As of November 7, 2026, Jobsy lists 5 client service associate jobs in Toronto, ON. 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 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+ 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 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.
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.
BFL CANADA: Financial Services Firm / Cabinet de services financiers
2+ YOECandidates need 2-3 years of insurance-related experience and a RIBO licence, plus strong written and verbal communication. They must be detail-oriented, comfortable with high-volume accounts, and proficient in Microsoft Word, Outlook, Excel and PowerPoint.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Common questions
Who is hiring client service associates?
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.