Support personalized wealth management at BMO Nesbitt Burns through client service, investment accounts, and client-initiated trade execution. This client-facing role is based at 419 King Street W, Suite 301.
As a Client Service Associate, you will support Investment Advisors within BMO Private Wealth’s integrated wealth management model. The role combines relationship building, account administration, trade processing, portfolio review preparation, and responsive service. You will work directly with clients while coordinating with BMO partners and colleagues across broader Wealth solutions.
Key Responsibilities: Partner with Investment Advisors on client relationships and advisory practice management
Execute client-initiated trades by phone or in person
Manage account openings, maintenance, transfers, transactions, and money movements




Prepare portfolio reviews, materials, meetings, and follow-up items
Resolve service, account, and technology-related client issues
Requirements: Current Investment Representative licensing with CIRO
Typically three to five years of relevant experience
Knowledge of investment products, trade processing, and client accounts
Understanding of wealth management regulatory and compliance requirements
Robust organization, communication, and relationship-building skills
Bring CIRO licensing, investment knowledge, and client relationship skills to BMO Nesbitt Burns’ wealth management team.

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📌 Investment Representative Client Service Associate (Ontario)
🏢 BMO
📍 Ontario