Account manager | sales representative Jobs – 1849 Openings This Week

Client Service Associate, Private Wealth
BMO Financial Group —Oakville, ON
- $35,900–$66,300 a year
- Full-time
- Sales
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Account Manager (Outside Sales)
Western Belting Ltd —Prince George, BC
- $65,000–$150,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Disability insurance
- Dental care
Quick apply
Sales Representative – Concrete
The ML Group —Toronto, ON
- $65,000–$128,000 a year
- Full-time
- CRM software
- Sales
- Marketing
- Disability insurance
- Dental care
Quick apply
Field Service/Sales Technician (Route Manager)
Chemsyn Services Inc. —Surrey, BC
- $60,000–$85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Vision care
Quick apply
7d
Territory Sales Manager
Agriterra Equipment —Red Deer, AB
- Full-time
- Sales
- Business development
- Presentation skills
Quick apply
Technical Sales Representative — Fall Protection & Access Systems (Industrial/Construction)
Echelle Canada —Scarborough, ON
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
11d
Account Manager/Inside Sales
Advanced Glazings Ltd. —Sydney, NS
- $40,000–$60,000 a year
- Full-time
- Sales
- Salesforce
- Business development
- Vision care
- Life insurance
Quick apply
Inside Sales Representative
Latem Industries —Cambridge, ON
- From $60,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Sales
- Dental care
- Paid time off
Quick apply
Sales Representative Western Quebec Eastern Ontario
IKO Industries Ltd. —Gatineau, QC
- Full-time
- Computer science
- Sales
- Marketing
Industrial Sales Representative – Account Manager
HYTORC —London, ON
- $80,000–$115,000 a year
- Full-time
- Bilingual
- Sales
- Customer service
Quick apply
Farm and Commercial Lines Insurance Agent
HTM Insurance Company —Lindsay, ON
- $72,000–$108,000 a year
- Full-time
- Sales
- Bachelor's
- Communication skills
Quick apply
Sales Account Manager - Indigenous Markets
Tipi Legacy HR+ —Winnipeg, MB
- $50,000–$200,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Dental care
- Paid time off
Quick apply
11d
Senior Account Representative
Eco-Pro Services Inc. —Crossfield, AB
- $65,000–$80,000 a year
- Full-time
- Sales
- Customer service
- English
- Wellness program
- Dental care
Quick apply
Rental Clerk
Tridon Communications —Fort McMurray, AB
- Weekends as needed
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Business Development Manager – Enterprise Fleet Solutions / Gestionnaire du développement des affaires – Solutions de flotte d’entreprise
Ryder System —Saint-Laurent, QC
- $75,000–$90,000 a year
- Full-time
- Sales
- English
- Finance
Outside Sales Representative
Acier Inoxydable Pinacle Inc o/a Pinacle Stainless Stainless Steel Inc. —London, ON
- From $50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
10d
Business Development Rep, Fabricator Sales
Euro Tile & Stone —North York, ON
- $45,000–$120,000 a year
- Full-time
- Sales
- English
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
9d
Sales Representative
Jepson Petroleum Ltd. —Terrace, BC
- $65,000–$105,000 a year
- Full-time
- Sales
- High school diploma or GED
- Business development
- Wellness program
- Designated paid holidays
Quick apply
4d
Outside Sales Representative
Acier Inoxydable Pinacle Inc o/a Pinacle Stainless Stainless Steel Inc. —Mississauga, ON
- From $50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
10d
Sales Manager – GTA Industrial Solutions
MTLI Group of Companies —Markham, ON
- $120,000–$140,000 a year
- Full-time
- Management
- Sales
- Presentation skills
- Relocation assistance
- Dental care
Quick apply
8d

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Client Service Associate, Private Wealth

BMO Financial Group -
Oakville, ON

Apply Now

Job details

Full-time
$35,900–$66,300 a year

Qualifications

Investment
Sales
Sales administration
Analysis skills
Customer relationship management
Communication skills

Full job description

Application Deadline:

07/30/2026

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 :

$35,900.00 - $66,300.00

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.

Apply Now

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