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Added 21 hours ago
T
Agency Partnerships Manager - Global Business Solutions - Canada
TikTok
Toronto, ON
- Full-time
The Agency Partnerships Manager (APM) is responsible for hitting revenue goals, building relationships with advertising agencies, and helping agencies drive business results on TikTok…
Added 1 day ago
BC
Senior DB2 DBA
BMO Capital Markets
Toronto, ON
- Full-time
Excellent collaboration, communication, and relationship management skills.
Added 1 day ago
M
Manager, Member Education
Manulife
Toronto, ON · Waterloo, ON
- Full-time
This is a unique opportunity for a strategic leader who thrives on client engagement and team development. You will shape the member experience for some of Canada’s most significant…
Added 1 day ago
RP
Senior Parking Manager
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Vancouver, BC
- $45,500 CAD / year
- Full-time
Act as a point of contact to client tor Property Manager, attend location meetings as appropriate, and respond to client requests in order to maintain a good working relationship
Added 1 day ago
IW
Account Manager
ICONIX Waterworks
Langford, BC
- Other
Source information about client’s business to anticipate opportunities to provide products and service to the customer
Added 1 day ago
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Account Manager
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Source information about client’s business to anticipate opportunities to provide products and service to the customer
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B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
…with Active Trader Relationships Managers to provide optimal relationship management support and partner with the BMO InvestorLine National Sales team with Active Trading prospecting…
Added 1 day ago
Principal Service Delivery Manager
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Toronto, ON · Montreal, QC
The Service Delivery Manager/Director serves as the senior interface between the client and the Service Delivery Operations teams delivering IT infrastructure services. The Service Delivery…
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Représentant(e) des ventes internes – Ventilation
Master
Montreal, QC
- Full-time
…Montréal territory, as well as for the company’s purchasing group and logistics…
Added 1 day ago
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Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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…
Added 1 day ago
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Client Delivery Associate
BMO
Winnipeg, MB
- Full-time
3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
Added 1 day ago
TS
Global Equity Derivatives Operations Analyst II
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Toronto, ON
- Full-time
…strategic solutions. The candidate should have proven influencing, relationship management and client interaction skills. The team is directly involved with internal and external trade…
Added 1 day ago
M
Sales Account Manager
Mammoet
Puslinch, ON
- Full-time
Group Retirement Savings Plan (GRSP) matching.
Added 1 day ago
IF
Dealer Services Consultant (Located in Regina)
iA Financial Group
Saskatoon, SK
- Full-time
Are you driven by client service, business performance and the opportunity to build strong, long-term business relationships? As a Dealer Services Consultant, you will play a key role in…
Added 1 day ago
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Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…with Investment Advisors. In this role, you will deliver a client-focused planning experience, from discovery and financial analysis through to the development and presentation of…
Added 1 day ago
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Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 1 day ago
HS
Support Services Worker - Regular Full Time
Hopewell Support Services
Guelph, ON
- Full-time
Contributory group registered retirement savings plan – Hopewell contributes up to 3% for full time employees according to Hopewell Policies.
Added 1 day ago
Support Services Worker - Regular Part Time
Hopewell Support Services
Ariss, ON
Contributory group registered retirement savings plan – Hopewell contributes up to 3% for full time employees according to Hopewell Policies.
Added 1 day ago
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BMO Capital Markets Summer 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $1.045 trillion total assets…
Added 1 day ago
M
Sales Account Manager
Mammoet
Puslinch, ON
- Full-time
Group Retirement Savings Plan (GRSP) matching.
Added 1 day ago
T
Global Equity Derivatives Operations Analyst II
TD
Toronto, ON
- Full-time
…strategic solutions. The candidate should have proven influencing, relationship management and client interaction skills. The team is directly involved with internal and external trade…
Added 1 day ago
B
Senior Compliance Officer
BMO
Toronto, ON · FCP
- Full-time
…and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on…
Added 1 day ago
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Financial Planner
BMO
Burnaby, BC
- Full-time
…solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings…
Added 1 day ago
TU
Human Resources Coordinator
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
Reports to the Human Resources Manager, DAE, and works collaboratively with the DAE HR team and supportively with DAE, External Relations staff and management. Works with various…
Added 1 day ago
T
Vice President, Relationship Manager - TD Asset Management
TD
Calgary, AB
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…

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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