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Added 12 days ago
Customer Experience Associate - Future Opportunities In Brampton
TD
Brampton, ON
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 12 days ago
Customer Experience Associate
TD
Oyen, AB
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 27 days ago
Corporate Tax, Senior Associate
Pwc Canada
Calgary, AB
Full-time
…that have earned you the reputation of providing excellence in client service focused on helping clients solve their…
Added 14 days ago
Store Associate
Sherwin-Williams
Halifax, NS
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 16 days ago
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Surrey, BC
Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 19 days ago
Membership Sales Associate
Orangetheory Fitness Affiliates
Port Moody, BC
$18.25 to $19 CAD / hour
Part-time
Added 28 days ago
Environmental Services Supervisor Part Time
Compass Group Canada
Kingston, ON
Part-time
…Functions of the department. Personnel Management includes new associate interviews, selection, hiring, evaluation and on occasion termination in accordance with Compass Standards, Client…
Added 25 days ago
Trust Associate, Scotiatrust - Montreal/Quebec City
Scotiabank
Montreal, QC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 11 days ago
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
GIII Retail Group
Richmond, BC
Part-time · Temporary
As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 11 days ago
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
GIII Retail Group
Calgary, AB
Part-time · Temporary
As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 11 days ago
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
GIII Retail Group
Toronto, ON
Part-time · Temporary
As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 12 days ago
Operations Associate
RBC
Toronto, ON
Full-time
…oversight on complex processes, provide analysis, and customer service support for exception-based complex and/or highly specialized Operation’s processes. Incumbent will review, verify,…
Added 12 days ago
Financial Transformation, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
As a Financial Transformation, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 12 days ago
Citi Commercial Bank – Associé en services bancaires commerciaux, vice-présidence adjointe (bilingue français-anglais) / Citi Commercial Bank – Commercial Associate, AVP (French/English Bilingual)
Citi
Montreal, QC
Full-time
…intermédiaire présentes à l’international en mettant à leur service une connaissance approfondie de leur secteur et une expertise locale, de même qu’en leur offrant un soutien aux services…
Added 11 days ago
Veterinary Assistant, Internal Medicine, Western Veterinary Specialist and Emergency Centre
VCA Animal Hospitals
Calgary, AB
Full-time
…Canada is also passionate about providing an industry-leading Associate experience to over 4,000 Canadians employed across the country. In 2026, for the third year in a row, we were named…
Added 11 days ago
Veterinary Technologist, Radiation Therapy, Western Veterinary Specialist & Emergency Centre
VCA Animal Hospitals
Calgary, AB
Full-time
Candidates should have advanced technical skills, exceptional client service skills, excellent communication skills, and have a special interest in oncology. Come be a part of Calgary’s…
Added 11 days ago
(CAN) Associé, marchandise générale
Walmart Canada
Montreal, QC
Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 12 days ago
Personal Banking Associate
TD
High River, AB
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 12 days ago
Personal Banking Associate
TD
Kelowna, BC
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 days ago
Advisor Associate Wealth - Edmonton
Scotia Wealth Management
AB · Edmonton, AB
Full-time
…Advisors and Portfolio Managers in maintaining high standards of service for all MD…
Added 11 days ago
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
G-III Apparel Group
Calgary, AB
Part-time · Temporary
As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 11 days ago
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
G-III Apparel Group
Richmond, BC
Part-time · Temporary
As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 11 days ago
Client Service Associate - Real Estate Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver Office!
Added 12 days ago
Associate Implementation Specialist
JobGet
Remote, Canada
$55,000 to $65,000 CAD / year
Full-time · Remote
0–2 years of experience in customer success, customer service, support, account management, sales, or a client-facing role.
Added 12 days ago
Temporary Associate, Oakridge
Ferragamo Canada Inc
Vancouver, BC
$21 to $22 CAD / hour
Temporary
The Temporary Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal…

Closed listing

BMO

Client Service Associate, Private Wealth

Oakville, ON, Canada
OAKPLACE, Canada

Job type: Full-time
Closing date: Sep 29, 2026
Experience: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 15, 2026

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

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Search current openings

Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

09/28/2026

Address:

360 Oakville Place Drive

Job Family Group:

Wealth Sales & Service

BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term relationships.

The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Books meetings with new prospects and prepares introductory package for the prospect/referral.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Must currently meet the Investment Representative licensing and certification requirements with CIRO.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
The range below reflects the BMO enterprise range. The expected pay range for this position is: $40,000.00- $41,600.00
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.

About employer

More about this job

Responsibilities

The Client Service Associate supports Investment Advisors by managing day-to-day branch operations, client inquiries, and account administration. They are responsible for fostering long-term client relationships through personalized service, trade execution, and proactive portfolio support.

Requirements

Candidates must have 3-5 years of relevant experience and hold current CIRO licensing and certification requirements. Advanced knowledge of investment processes, administrative procedures, and regulatory compliance is essential for this role.

Skills

Client service
Investment advisory support
Portfolio management
Trade execution
Regulatory compliance
Financial planning
Relationship management
Administrative support
Data management
Mentoring
Communication skills
Problem solving
Organization skills
Team collaboration
Risk management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth
Investment Advisor
CIRO
Portfolio Rebalancing
Trade Processing
Sales Administration Manual
Risk Management Framework
High-net-worth
Financial Planning
Retirement Planning
Insurance Products
Trust and Estate Services
Account Maintenance
Regulatory Requirements
Compliance
BMO Nesbitt Burns
Wealth Sales & Service
Client Database
Asset Monitoring

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