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Added 41 mins ago
Family Practitioner/General Practitioner
Health Match BC
New Westminster, BC
Full-time
Are you a physician or nurse practitioner seeking a balanced, supportive, and modern work environment? We invite you to be part of our growing practice at our New Westminster location!
Added 41 mins ago
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
Full-time
Current Team: 1 Family Physician + 1.5 MOAs + Office Manager
Added 41 mins ago
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
Full-time
Current Team: 1 Family Physician + 1.5 MOAs + Office Manager
Added 41 mins ago
Wealth Operations Team Lead
Affinity Credit Union
SK
Acts in the dealer-delegated capacity of Branch Compliance Manager (or equivalent supervisory role), ensuring adherence to dealer, regulatory, and internal compliance requirements across…
Added 1 hour ago
Anatomical Pathology Technician/Trainee - Annex 21 Pathology (Mortuary)
NHS Scotland
Saskatoon, SK
Full-time
Knowledge of Data Protection legislation, departmental protocols, relevant codes of practice and standard operating procedures.
Added 1 hour ago
Anatomical Pathology Technician/Trainee - Annex 21 Pathology (Mortuary)
NHS Ayrshire & Arran
Saskatoon, SK
Internship
Knowledge of Data Protection legislation, departmental protocols, relevant codes of practice and standard operating procedures.
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
Full-time
Are you looking to join an established medical practice in a rural setting? Perhaps you AND a colleague would like to set up practices at the same clinic. Or, maybe you’re a husband and…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
Full-time
EB Medical - West Kelowna - work closely with the PCN Allied Health Professionals to support the Practice for improved patient care and outcome; there is an RN working in each location;…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
Full-time
…years. We are seeking a Family Physician to join our group practice in an under-serviced community of approximately 41,000 residents. This is an excellent opportunity to build a rewarding…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
Part-time
…clinic is designed to support physicians with an efficient practice model that allows for high-quality patient care while maintaining a sustainable work-life…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Osoyoos, BC
Full-time
Our clinic is well-staffed and has an Office manager and 3 MOA’s. Each physician will have 1 dedicated office space plus 2 exam rooms. Our clinic is very spacious with recent renovations.…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
Full-time
…heart of Kelowna. We offer a patient-centered, evidence-based practice with strong administrative and clinical support, ensuring high-quality care and work-life…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Osoyoos, BC
Full-time
Our clinic is well-staffed and has an Office manager and 3 MOA’s. Each physician will have 1 dedicated office space plus 2 exam rooms. Our clinic is very spacious with recent renovations.…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Penticton, BC
Internship
…medical office assistants (MOAs), and a dedicated operational…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
Full-time
…heart of Kelowna. We offer a patient-centered, evidence-based practice with strong administrative and clinical support, ensuring high-quality care and work-life…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Penticton, BC
Internship
…medical office assistants (MOAs), and a dedicated operational…
Added 1 hour ago
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
Full-time
…Kelowna, British Columbia. This is an excellent opportunity to practice in a supportive, collegial environment with low overhead and strong administrative support in one of BC’s most…
Added 1 hour ago
Cook 1 (Part-Time) Canal Market (YOW Airport)
SSP America
Ottawa, ON
Part-time
Practice general and specific cleanings using the appropriate products as indicated by the manager in order to meet hygiene standards.
Added 1 hour ago
Change Manager
Raymond James
Vancouver, BC
Full-time
We are seeking an experienced Change Manager to join our PMO to lead and advance our organizational change management (OCM) capability while delivering measurable adoption outcomes across…
Added 1 hour ago
Psychologist II
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
Part-time
Reporting to the Clinic Manager of the Multidisciplinary Chronic Pain Clinic, the Psychologist II provides specialized psychological assessment, treatment and consultation for adults living…
Added 1 hour ago
Registered Nurse – Surgical Suite Float Pool
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
Part-time
…that the incumbent is able to provide leadership in clinical practice through management of patient care, anticipate needs of the patient including ensuring equipment and supplies are…
Added 1 hour ago
Registered Nurse - Specialized in Wound, Ostomy & Continence
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
Part-time
Baccalaureate degree in nursing preferred; however, skills and experience relevant to nursing practice in community sector will be considered. Previous Community Care and/or geriatric…
Added 1 hour ago
Registered Nurse - DTC Surgical Suite
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
Temporary
…that the incumbent is able to provide leadership in clinical practice through management of patient care, anticipate needs of the patient including ensuring equipment and supplies are…
Added 2 hours ago
Job Title Tenant Support Worker
Lookout Housing + Health Society
Vancouver, BC
Internship
The Tenant Support Worker (TSW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s Code…
Added 2 hours ago
Customer Care Representative
CareRx Corporation
Oakville, ON
$18 to $20 USD / hour
Full-time
…Retirement Communities. Under the direction of the Customer Care Manager, the Customer Care Representative is responsible for ensuring that exceptional customer care is provided to all…

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

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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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