As of November 7, 2026, Jobsy lists 27 client service associate jobs in Canada. The most active employers are BMO Nesbitt Burns Inc., Bank of Montreal and VON Canada (Ontario). Skills often requested: communication skills, problem solving, sales and regulatory compliance.
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3+ YOECandidates need an active CIRO Investment Representative licence and typically 3 to 5 years of related experience. Bank of Montreal expects advanced knowledge of investment processes, administrative procedures and proprietary products, plus good communication, organization and problem-solving skills.
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.
3+ YOEBank of Montreal asks for typically 3 to 5 years of relevant experience, advanced knowledge of investment processes and administration, and good communication, organization and teamwork skills. Candidates must meet the licensing and certification requirements for the branch's jurisdiction.
3+ YOECandidates need about 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal, written, organizational, collaboration and problem-solving skills are required, plus the licensing needed for the jurisdiction.
Sales, Regulatory compliance, Communication skills, Collaboration, Problem solving
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment and administrative processes, and knowledge of compliance practices. Mandarin is required and must meet branch licensing requirements.
VON Canada needs a high school diploma, proficiency in MS Office, Outlook, faxing software and databases, and a satisfactory criminal records check. Scheduling, logistics, healthcare or contact-centre experience and scheduling software such as AlayaCare are assets.
Candidates need a high school diploma, with post-secondary education preferred. Proficiency in MS Office, Outlook, faxing software and database management is required, and experience in logistics or scheduling, healthcare or contact centre work is an asset.
AlayaCare, MS Office, Outlook, Fax software, Database software
VON Canada needs a high school diploma, proficiency in MS Office, Outlook and database software, and a criminal records check. Scheduling, healthcare or contact center experience and AlayaCare familiarity are assets.
MS Office, Outlook, AlayaCare, Faxing software, Database management software
Candidates need a high school diploma and proficiency in MS Office, Outlook, faxing software and database management. Scheduling or logistics experience, familiarity with AlayaCare, and a satisfactory criminal records check are needed.
AlayaCare, MS Office, Outlook, faxing software, database management software
VON Canada needs a high school diploma, proficiency in MS Office, Outlook, faxing software and database management, and a satisfactory criminal records check. Scheduling, healthcare, contact centre and AlayaCare experience are assets.
MS Office, Outlook, Faxing software, Database management software, AlayaCare
3+ YOECandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing and compliance, plus excellent client service, organization and communication skills, are required.
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Licensing for the branch and jurisdiction is required, and good communication, organization, collaboration and problem-solving skills are expected.
3+ YOEBMO Nesbitt Burns needs candidates with typically 3 to 5 years of relevant experience, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance practices. Candidates must meet the licensing and certification requirements for their branch and jurisdiction.
3+ YOECandidates need a current CIRO Investment Representative (IR) licence, typically 3 to 5 years of relevant experience, and advanced knowledge of investment processes, administrative procedures and BMO products. Good communication, organization, teamwork and problem-solving skills are also required.
3+ YOECandidates need a current CIRO Investment Representative (IR) licence and typically 3 to 5 years of relevant experience. BMO Nesbitt Burns wants strong knowledge of investment products, trade processing and compliance, plus excellent client service and organization skills.
3+ YOECandidates need 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and the required licences. Good communication, organization, teamwork and problem-solving skills are also needed.
1+ YOECandidates need 1-5 years of customer service experience and fluent written and spoken English. An associate degree in business, finance or accounting is preferred, along with strong attention to detail and comfort with Excel and Word.
Shareworks, Equity Edge Online, Salesforce, Zendesk, Excel, Word
Morgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
1+ YOECandidates need 1 to 5 years of customer service experience, attention to detail and the ability to follow controls under pressure. Associate degree or higher is preferred, and fluent written and spoken English is a must.
Shareworks, Equity Edge Online, Salesforce.com, Zendesk, Excel, Word
Candidates need fluency in spoken and written French and English, plus client service and relationship skills. Pension administration experience, ideally with Defined Benefit plans, is preferred, and pension designations such as RRA, CEBS or RPA are strong assets.
2+ YOECandidates need post-secondary education, two years of front-line customer service experience, strong communication skills and Microsoft Office proficiency. Federated Insurance wants detail-oriented, flexible people who multitask well.
2+ YOECandidates need post-secondary education, about two years of front-line customer service experience, exceptional communication skills, and proficiency in Microsoft Office. A team-first mindset and attention to detail are also important.
2+ YOECandidates need post-secondary education, about two years of front-line customer service experience, strong communication skills, and proficiency in Microsoft Office. Attention to detail, flexibility and a team-first attitude are key.
Candidates need administrative or client service experience supporting an advisor team or portfolio manager, related post-secondary education, strong Excel skills and good written and verbal communication.
3+ YOECandidates need 3+ years of customer service experience, ideally in wealth management, financial services or brokerage, plus office administration experience. They need a bachelor's degree in business or a related field, strong English, and working knowledge of Canadian registered and non-registered accounts.
BMO Nesbitt Burns Inc. (7), Bank of Montreal (5), VON Canada (Ontario) (5), Federated Insurance Company of Canada (2) and Northbridge Financial (2).
What skills do client service associate jobs ask for?
Postings most often mention communication skills, problem solving, sales, regulatory compliance, collaboration, customer service, scheduling and attention to detail.