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Added 5 hours ago
Wealth Associate
National Bank of Canada
Quebec, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Wealth Associate
National Bank of Canada
Halifax, NS
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 21 days ago
Administrative Assistant to the Regional Vice President
IG Wealth Management
Quebec, QC
Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 16 days ago
Financial Services Operations Clerk
Archer
Quebec, QC
Full-time
…position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer…
Added 11 days ago
Senior Specialist, National Sales Enablement
IG Wealth Management
ON · Ontario, Canada
Full-time
Translate Investment Solutions initiatives into clear, practical messages and resources that support consistent delivery to advisors.
Added 20 days ago
Associate, Internal Sales, Intermediary Distribution, Global Asset Management
BMO
Montreal, QC · HO
Full-time
…Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their…
Added 10 days ago
Director Tier 1 Supervision
iA Financial Group
Toronto, ON · Montreal, QC
Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 6 days ago
Investment Talent Program - Young Professionals, Students, or Interns
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC · Quebec, QC
$23.5 to $36.5 CAD / hour
Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 3 days ago
Regional Director
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC
Full-time
Generate leads and recruit qualified Investment Advisors by clearly presenting the business opportunity, development pathway, and value proposition of iA Private Wealth Management; guide…
Added 6 days ago
Manager, Business Insights & Analytics
CI Financial
Toronto, ON
Full-time
Support analysis that enables advisors and business leaders to identify opportunities within existing client portfolios and books of business.
Added 7 days ago
Client Financial Services Agent
Desjardins
Trois-Rivières, QC
Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 6 days ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track…
Added 1 month ago
Director, Architect - Investment Management/Fund Services
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 days ago
Estate Planning Advisor (Insurance)
TD
Montreal, QC
Full-time
As a Estate Planning Advisor (Insurance), you will partner with some of the firm's most affluent clients, providing expert insurance guidance as an integral component of their overall…
Added 6 days ago
Student, ISO Taxation Associate (Winter 2027)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
Let’s start by letting you know which area we are hiring for which is Individual Insurance Operations. We directly support Advisors and Clients with Life Insurance, Health Insurance,…
Added 7 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 3 months ago
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 3 months ago
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 7 days ago
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth…
Added 6 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
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…
Added 3 days ago
Wealth Planning Specialist
RBC
Guelph, ON
Full-time
…more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local…
Added 2 days ago
Fund Development Officer - Major Gifts & Lega
Calgary Food Bank
Calgary, AB
…deep, trusted relationships with donors, families, professional advisors and community partners, guiding them on a philanthropic journey that reflects their values while advancing our…
Added 2 days ago
Operations Agent
National Bank of Canada
Laval, QC
Full-time
…mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional…
Added 1 month ago
Manager, Corporate Development
New Gold Inc.
Toronto, ON
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Develop and maintain relationships with external stakeholders including investment banks, management teams, consultants, and legal advisors

BMO

Client Service Associate, Private Wealth

Oakville, ON, Canada
OAKPLACE, Canada

Job type: Full-time
Apply by: 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

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Original job description

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.

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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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