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Added 13 mins ago
DR
General Manager
DMC Recruitment Group
SK · Saskatchewan, Canada
- Full-time
On behalf of our client, a leader in garage door manufacturing and distribution, we are seeking a hands-on General Manager to lead a Saskatoon distribution center. This role will oversee…
Added 13 mins ago
IR
Assistant Cook
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Assistant Cook performs the assigned duties for the provision of regular, therapeutic and texture modified meals related…
Added 13 mins ago
IR
Housekeeping Aide
Interlake-Eastern Regional Health Authority
Powerview-Pine Falls, MB · Pine Falls, MB
- Full-time
Under the direction of the Manager, Support Services and/or Lead Hand the Housekeeping Aide performs the assigned duties in accordance with established work schedules, policies and…
Added 13 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Powerview-Pine Falls, MB · Pine Falls, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/ residents, staff,…
Added 13 mins ago
CF
Mess Administrative Assistant
Canadian Forces Morale and Welfare Services
Wainwright, AB
- Full-time
At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their…
Added 13 mins ago
KB
Boom Truck Driver, Class 3E
Kent Building Supplies
Sussex, NB
- Full-time
Ability to work in all weather conditions, fast-paced, and dynamic workplace
Added 13 mins ago
VS
Temporary Full Time Dining Room Host November 17th-December 29th (2026-11032)
Verve Senior Living
Regina, SK
- Full-time
…dining experiences? Under the direction of the Dining Services Manager or designate, our Host play a critical role in ensuring a positive dining experience for our residents by providing…
Added 13 mins ago
BE
Manager, Human Resources, Occupational Health & Safety
BC Energy Regulator
Fort St. John, BC
- Full-time
The Manager, Human Resources, Occupational Health & Safety (Manager) is responsible for advancing a healthy, safe, and inclusive work environment across the BCER. With a primary focus on…
Added 13 mins ago
JI
Gatehouse Associate
J.D. Irving, Limited
Halifax, NS
- Part-time
Report any violations, theft, accidents, or injuries to the store manager
Added 13 mins ago
UO
Energy Conservation Engineer
University of British Columbia
Vancouver, BC · UBCV | Campus Energy Centre (CEC)
- $9,599.75 to $14,385.5 CAD / month
- Full-time
…achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding…
Added 13 mins ago
T
Personal Banker Trainee
TD
Wetaskiwin, AB
- Full-time
Added 13 mins ago
T
Customer Experience Associate - Monkland & Melrose
TD
Montreal, QC
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs…
Added 13 mins ago
T
Senior Finance Analyst
TD
Toronto, ON
- Full-time
This role reports to the Senior Finance Manager, BWI Finance, within the Global Technology & Solutions (GTS) Finance team. GTS plays a critical role in enabling the bank's strategic…
Added 13 mins ago
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Product Control Analyst
TD
Toronto, ON
- Full-time
Added 13 mins ago
T
Personal Banker Trainee
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Calgary, AB
- Full-time
Added 13 mins ago
T
Engineer I
TD
Mississauga, ON · Toronto, ON
- Full-time
Added 13 mins ago
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Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs…
Added 13 mins ago
HR
Beauty Advisor, Chantecaille
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Vancouver, BC
- Full-time
Maintain solid relationships with buyer, vendor, and selling manager
Added 13 mins ago
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BOH Supervisor
Co-op
Prince Albert, SK
- Full-time
Your Purpose: Your role as Back of House Supervisor acts as direct support to the Kitchen Manager. You are responsible for overseeing kitchen staff performance, ensuring consistency, and…
Added 28 mins ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
Reporting to the Senior Manager, Client Relations and Business Development, the BD Specialist works with members of the Vancouver office and assigned national practice and industry groups…
Added 28 mins ago
NF
Department Manager - Bistro (Food Services) - Contract - 12 months
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Kelowna, BC
- Contract
Do you love healthy food and customer service? Are you an experienced restaurant manager or chef looking for an opportunity for greater work/life balance? Then maybe this opportunity is for…
Added 28 mins ago
SH
Licensed Practical Nurse - TPT
SIEL Human Solutions
Saskatoon, SK
- Part-time
Reporting to the Clinic Manager/Supervising Physician, the LPN will be responsible for providing safe, compassionate and client-centred nursing care to clients in accordance with their…
Added 28 mins ago
IR
Materials Management Aide
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the direction of the Clinical Team Manager, the Material Management Aide carries out the warehousing and distribution of materials to all areas of the Interlake- Eastern Regional…
Added 28 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 28 mins ago
IR
Mental Health Liaison Nurse, ER
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
…required. The MHLN will report directly to the Clinical Team Manager, Mental Health Program. Responsibilities will be primarily to the emergency department and will begin from initial…

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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