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Added 7 mins ago
Financial Crime Analyst
Aviso Wealth
Remote, Canada
$85,000 to $100,000 CAD / year
Full-time · Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 7 mins ago
Financial Crime Analyst
Aviso Wealth
Remote, Canada
$85,000 to $100,000 CAD / year
Full-time · Remote
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 21 mins ago
Intern, Commercial Asset Management
Fengate Asset Management
Toronto, ON
Full-time
Fengate Asset Management is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and with…
Added 36 mins ago
Financial Crime Analyst
Aviso
Vancouver, BC
$85,000 to $100,000 CAD / year
Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 36 mins ago
Financial Crime Analyst
Aviso
Toronto, ON
$85,000 to $100,000 CAD / year
Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 2 hours ago
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
BC · British Columbia, Canada
Volunteer
Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.
Added 2 hours ago
Coordinator, Region Office Operations, Vancouver BC
IG Wealth Management
Vancouver, BC
Internship
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 hours ago
Intern, Residential Asset Management
Fengate Asset Management
Toronto, ON
Full-time
Fengate Asset Management is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and with…
Added 4 hours ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 4 hours ago
Product Strategy Senior Advisor – 12 months Contract - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
Full-time
Express Scripts Canada (ESC) is a leading health benefits management company. Serving over 12 million members, we help insurance carriers, third party administrators, and the public sector…
Added 4 hours ago
Business Development Associate, Wealth Management
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
…boutique with the resources and reach of a global platform, giving advisors access to global research, capital markets insight, investment specialists, and institutional-quality solutions.…
Added 4 hours ago
Représentant ou représentante bilingue, Unité des solutions de service / Service Solutions Unit Representative Bilingual
Fidelity Canada
Toronto, ON · Mississauga, ON · Montreal, QC · Calgary, AB
Full-time
Added 4 hours ago
Représentant ou représentante, Unité des solutions de service / Service Solutions Unit Representative
Fidelity Canada
Toronto, ON · Mississauga, ON · Montreal, QC · Calgary, AB
Full-time
Added 4 hours ago
Product Strategy Senior Advisor – 12 months Contract - Express Scripts Canada
Express Scripts Canada
Mississauga, ON
Full-time
Express Scripts Canada (ESC) is a leading health benefits management company. Serving over 12 million members, we help insurance carriers, third party administrators, and the public sector…
Added 4 hours ago
Client Experience Specialist - Winnipeg
Canada Life
Winnipeg, MB
Full-time
Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.
Added 4 hours ago
Marketing Associate
Brompton Funds
Toronto, ON
Full-time
As a Marketing Associate, you will support a broad range of marketing initiatives designed to communicate Brompton's investment products, insights and brand to investors, advisors and other…
Added 4 hours ago
Client Financial Services Agent
Desjardins
Plessisville, QC · Caisse Desjardins de L'Érable
Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 5 hours ago
Associate, Global Investment Banking
CIBC
Toronto, ON
Full-time
…and bring the world to Canada. CIBC Capital Markets, Global Investment Banking provides equity and debt underwriting as well as corporate finance advisory services to corporations. Within…
Added 5 hours ago
Analyst – Capital Market Operations – Integration position T2
National Bank of Canada
Montreal, QC
Full-time
· Analyze information received on market events and write memos for investment advisors.
Added 5 hours ago
Head of Marketing & Communications
Cameron Stephens
Toronto, ON
Full-time
Cameron Stephens is a leading Canadian commercial real estate investment manager with a strong record of partnering with borrowers and developers to deliver consistent, attractive…
Added 6 hours ago
Client Financial Services Agent
Desjardins
Gatineau, QC · Caisse populaire Desjardins de Gatineau
Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 6 hours ago
Client Financial Services Agent
Desjardins
Clermont, QC · Caisse Desjardins de Charlevoix
Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 6 hours 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 6 hours ago
Automation Manager (Full Time Contract - 12 Months)
IG Wealth Management
ON · Ontario, Canada
Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 6 hours ago
Corporate Branch Manager
iA Financial Group (Industrial Alliance)
Vancouver, BC
$58,422 to $92,583 CAD / year
Full-time
Is known for their ability to build strong relationships and provide practical guidance to advisors and internal partners;

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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