skills, with the ability to…
Added 1 min ago
HH
Helper
Halton Healthcare
Milton, ON
- Contract
As a member of the Environmental Services team, the Helper 1 will be primarily responsible for providing a clean and safe environment for patients, visitors and staff.
Added 1 min ago
S
Data Analyst
Sobeys
Calgary, AB
- $80,000 to $120,000 CAD / year
- Full-time
Join our team at Sobeys as a vital member of our data analytics department. In this position, you will leverage your analytical skills to provide insights that drive decision-making and…
Added 15 mins ago
C
Safety Consultant - CSE
Civeo
AB · AB, Canada
- Full-time
…Civeo and outside customers, the incumbent will be a committed member of the team that supports the philosophy of continuous improvement, adaptable to changing roles within the role. The…
Added 15 mins ago
Facilities Team Member
Hollywood Bowl Group
Richmond, BC
Join Splitsville as a Facilities Maintenance Team Member and in return you'll get:
Added 15 mins ago
Supervisor, Customer Support (18-Month Temporary Contract)
Vacances Air Canada Vacations / Air Canada Rouge
Montreal, QC
…instill a sense of belonging in our people that allows each team member’s authentic self to truly…
Added 15 mins ago
Member of Technical Staff (Migrations)
Cockroach Labs
Toronto, ON
After 3 months, you'll be a full member of the team, contributing to the MOLT and Migration Assistant tooling ecosystem. You'll have a feel for where customers hit friction during…
Added 15 mins ago
DC
Part Time Delivery Driver - Kingston
Diabetes Canada / National Diabetes Trust
Greater Napanee, ON · Kingston, ON
- Part-time
Hiring Process Disclosure: This posting is for an existing vacancy. All applications are reviewed by a member of our Human Resources team. We do not use AI in the recruitment process.
Added 15 mins ago
Sr. Technical Account Manager
Dayforce
Canada
As a member of the Dayforce organization, known for its fast-growing SaaS product, the Senior Technical Account Manager (Sr. TAM) will provide premium account management services to…
Added 15 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Calgary, AB
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 15 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Vaudreuil-Dorion, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 15 mins ago
Coordinator, Supply Chain
Reliance Home Comfort
Cambridge, ON
By joining Reliance as a Coordinator, Supply Chain, you’ll become an important Team Member and will be provided with the tools you need to succeed. We have ambitious growth plans and are…
Added 15 mins ago
Health Care Aide - Casual
Covenant Care + Covenant Living
Lethbridge, AB
Serve – we will strengthen our mission and live our values to meet the needs of those we serve through excellence in care, an engaged team, and wise use of our resources;
Added 15 mins ago
Health Care Aide
Covenant Care + Covenant Living
Calgary, AB
Serve – we will strengthen our mission and live our values to meet the needs of those we serve through excellence in care, an engaged team, and wise use of our resources;
Added 15 mins ago
Health Care Aide
Covenant Care + Covenant Living
Calgary, AB
Serve – we will strengthen our mission and live our values to meet the needs of those we serve through excellence in care, an engaged team, and wise use of our resources;

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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