Client Service Associate, Private Wealth

Bank N.A.; Oakville; On-site; CAD 38,000 - 72,000; Full time

Job summary

BMO Nesbitt Burns is seeking a Client Service Associate to support Investment Advisors in delivering high-quality wealth management services to clients in Canada. The role involves handling day-to-day advisory tasks, client inquiries, and coordinating portfolio reviews within a licensed framework.

You will engage directly with clients, manage account activity including openings and transfers, and collaborate with colleagues to provide comprehensive wealth solutions while maintaining regulatory

Qualifications

• Must hold current Investment Representative (IR) license with CIRO.
• Typically 3–5 years of relevant wealth management experience.
• Strong knowledge of investment products and trade processing.
• Familiarity with regulatory and compliance requirements in wealth management.
• Excellent client service, relationship-building, and communication skills.
• Strong organization and ability to manage multiple client priorities.

Responsibilities

• Partner with Investment Advisors to support client relationships and daily advisory tasks.
• Serve as a trusted point of contact for investment and account questions.
• Execute client-initiated trades by phone or in person within licensing scope.
• Prepare for client portfolio reviews and coordinate meetings.
• Assist with account openings, transfers, and money movements.
• Support client outreach and participation in events and relationship-building activities.
• Ensure compliance with regulatory requirements and protect client confidentiality.

Skills

Investment knowledge

Client service

Regulatory compliance

Communication

Job description

Application Deadline: 11/12/2026

Address: 360 Oakville Place Drive

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.

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 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 is a planned recruitment for future vacancies .

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