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Added 12 mins ago
Wealth Associate
National Bank of Canada
Montreal, QC
Full-time
…large team of some fifty colleagues, and you report to Senior Manager, Exclusive Remote Advisory Service (ERAS). The virtual branch of Exclusive Remote Advisory Services is available to our…
Added 13 mins ago
Investment Associate, Nesbitt Burns
BMO
Brossard, QC
Full-time
…provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations…
Added 58 mins ago
Account Manager, Small Business
TD
Notre-Dame-de-l'Île-Perrot, QC · Coteau-du-Lac, QC · Vaudreuil-Dorion, QC
Full-time
Account Manager, Small Business (Territory : Cote Vert, Vaudreuil, Coteau du Lac and Ile Perrot )
Added 1 hour ago
Customer Service Rep
BMO
Oak Bay, BC · Victoria, BC
Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 1 hour ago
Financial Services Representative (BCGEU) - Downtown
Vancity
Vancouver, BC
Full-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 1 hour ago
Financial Services Representative - Full Time
Meridian Credit Union
Windsor, ON
$50,000 to $53,000 CAD / year
Full-time
…appropriate advice and recommendations. As a member of the branch sales and service team, the primary responsibilities for this position will be to understand the financial needs of our…
Added 1 hour ago
Wealth Advisor
Assiniboine Credit Union
Winnipeg, MB
Full-time
Reporting to AVP Wealth or Manager, Wealth Advisors, the Wealth Advisor contributes positively to the bottom line of ACU Wealth Management by playing a key role in providing financial…
Added 1 hour ago
Dir. de comptes, Services bancaires aux PME
TD
Vaudreuil-Dorion, QC
Full-time
Account Manager, Small Business (Territory : Cote Vert, Vaudreuil, Coteau du Lac and Ile Perrot )
Added 1 hour ago
Corporate Branch Manager
iA Financial Group (Industrial Alliance)
Vancouver, BC
$58,422 to $92,583 CAD / year
Full-time
As a Corporate Branch Manager, you will play a key role in maintaining a strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the…
Added 2 hours ago
Branch Manager
Rexel Canada
Charlottetown, PE
Full-time
We are currently seeking a Branch Manager to become an integral part of our Charlottetown location.
Added 2 hours ago
General Manager
BELFOR CANADA INC.
Collingwood, ON
Up to $90,000 CAD / year
Full-time
The General Manager drives the performance and success of the branch, ensuring revenue growth, profitability, and operational excellence. This leadership role oversees multiple departments,…
Added 2 hours ago
Financial Advisor - Delton
Servus Credit Union
AB · Edmonton, AB
Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 2 hours ago
Customer Support & Warehouse Associate
FABCO Plastics
Saskatoon, SK
Full-time
· Maintain the forklift in safe operating condition and report any concerns to the branch manager.
Added 2 hours ago
Personal Lines & MPI Service Team Member ( Multifaceted Role)
Crossroads Insurance
Winnipeg, MB
Full-time
Contributing to a respectful, positive, and team-oriented work environment, and raising any concerns with your Branch Manager promptly.
Added 2 hours ago
General Manager
Groupe AGF / AGF Group
Calgary, AB
Reporing to the COO, the General Manager has the overall management responsibilities of our operations in Alberta for AGF Rebar inc. As such, the General Manager is responsible for leading…
Added 3 hours ago
Purchasing Manager
Texcan
Surrey, BC
Full-time
The Purchasing Manager is responsible for leading Texcan's purchasing function to ensure the timely procurement of inventory and customer-specific products while maintaining appropriate…
Added 3 hours ago
Financial Services Representative (BCGEU) - Downtown
Vancity
Vancouver, BC
Full-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 3 hours ago
Operations Manager, Integrated Customer Solutions (Fly in/Fly out - 14/14)
Grainger Canada
Edmonton, AB
Full-time
Reporting to the Market Manager, the Operations Manager, ICS will work at the Customer Facility providing day-to-day strategic leadership in building a high performing, engaged team who…
Added 3 hours ago
Manager, Pricing
Scotiabank
Toronto, ON
The Manager, Pricing Operations is accountable for leading or supporting the execution of different Real Estate Secured Lending (RESL) pricing initiatives for residential mortgages and…
Added 4 hours ago
Customer Experience Associate
TD
Woodstock, ON
Part-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…
Added 4 hours ago
Personal Banking Associate Trainee Future Opportunities (Richmond Hill, Newmarket, Aurora, North York and Vaughan)
TD
Aurora, ON · Richmond Hill, ON · Newmarket, ON
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…
Added 4 hours ago
Customer Experience Associate - Hull, Plateau (Part-time, 18.75h/week)
TD
Gatineau, QC
Part-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…
Added 4 hours ago
Business Development Consultant
Sun Life
Oakville, ON
Full-time
Focused on coaching for growth, consulting with experienced advisors, sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this…
Added 4 hours ago
Assistant Business Manager (Retail Banking)
Industrial and Commercial Bank of China (Canada)
Toronto, ON
Full-time
Promote, sell, and deliver retail banking products and services so as to meet the sales goals.
Added 4 hours ago
Service Manager (Boilers / HVAC)
D2B Groups
Remote, Canada
Full-time · Remote
…across a broad service territory. They are seeking a Service Manager to lead their Ottawa service branch, a hands-on leadership role with full accountability for field service execution,…

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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