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Added 7 hours ago
CO
City Manager
City of Bixby
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The City Manager shall be the chief administrative officer and head of the administrative branch of the city government. He shall execute the laws and ordinances of the city and administer…
Added 9 hours ago
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Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Director & Assistant Market Leader supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned Private Wealth branch / market with…
Added 9 hours ago
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Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
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…
Added 10 hours ago
AC
Member Services Representative- St. Georges Branch
Assiniboine Credit Union
Alexander, MB · St. Georges, MB
- Part-time
Reporting to the Manager, Member Service or Assistant Branch Manager, the Member Service Representative plays a key role in delivering a consistent and compelling member experience at ACU.…
Added 11 hours ago
Store Manager
Sherwin-Williams
Chatham-Kent, ON · Chatham, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams
Added 11 hours ago
V
Financial Services Representative - Blundell Centre (6-Month Contract)
Vancity
Richmond, BC
- Full-time
This is a Full-time, Temporary role based at our Blundell Centre Community Branch (Branch 88) and will report directly to the Assistant Branch Manager.
Added 13 hours ago
T
Assistant Branch Manager Trainee
TD
Three Hills, AB · Calgary, AB
- Full-time
As an Assistant Branch Manager Trainee, you will contribute to the TD's success by leading and coaching employees towards achieving operational excellence and personal development…
Added 14 hours ago
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Assistant Plant Manager
Nutrien
Carrot River, SK
- Full-time
Support the supervision of daily branch and plant operations, including receiving, processing, storage, distribution, shipping, housekeeping, and customer service activities
Added 15 hours ago
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
Kelowna, BC
…fulfill a diverse role in which change is the norm. As the Assistant Manager, Member Services, you’ll use your many skills to lead a team of Member Service Representatives in providing…
Added 17 hours ago
V
Financial Services Representative (BCGEU) - South Burnaby
Vancity
Burnaby, BC
- Part-time
This is a Part-Time, Permanent role based at our South Burnaby Community Branch (Branch 17) and will report directly to the Assistant Branch Manager.
Added 18 hours ago
Assistant Warehouse and Distribution Manager
Nippon Express Canada
Richmond, BC
Assistant Warehouse and Distribution Manager, Warehouse - YVR branch
Added 19 hours ago
V
Financial Services Representative (BCGEU) - South Burnaby
Vancity
Burnaby, BC
- Part-time
This is a Part-Time, Permanent role based at our South Burnaby Community Branch (Branch 17) and will report directly to the Assistant Branch Manager.
Added 19 hours ago
Director, Community Partnerships
Government of Alberta
AB
Classification: Management Senior Manager Zone 1
Added 21 hours ago
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Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
Added 22 hours ago
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
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…
Added 22 hours ago
V
Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
As an Assistant Branch Manager, you will establish and develop relationships with our business community contacts and look for opportunities to promote Vancity products and services with…
Added 22 hours ago
V
Mortgage Development Manager - Vancouver Island
Vancity
Vancouver, BC
- Full-time
Advising and coordinating with the branch network so that there is seamless transition from the Mortgage Development Manager to the branch network (Assistant Branch Managers, Account…
Added 23 hours ago
V
Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
As an Assistant Branch Manager, you will establish and develop relationships with our business community contacts and look for opportunities to promote Vancity products and services with…
Added 23 hours ago
V
Mortgage Development Manager - Vancouver Island
Vancity
Bowen Island, BC
- Full-time
Advising and coordinating with the branch network so that there is seamless transition from the Mortgage Development Manager to the branch network (Assistant Branch Managers, Account…
Added 23 hours ago
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Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
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…
Added 1 day ago
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Financial Service Representative - LendDirect Office 1556
LendDirect
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
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Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
AF
Assistant Branch Manager - Office 1553
Attain Finance
Kingston, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
AF
Financial Service Representative - LendDirect Office 1556
Attain Finance
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
Assistant Branch Manager - Fisher & Northgate, North Bay, ON
Scotiabank
North Bay, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…

BMO

Client Service Assistant

Toronto, ON, Canada
CLAIRE, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 16, 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: Oct 9, 2026

Original job description

Application Deadline:

10/15/2026

Address:

30 St. Clair Avenue West

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 - $42,400 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

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

The Client Service Assistant supports Investment Advisors with daily administrative tasks, client inquiries, and account maintenance to ensure efficient branch operations. They also coordinate marketing activities and manage client relationships to promote service excellence and business growth.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field. Familiarity with wealth management operations, financial products, and industry-standard technology applications is highly desirable.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Database management
Compliance
Risk management
Financial reporting
Communication skills
Organizational skills
Problem solving
Team collaboration
Technology support
Account management

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

Wealth management
Investment advisors
Client services
Branch operations
Account opening
Compliance
Risk management
Marketing
Social media
Financial planning
Investment products
Stocks
Bonds
Mutual funds
Database management
Client retention
Administrative support
Regulatory requirements
BMO Nesbitt Burns
Private wealth

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