Client Service Associate, Private Wealth

BMO; Montreal; On-site; CAD 38,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns is seeking a Client Service Associate to join an Investment Advisor team in Montreal. You will deliver a high-quality wealth management experience, handle day-to-day investment and account needs, and support advisors with client-focused service.

In this client-facing, IR-licensed role you will execute trades, prepare materials, and coordinate client portfolio reviews, while building trusted relationships and contributing to the advisory practice's growth.

Qualifications

• 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.

Responsibilities

• 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.

Skills

IR licensing CIRO

Client service

Communication

Relationship-building

Attention to detail

Job description

Application Deadline: 11/02/2026

Address: 419 King Street W, Suite 301

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.

What you’ll do

• 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 base salary 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.

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• 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’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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.