Find work in Canada.

325,316 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
Financial Services Representative - Full Time
Meridian Credit Union
Windsor, ON
$50,000 to $53,000 CAD / year
Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 14 mins ago
Automation Manager (Full Time Contract - 12 Months)
IG Wealth Management
ON · Ontario, Canada
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 45 mins ago
Customer Service Representative - Renforth & Rathburn, Mississauga (30 hrs/week)
Scotiabank
Toronto, ON · Etobicoke, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Operations Officer II - Bilingual
Robertson & Company Ltd.
Mississauga, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 hours ago
Motor License Issuer Supervisor
HUB International
Regina, SK
Full-time
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world…
Added 2 hours ago
Wealth Management Advisor
Desjardins
Thetford Mines, QC · Caisse Desjardins de la Région de Thetford
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
Financial Services Representative II
CIBC
Windsor, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
Full-time
The ideal candidate will bring significant experience in wealth management, a strong understanding of the advisor landscape, and a demonstrated ability to build trusted relationships with…
Added 3 hours ago
Customer Service Representative, Call Centre, Dynamic (Montreal, QC) 6 month contract
Scotiabank
Montreal, QC
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 3 hours ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
…overall SJF Investment Platform, representing SJF across Scotia Wealth Management Investment Solutions and risk oversight…
Added 3 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 3 hours ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to…
Added 3 hours ago
Client Service Assistant
BMO
Hamilton, ON · Burlington, ON
Full-time
…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…
Added 4 hours ago
Customer Service Representative, Call Centre, Dynamic - Montreal, QC
Scotia Global Asset Management
Montreal, QC
Full-time
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 4 hours ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
Always keep risk management top of mind to protect clients and the company.
Added 4 hours ago
Customer Service Representative, Call Centre, Dynamic - Montreal, QC
Scotiabank
Montreal, QC
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 5 hours ago
Mail Administrator III
Robertson & Company Ltd.
Waterloo, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 6 hours ago
Financial Services Representative
CIBC
Belleville, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 7 hours ago
Financial Services Representative II
CIBC
Kingston, ON
Full-time
Banking, Banking Applications, Building Trust, Business Banking, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Critical Thinking, Customer Engagement,…
Added 7 hours ago
Financial Services Representative II
CIBC
Kingston, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 22 hours ago
Senior Market and Trading Specialist
RBC Dominion Securities
Vancouver, BC
Full-time
Customer Service, Customer Service Management, Decision Making, Equity Research, Excel Reports, Interpersonal Relationship Management, Investment Management, Investment Performance…
Added 23 hours ago
Portfolio Administrator
Aviso
Toronto, ON
$70,000 to $80,000 CAD / year
Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 day ago
Client Care Representative - Personal Insurance Associate
HUB International
Armstrong, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 1 day ago
Client Care Representative - Auto Insurance Trainee
HUB International
Salmon Arm, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 1 day ago
Investment Advisor Wood Gundy Investment Center
CIBC
Toronto, ON
Full-time
Wood Gundy Investment Centre (WGIC) is comprised of sales and service-oriented team that manages a smaller group of accounts nationally. The Investment Advisor, WGIC, provides trusted…

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job