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Added 33 mins ago
Branch Manager
Manufacturing Job Site
Summerside, PE
Full-time
We're looking for an experienced and driven Branch Manager to lead our Summerside, PEI team. This is an exciting opportunity to build relationships, support a talented team, and drive the…
Added 1 hour ago
Loans Interviewer / MSR, Mobile
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Vancouver, BC
Full-time
Under managerial direction, provides comprehensive branch lending services to members for personal loans, mortgages, lines of credit, construction mortgages, certificate of title, small…
Added 1 hour ago
Client Advisor
Royal Bank of Canada
MB · STE. ROSE, Manitoba
Full-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 2 hours ago
Director of Service Operations
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$140,000 to $170,000 CAD / year
Full-time
Reports To: Regional Manager / Senior Leadership
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Field Service Technician
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AB
Full-time
Added 3 hours ago
Class G Driver
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AZ Driver
Cooper Equipment Rentals Limited
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Full-time
If equipment is missing or broken upon pick up fill out the appropriate forms and get customer’s signature. Turn in these forms to Branch Manager, along with pick up sheets.
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Account Representative
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Terrebonne, QC · Mascouche, QC · Trois-Rivières, QC
$60,000 to $70,000 CAD / year
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…territory and/or an established number of accounts as defined by branch management. Develop existing accounts and identify new prospects. Problem-solve, consult, and assist existing and…
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Logistics Coordinator/Coordonnateur ou coordonnatrice de la logistique (Calgary)
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This position is responsible for managing and coordinating activities between the Main Distribution Center (MDC), Branch Service Center (BSC), and Local Distribution Center (LDC) as…
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Senior Credit Solutions Manager, Commercial Banking - Calgary
Scotiabank
AB · Calgary, AB
The Senior Credit Solutions Manager (Sr. CSM) is responsible for contributing to the profitable growth and quality of the Bank’s Corporate and Commercial Credit portfolio by performing…
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Account Manager, Small Business
TD
Notre-Dame-de-l'Île-Perrot, QC · Coteau-du-Lac, QC · Vaudreuil-Dorion, QC
Full-time
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Added 4 hours ago
Financial Planner Investment and Retirement Planning Assistant
Royal Bank of Canada
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Full-time
…Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. You will provide…
Added 5 hours ago
Personal Banker Trainee
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Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
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Senior Personal Banker Trainee - Investing
TD
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…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
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Assistant Manager, Member Services - Aulds Rd Branch (Nanaimo)
Coast Capital Savings
Nanaimo, BC
Work with the Manager, Member Services, to seamlessly coordinate the needs of the branch and achieve the team’s goals.
Added 5 hours ago
Portfolio Assistant
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Full-time
…experience. Works collaboratively within the assigned team / branch and with business…
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Financial Service Representative - LendDirect Office 1629
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Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
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Associate Financial Consultant - 34th at Victoria
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Full-time
Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful…
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Financial Service Representative - LendDirect Office 1629
Attain Finance
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Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
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CLIENT SUPPORT COORDINATOR, OTTAWA AND KINGSTON
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Provide excellent support service to the business development team and business center manager.
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CLIENT SUPPORT COORDINATOR, OTTAWA AND KINGSTON
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Provide excellent support service to the business development team and business center manager.
Added 6 hours ago
Bilingual ADP Sales Manager
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Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 6 hours ago
Branch Operations Administrator
BMO
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Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 6 hours ago
Client Advisor
Royal Bank of Canada
Sault Ste. Marie, ON
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 6 hours ago
Logistics Coordinator/Coordonnateur ou coordonnatrice de la logistique (Calgary)
Konica Minolta Business Solutions, U.S.A., Inc.
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Full-time
This position is responsible for managing and coordinating activities between the Main Distribution Center (MDC), Branch Service Center (BSC), and Local Distribution Center (LDC) as…

BMO

Client Service Assistant

Vancouver, BC, Canada
FBT, Canada

Job type: Full-time
Apply by: Oct 4, 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: Sep 23, 2026

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Original job description

Application Deadline:

10/03/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with 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 stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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 licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
The range below reflects the BMO enterprise range. The expected pay range for this position is: $38,000 - $42,000 This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 0.5X

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

Support Investment Advisors and branch operations with client service, meeting preparation, account administration, transaction processing, and maintenance of client records. Help retain and grow client relationships through marketing and event coordination, investment-related support, timely follow-up, and adherence to risk, privacy, and compliance requirements.

Requirements

Typically requires 1–2 years of relevant experience; a post-secondary degree in a related field is desirable, or an equivalent combination of education and experience. Knowledge of wealth management and branch operations, investment products, and industry technology is an asset, and candidates must meet applicable branch or jurisdiction licensing and certification requirements.

Skills

Client Service
Wealth Management
Investment Support
Account Administration
Money Movement Processing
Marketing Coordination
Client Event Planning
Report Generation
Database Management
Regulatory Compliance
Risk Management
Technology Support
Written Communication
Organization
Analytical Problem Solving

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

BMO Nesbitt Burns
BMO Private Wealth
Wealth Management
Investment Advisors
Branch Operations
Client Service
Investment Management
Private Banking
Wealth Planning
Trust And Estate
Account Transfers
Wire Transfers
Stocks
Bonds
Money Market
Mutual Funds
Managed Products
Fee-Based Products
Client Database
Account Opening
Client Events
Marketing Activities
Risk Management Framework
Regulatory Compliance
Client Privacy
Licensing And Certification

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