Private Wealth Client Advisor — Relationships & Service

BMO; Oakville; On-site; CAD 40,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Private Wealth, within Nesbitt Burns, is seeking a Client Service Associate to support Investment Advisors and branch operations with day-to-day administration and exceptional client service.

You will coordinate meetings, prepare reviews, manage client inquiries and account activity, and ensure regulatory documentation is accurate, confidential, and up-to-date, contributing to long‑term client relationships.

Qualifications

• 3–5 years of relevant experience or equivalent
• Advanced knowledge of investment process and procedures
• Knowledge of compliance practices and regulations
• Experience supporting Investment Advisors and client administration
• Ability to manage client communications and regulatory documentation

Responsibilities

• Schedule meetings and prepare introductory packages for prospects/referrals
• Coordinate marketing activities for advisory teams
• Prepare client portfolio reviews and update Investment Advisors
• Process client inquiries, new accounts, transfers and money movements
• Resolve client complaints and escalate when needed
• Assist with trades over the phone or in person
• Maintain client databases and files
• Monitor assets and rebalance notifications to Advisors
• Ensure documentation complies with regulatory requirements
• Support team with technology issues and training updates

Skills

Client service

Scheduling

Communication

Regulatory compliance

Team collaboration

Problem solving

Attention to detail

Education

Bachelor's degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

BMO Private Wealth, within Nesbitt Burns, is seeking a Client Service Associate to support Investment Advisors and branch operations with day-to-day administration and exceptional client service.

You will coordinate meetings, prepare reviews, manage client inquiries and account activity, and ensure regulatory documentation is accurate, confidential, and up-to-date, contributing to long‑term client relationships.