Find work in Canada.

323,110 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
Associate Director, Inside Sales
Pier 4 Ltd
Toronto, ON
Full-time
Strong understanding of real estate and alternative investments, with a passion for the sector.
Added 1 hour ago
Financial Planner II (CIRO-ID)
CIBC
Brampton, ON
Full-time
…Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP)…
Added 2 hours ago
Middleware Integration Specialist
Wissen Technology
Montreal, QC
Full-time
…British Telecom, ISRO etc. Without any external funding or investments, Wissen Technology has grown its revenues by 100% every other year since it started as a subsidiary of Wissen Group in…
Added 3 hours ago
Manager, Sales Support, Temporary
Aviso Wealth
Remote, Canada
$93,000 to $113,000 CAD / year
Temporary · Remote
…Support is responsible for leading and overseeing the Sales Associate team, ensuring smooth operation and exceptional support for the sales processes. This role requires a combination of…
Added 5 hours ago
Leasing Manager
Centurion Associates Inc
Calgary, AB
Full-time
…Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 435 Employees is a core component…
Added 5 hours ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
…so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management to Investment Advisors (IAs) to enable them…
Added 5 hours ago
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…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…
Added 6 hours ago
Associate Account Manager (GTA Toronto Ontario )
Smith+Nephew
Toronto, ON · CAN - Field
Full-time
Associate Account Manager, Sports Medicine (GTA Toronto, Ontario)
Added 6 hours ago
Personal Banking Associate
TD
Smiths Falls, ON
Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 10 hours ago
Sanitation II
Lamb Weston APAC
Taber, AB
Full-time
Added 13 hours ago
Associate Director, Investments
Marcus & Millichap
AB · Edmonton, AB
Other
Added 13 hours ago
Associate Director, Investments
Marcus & Millichap
Vancouver, BC
Other
Added 13 hours ago
Associate Director, Investments
Marcus & Millichap
Toronto, ON
Other
Added 15 hours ago
Investment Associate
LifeSavvy Media
Montreal, QC
Full-time
Valnet is seeking a highly analytical and driven Investment Associate to help run the acquisition lifecycle and to manage our internal investments. The ideal candidate must possess…
Added 15 hours ago
Customer Experience Associate - Summerside
Jobbe
PE · Prince, PE
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advice best suited banking…
Added 18 hours ago
Associate Category Customer Sales Planning Manager (19-month contract)
The Clorox Company
Brampton, ON · The Clorox Company of Canada-Head Office
Full-time
…that are rooted in the KPI’s (NSC, Trade, GM, EBIT) for ROI on…
Added 21 hours ago
Service Associate
The Steele Group
Cambridge, ON
Full-time
As a Service Associate, you will help bridge the relationship between the advisors and their clients. You are responsible for the start to finish process of client meetings and a vital part…
Added 22 hours ago
Technical Architect Director - PubSec - Mulesoft Canada
Salesforce Partner Canada
Toronto, ON
Full-time
investments (data platforms, warehouses, lakes, and tools)
Added 1 day ago
Radiology Technologist - FT - Day - Hamilton
Capital Health (US)
Hamilton, ON
Full-time
Capital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advanced…
Added 1 day ago
Personal Banking Associate
TD
AB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 day ago
Compensation Consultant, Associate
Marsh
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 1 day ago
Associate Investment Advisor
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
Interest in investments and financial planning concepts, with the ability to explain them plainly to a client.
Added 1 day ago
FX & Money Markets, Associate
Robertson & Company Ltd.
Toronto, ON
Full-time
Exposure to Foreign Exchange, Money Markets, Fixed Income, Treasury products, or short-term investments.
Added 1 day ago
Compensation Consultant, Associate
Marsh McLennan
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 1 day ago
Core Operations, Associate 2
State Street
Toronto, ON
Full-time
…centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and…

BMO

Administration Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Oct 9, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

Original job description

Application Deadline:

10/08/2026

Address:

100 King Street West

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.

The Client Service Assistant 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 role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role is integral to the day-to-day operations of the advisory practice and is focused on delivering exceptional client experiences while supporting the achievement of business objectives.

This is an administrative-focused role committed to managing and growing client relationships through high quality service delivery, attention to detail and proactive support.

Provide proactive administrative support including calendar management, meeting coordination, travel arrangements, expense reporting, and preparation of correspondence and materials.
Act as a key point of contact for internal and external stakeholders, prioritizing communications and handling sensitive matters with professionalism and confidentiality.
Prepare agendas, presentations, reports, and briefing materials; track action items and follow up as required to ensure timely execution.
Coordinate logistics for meetings, town halls, training sessions, and events (virtual and in‑person), including room bookings, materials, technology, and attendee communications.
Support workflow management by organizing documents, maintaining records, and ensuring information is accurate, current, and accessible.
Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.
Handle highly sensitive and confidential information with discretion, in alignment with BMO policies, privacy standards, and regulatory requirements.
Ensure administrative processes and documentation adhere to internal guidelines and risk management standards.
Anticipate executive needs, proactively resolving administrative issues and improving processes to enhance efficiency and effectiveness
Contribute to a collaborative team environment.
Leads the planning, coordinating and implementation of events.
Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
Makes travel arrangements, booking flight/hotel reservations as needed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.

Qualifications:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Must meet the Investment Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled within 12 months of start date.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive monthly discretionary bonus.

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

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 About employer

More about this job

Responsibilities

The role provides proactive administrative support to an advisory team, including calendar management, meeting coordination, and expense reporting. It also involves managing client relationships and ensuring all administrative processes adhere to internal policies and regulatory standards.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Knowledge of wealth management operations and the ability to obtain CIRO licensing within 12 months are required.

Skills

Administrative support
Calendar management
Meeting coordination
Expense reporting
Communication skills
Attention to detail
Problem solving
Financial planning
Investment knowledge
Regulatory compliance
Data organization
Event planning
Stakeholder management
Confidentiality

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Discretionary bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Wealth
Nesbitt Burns
Investment Advisory
CIRO
Administrative Assistant
Client Service
Financial Planning
Compliance
Expense Reporting
Event Coordination
Stakeholder Management
Risk Management
Investment Products
Banking
Records Management
Professionalism
Confidentiality

Report this job