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Added 24 mins ago
IF
Property Claims Adjuster II
Intact FC
Mississauga, ON · Ajax, ON
- Full-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Added 39 mins ago
M
Software Engineer II
Marqeta
Remote, Canada
- Full-time
- Remote
This team owns everything related to the user's card lifecycle, from the moment an account holder is created through card issuance, fulfillment, updates, and expiration. They build and…
Added 1 hour ago
W
(CAN) Stock Unloader Associate
Walmart
Prince Albert, SK
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 1 hour ago
W
(CAN) Stock Unloader Associate
Walmart
Port Hawkesbury, NS
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 2 hours ago
SC
Director, Analytics & Insights
Securian Canada
Toronto, ON
- $130,000 to $170,000 CAD / year
- Full-time
Define and execute an analytics and insights roadmap aligned with enterprise, market, customer, and partner priorities.
Added 2 hours ago
SC
Director, Analytics & Insights
Securian Canada
Waterloo, ON
- $130,000 to $170,000 CAD / year
- Full-time
Define and execute an analytics and insights roadmap aligned with enterprise, market, customer, and partner priorities.
Added 4 hours ago
W
(CAN) Stock Unloader Associate
Walmart
Estevan, SK
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 4 hours ago
PR
Provincial Manager, Atlantics
Pernod Ricard
NS
- Full-time
Account Management: Build and maintain relationships with key clients, including provincial liquor boards, NSLC, and NLC. Lead the tactical planning and execution of programs in partnership…
Added 4 hours ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Estevan, SK
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 4 hours ago
WC
(CAN) Préposé au déchargement
Walmart Canada
Baie-Comeau, QC
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 4 hours ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Estevan, SK
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 4 hours ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Estevan, SK
- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 4 hours ago
MU
ADMINISTRATIVE STAFF SPECIALIST I (BAND LEVEL 4)
Memorial University, Newfoundland and Labrador
St. John's, NL
- Full-time
…and initiatives; contributing to the overall efficiency and success of the program…
Added 5 hours ago
SG
Gestionnaire principal du développement des affaires / Senior Business Development Manager
Surgmed Group
Montreal, QC
- Full-time
Added 6 hours ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
…prospecting and relationship building is crucial for sustained success in the competitive…
Added 7 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
Assist Store leaders in training, coaching and development, customer service standards, standard operating procedures, impeccable visual standards and employee relations compliance in…
Added 8 hours ago
W
(CAN) Préposé au déchargement
Walmart
Baie-Comeau, QC
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 9 hours ago
T
Représentant Du Service à La Clientèle
TEKsystems
Winnipeg, MB
- $24 to $25 CAD / hour
- Contract
Contribute to team success by supporting colleagues in meeting client needs.
Added 9 hours ago
HW
Financial Controller
H.C. Winter Search
Brampton, ON
- Full-time
We are building a high-performance, customer-focused culture where responsiveness, ownership, accountability and proactive communication matter.
Added 10 hours ago
P
Class 1 Delivery Driver
PepsiCo
Moncton, NB
- Temporary
Your experience may include customer service. This is a great role for people who worked successfully with a high degree of independence and have experience dealing with people.
Added 13 hours ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 15 hours ago
Business Sales Consultant
Rogers Communications
Burnaby, BC · North Vancouver, BC · Surrey, BC · Vancouver, BC · Calgary, AB
…rewarding career at Rogers and be a driving force behind our success…
Added 15 hours ago
RB
GENERAL MANAGER - RODD ROYALTY HOTEL
Rodd Brudenell River Resort
Charlottetown, PE
- Full-time
…lead a dynamic hotel operation, contribute to the continued success of Rodd Hotels & Resorts, and create exceptional guest experiences that showcase the warmth and hospitality of…
Added 16 hours ago
AI
Account Manager
AXXESS INTERNATIONAL INC
Montreal, QC · Drummondville, QC · Quebec, QC
- Full-time
You have relevant experience in B2B sales, business development, or account management.
Added 17 hours ago
B
ACCOUNT MANAGER, VIRTUAL BUSINESS CENTRE, CONNECT - Saskatoon, Winnipeg, Edmonton, Calgary, Kelowna, Vancouver (Temporary 18 month contract)
BDC
Calgary, AB
- Full-time
Analyze, negotiate and prepare high quality loan proposals through thorough credit analysis, due diligence and sound account management practices.

Closed listing

BMO

Client Service Assistant

Vancouver, BC, Canada
FBT, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: 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

Archived listing. The details below describe a past opening.

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.

About employer

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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