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Added 52 mins ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you…
Added 1 hour ago
CC
Location Manager
Cintas Canada
Toronto, ON · North York, ON
- Full-time
Cintas is seeking a Location Manager. The Location Manager assists with managing the location's overall operational business while completing a defined curriculum of activities that will…
Added 1 hour ago
AC
Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 1 hour ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 hour ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.…
Added 1 hour ago
M
Manager, National Tax Services
MNP
Markham, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 1 hour ago
M
Manager, National Tax Services
MNP
Toronto, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 2 hours ago
TR
Lead, ERP Training
Teck Resources Limited
Vancouver, BC · Greater Vancouver, BC
- Full-time
…to its success. We are seeking a motivated and experienced Manager to lead Training across this global…
Added 2 hours ago
SM
Senior Manager, Global Supply Planning
Spin Master
Toronto, ON
- Full-time
…the central operational link between Sales, Demand Planning, Finance, and regional operations…
Added 3 hours ago
PA
Financial Services Manager (AutoPlanet Durham)
Performance Auto Group
Bowmanville, ON
- Full-time
AutoPlanet Durham is currently seeking a Financial Services Manager. The FSM is responsible for coordinating the sale of finance and insurance products to customers. The FSM works as a…
Added 4 hours ago
C
Senior Manager, Compensation (People & Culture) (Hybrid/Telework)
CBC/Radio-Canada
Ottawa, ON · Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 7 hours ago
FE
Account Manager
Four Eyes Financial
Moncton, NB
- Full-time
…experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer…
Added 8 hours ago
XI
Senior Engineering Manager - ERP
Xplore Inc
Markham, ON
- Full-time
We are looking for an experienced Senior Engineering Manager to lead and grow a technical team as we embark on a company-wide ERP transformation. This is your opportunity to use cutting…
Added 8 hours ago
YO
Financial Support Admin- Full-Time Contract
YMCA of Three Rivers
Stratford, ON
- Up to $46,750 CAD / year
- Full-time
- Contract
Administer Employment Related Financial Supports, including purchases, receipt tracking, and monthly reconciliation in coordination with Finance.
Added 10 hours ago
TP
Franchise Project Manager
Topper's Pizza Franchise Co.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are seeking an experienced, organized, and results-driven Construction Project Manager to join our Franchise Development team. The Construction Project Manager is responsible for…
Added 11 hours ago
S
Transversal Finance Lead
Sanofi
Toronto, ON
- Full-time
The incumbent will serve as the architect of a modern, data-to-foresights driven finance function - embedding AI-powered P&L forecasting, leading legal entity governance, and championing…
Added 11 hours ago
SJ
Associate Manager, FP&A and Tax
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
…decision-making across revenue, volume, trade investment, and P&L…
Added 11 hours ago
S
IT Business Analyst – Finance
Sanimax
Montreal, QC
- Full-time
Reporting to the Manager of Business Analysis, you will act as a strategic partner to the Finance teams and serve as a key liaison between business users and IT teams. Your expertise will…
Added 12 hours ago
MS
Senior Construction Project Manager
ML6 Search + Talent Advisory
Toronto, ON
- Full-time
We are seeking a Senior Project Manager to lead the delivery of multiple concurrent multi-family residential construction projects across the GTA. This role will take ownership across…
Added 12 hours ago
HC
Account Manager, New Business
Hamilton Community Enterprises (HCE)
Hamilton, ON
- Full-time
…design, Product on solution fit, Operations on serviceability and delivery readiness, and Finance on commercial terms. Involve colleagues early, clarify responsibilities, and keep…
Added 13 hours ago
YS
Reproductive Health Manager
Yemen ShortList
Aden
- Full-time
Internally works with: Senior Health Manager, health technical and program managers (including MHPSS and Nutrition), Protection teams (Women’s Protection and Empowerment, Child Protection,…
Added 13 hours ago
M
Manager, National Tax Services
MNP
Mississauga, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 13 hours ago
MC
Senior Product Manager - Brokerage Clearing and Settlement System
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
We are seeking an experienced Product Manager to lead the design and evolution of brokerage clearing and settlement systems supporting the Canadian securities market. This role sits at the…
Added 13 hours ago
TC
Program Manager, Part-Time
Taproot Community Support Services
Kelowna, BC
- Part-time
The Program Manager provides comprehensive operational, administrative, and clinical leadership for a high complexity residential home serving adults with significant medical and support…
Added 13 hours ago
R
Relationship Manager, Business Markets
RBC
Berthierville, QC · Joliette, QC
- Full-time
Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs

BMO

Administration Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$33,500.00 - $60,000.00 · Full-time

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Job details

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

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.

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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

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