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Added 16 mins ago
Administrative and Event Support Assistant
York University
Toronto, ON
Contract
Under the direction of the Operations Manager, the Administrative and Event Support Assistant provides administrative and event coordination support to the department of Cinema & Media Arts…
Added 16 mins ago
Assistant Manager: Ski Patrol - Hourly
Whistler Blackcomb
Whistler, BC
Temporary
The Assistant Manager for Ski Patrol is a managerial position tasked with being responsible for leading multiple patrollers for the day-to-day operations on the mountain. This role will…
Added 1 hour ago
Caretaker Supervisor - Administrative Assistant 3 (AESES)
Recreation Manitoba
Winnipeg, MB
Full-time
Assist the Manager, Caretaking Services in gathering and analyzing data and identifying, planning, directing and implementing Long Term Strategic Planning for the department.
Added 1 hour ago
Ticketing Services & Entertainment Coordinator
Westerner Park
Red Deer, AB
Full-time
Support the creation, management, and publishing of staff schedules for Box Office operations, event days, and seasonal requirements under the direction of the Assistant Manager.
Added 1 hour ago
Assistant Food & Beverage Manager-Hilton Garden Inn & Homewood Suites by Hilton Ottawa Downtown
Concord Hospitality Enterprises
Ottawa, ON
Full-time
Working knowledge of food and beverage operations, banquet service, inventory control, and labor planning.
Added 1 hour ago
Office Manager
Construction Labour Relations Association of BC
New Westminster, BC
Full-time
We are looking for a permanent, full-time team member to fill the position of Office Manager, reporting to the President & CEO. In this position you will be expected to provide key…
Added 1 hour ago
Summer Camp Manager, YMCA Camp Elphinstone
YMCA BC
Gibsons, BC
Full-time
Position Title: Summer Camp Manager, YMCA BC Camp Elphinstone
Added 1 hour ago
Stadium Operations Coordinator
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
BC Place is hiring a full-time Stadium Operations Coordinator. Reporting to the Assistant General Manager, the Stadium Operations Coordinator provides high-level administrative, operational…
Added 1 hour ago
Clubs and Associations Assistant (Temporary)
UFV SUS
Abbotsford, BC
Part-time
The Clubs & Associations Assistant plays a key role in supporting the delivery and administration of the SUS Clubs & Associations (C&As) Program. This position focuses on providing…
Added 2 hours ago
Administrative Assistant, School of Engineering
University of British Columbia
Kelowna, BC · UBCO | Engineering, Management and Education Building (EME)
$28.65 to $32.84 CAD / hour
Full-time
BCGEU OK Hourly - Support Services Assistant II
Added 2 hours ago
Assistant Manager: Ski Patrol - Hourly
Vail Resorts
Whistler, BC
The Assistant Manager for Ski Patrol is a managerial position tasked with being responsible for leading multiple patrollers for the day-to-day operations on the mountain. This role will…
Added 2 hours ago
Assistant.e chef.fe de gréeur - OVO | Assistant Head of Rigging - OVO
Cirque du Soleil Entertainment Group
Montreal, QC
Full-time
Nous recherchons un adjoint au chef du département (« AHOD ») de gréage pour soutenir les opérations de gréage de l’un des spectacles en tournée du Cirque du Soleil. Relevant du Chef de…
Added 3 hours ago
LINC Program Support Assistant
NorQuest College
Edmonton, AB
The LINC Program Support Assistant plays a key role in supporting the successful delivery of the Language Instruction for Newcomers to Canada (LINC) program. Reporting to the Manager,…
Added 3 hours ago
Stage Experience Lead - Full Time
Sephora
Rocky View, AB
$20 to $23.55 CAD / hour
Full-time
…Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling…
Added 3 hours ago
Assistant Manager, RS
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON
Full-time
…jaw-dropping 39-foot HD screen, a 100-foot bar, multiple customizable event spaces, and an atmosphere built for unforgettable…
Added 3 hours ago
General Service Supervisor
Westerner Park
Red Deer, AB
Full-time
Westerner Park is seeking a reliable, adaptable, and service-oriented General Service Supervisor to join our Event Delivery team. The General Service Supervisor works closely with Event…
Added 4 hours ago
Assistant Guest Services Manager
Germain Hôtels
AB · Calgary, AB
Full-time
We're looking for an Assistant Guest Service Manager, with strong organizational skills to be at the heart of the action. Responsible for coordinating front of house operations and ensuring…
Added 4 hours ago
Assistant Banquets Manager (1 Year Contract)
Marriott
Ottawa, ON
Full-time
Understands the impact Banquet operations has on the overall success of an event and manages activities to maximize customer satisfaction.
Added 4 hours ago
Stage Experience Lead - Full Time
Sephora
Nanaimo, BC
$22.85 to $28.55 CAD / hour
Full-time
…Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling…
Added 4 hours ago
Assistant Catering Manager
Dexterra
Victoria, BC
$26 to $28 CAD / hour
Full-time
Consult with clients to define event requirements, create menus, and provide cost estimates.
Added 4 hours ago
Temporary Executive Assistant - School Operations - JWS (35hrs)
Halton District School Board
Burlington, ON
Internship
Position: Executive Assistant - School Operations
Added 5 hours ago
Program Assistant
The University of British Columbia
Vancouver, BC
$4,881 to $5,255 CAD / month
Full-time
The Program Assistant works closely with the Operations and Special Projects Manager to maintain smooth building and office operations, executing logistics and support for repairs and…
Added 7 hours ago
Assistant General Manager
Co-op
Prince Albert, SK
Full-time
Lake Country Co-op invites applications for the position of Assistant General Manager at our Canadian Brewhouse restaurant in Prince Albert, Saskatchewan. If you are passionate about…
Added 7 hours ago
General Service Supervisor
Westerner Park
Red Deer, AB
Full-time
Westerner Park is seeking a reliable, adaptable, and service-oriented General Service Supervisor to join our Event Delivery team. The General Service Supervisor works closely with Event…
Added 8 hours ago
Program Assistant
University of British Columbia
Vancouver, BC · UBCV | Indian Residential School History and Dialogue Centre (IRSHDC) (IRSC)
$4,881 to $5,255 CAD / month
Full-time
The Program Assistant works closely with the Operations and Special Projects Manager to maintain smooth building and office operations, executing logistics and support for repairs and…

BMO

Client Service Assistant

Hamilton, ON, Canada
Burlington, ON, Canada

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Oct 13, 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 28, 2026

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Original job description

Application Deadline:

10/12/2026

Address:

999 Upper Wentworth St, #0135B

Job Family Group:

Wealth Sales & Service

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.

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. 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 Investment Representative licensing with CIRO 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.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive additional monthly discretionary bonus. The overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: .5X
This position requires flexibility to work from both our Lime Ridge Mall (Hamilton) and Burlington offices, as needed.

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

Support Investment Advisors and branch operations with client service, account administration, meeting preparation, marketing coordination, and timely handling of client requests. Maintain client records, support relationship retention and growth, assist with investment-related services, and follow risk, privacy, and compliance requirements.

Requirements

Typically requires 1–2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Wealth management operations knowledge, familiarity with financial planning and investment technology, and the applicable CIRO Investment Representative license and branch certifications are required or considered assets as specified.

Skills

Client Service
Wealth Management
Account Administration
Money Movement Processing
Account Opening And Maintenance
Appointment Scheduling
Marketing Coordination
Client Event Planning
Report And Document Preparation
Database And File Management
Risk Management
Regulatory Compliance
Technology Support
Communication
Analytical And Problem-Solving

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

BMO Nesbitt Burns
BMO Private Wealth
Wealth Management
Investment Advisors
Client Service
Branch Operations
Investment Representative
CIRO
Investment Management
Private Banking
Wealth Planning
Trust And Estate
Account Transfers
Money Movement
Wire Transfers
Stocks
Bonds
Money Market
Mutual Funds
Managed Products
Fee-Based Products
Financial Planning Technology
Risk Management Framework
Regulatory Compliance
Client Privacy
Marketing Coordination
Social Media
Client Events
Account Opening

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