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Added 34 mins ago
SM
Unit Assistant, Emergency
Stevenson Memorial Hospital
Alliston, ON
- Internship
The Unit Assistant ensures clear concise communication and facilitates the flow of information with other facilities, the health care team, visitors, family members and patients. As part of…
Added 49 mins ago
CO
Administrative Assistant 4 - Street Crime Unit (up to two year term)
City of Saint John
Saint John, NB
- Full-time
…Crime Unit, this position is responsible for providing clerical and administrative support to all employees of the Street Crime Unit. Must be prepared to work outside of regular working…
Added 8 hours ago
Executive Assistant
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Reporting to the CEO, the Executive Assistant provides senior-level administrative and coordination support to the CEO and senior leadership team. The position supports the effective…
Added 16 hours ago
MF
Grants Administrative Assistant
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Richmond, BC
- Part-time
We are looking for an organized and detail-oriented Grants Administrative Assistant to support our Grants and Funding Manager. This is a hands-on opportunity to gain real-world experience…
Added 17 hours ago
AG
Administrative Assistant
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Added 18 hours ago
WB
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Marketing Assistant
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- $21 to $25 CAD / hour
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Added 20 hours ago
BS
Executive Assistant
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Vancouver, BC
- Full-time
The Executive Assistant provides high-level administrative and organizational support to the President and the Executive, Support Specialist. This position serves as a trusted point of…
Added 21 hours ago
NE
Administrative Assistant #26-36
North Eastern Ontario Family and Children's Services (NEOFACS)
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- $45,073 to $53,691 CAD / year
- Contract
As a member of the Clerical team, the Administrative Assistant will provide administrative and clerical support services to the Agency and its programs. Your primary responsibilities will…
Added 22 hours ago
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Added 1 day ago
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HR Coordinator
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- $71,000 to $97,600 CAD / year
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Manage pre-start communications and onboarding logistics, including for new hires relocating to join Photonic.
Added 1 day ago
MR
Registration and Financial Aid Associate
Mount Royal University
Calgary, AB
- Full-time
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Added 1 day ago
JD
Executive Assistant To CEO
JD Development Group
Markham, ON
- Full-time
JD Development Group, a Markham-based real estate development company, is seeking an experienced Executive Assistant to support our CEO directly. In addition to managing her schedule and…
Added 1 day ago
UO
Sessional Lecturer - MGTA38H3 Management Communications
University of Toronto - Woodsworth College
Toronto, ON · Scarborough, ON
- Full-time
…to teaching this course (e.g., experience being a teaching assistant, teaching some sessions of the course, experience in course development etc.), OR professional experience in a related…
Added 1 day ago
RB
Mortgage Specialist Assistant
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As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service…
Added 1 day ago
SB
Executive Assistant, Senior Vice President and Chief Operating Officer
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- Full-time
We are seeking an experienced Executive Assistant to provide high-level administrative and operational support to the Senior Vice President and Chief Operating Officer (SVP & COO). This…
Added 1 day ago
DT
Assistant Manager II
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Toronto, ON
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 1 day ago
S
Administrative Assistant - Odette Cancer Centre - Regular full-time - 2026-19041 (2026-19041)
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Resident support and program communications: Serving as a primary point of contact and welcoming, accessible resource for current and prospective residents, faculty, and external…
Added 1 day ago
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Administrative Assistant III
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Grande Prairie, AB
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Our Public Safety Communications Centre is looking for two dedicated part-time Administrative Assistants III to join the team.
Added 1 day ago
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Mortgage Specialist Assistant
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Toronto, ON
- Full-time
As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service…
Added 1 day ago
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Executive Assistant
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- Full-time
The Executive Assistant to the Chief Operations Officer (COO) delivers high-level administrative support, to ensure the efficient management of priorities, communication, and operations
Added 1 day ago
CI
Executive Assistant
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The Executive Assistant to the Chief Operations Officer (COO) delivers high-level administrative support, to ensure the efficient management of priorities, communication, and operations
Added 1 day ago
OC
Administrative Assistant
OneSky Community Resources
Penticton 1, BC
- Part-time
The Administrative Assistant is responsible for front‑desk operations and provides a wide range of clerical and administrative support to staff at the OneSky main office. In addition to…
Added 1 day ago
SI
Accounting Assistant
Seasonal Impact Group of Companies
Edmonton, AB
- Full-time
Seasonal Impact is looking for a detail-oriented Accounting Assistant to join our finance team in Edmonton, Alberta. This position plays a vital role in ensuring our smooth financial…
Added 1 day ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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…

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 28, 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 23, 2026

Original job description

Application Deadline:

10/27/2026

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 documentation adheres to internal policies and regulatory standards.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Applicants must be able to meet Investment Representative licensing requirements with CIRO within 12 months of the start date.

Skills

Calendar management
Meeting coordination
Travel arrangements
Expense reporting
Administrative support
Communication skills
Organization skills
Problem solving
Data entry
Record keeping
Event planning
Financial documentation
Regulatory compliance
Stakeholder management

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
Investment advisory
CIRO
Administrative assistant
Client service
Expense management
Compliance
Financial planning
Investment products
Stakeholder engagement
Event coordination
Record management
Risk management
Banking
Office operations

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