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Added 34 mins ago
LC
Spécialiste Bilingue, Assurance de la Qualité, Produits Frais
Loblaw Companies Limited
Boucherville, QC
- Full-time
Continuous communication with QA Manager/Quality Assurance Team/Category Management Team/Supply Chain/Distribution Operations
Added 1 hour ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities…
Added 1 hour ago
Pharmacist
Bayshore
Markham, ON
Under the supervision of the pharmacy manager and/or pharmacy supervisor, performs all duties necessary to provide for the efficient daily clinical operation of the pharmacy, providing…
Added 1 hour ago
B
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 2 hours ago
T
Personal Banking Associate
TD
Niagara Falls, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 2 hours ago
AI
Senior Site Reliability Engineer - AEM - Content Delivery Network
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Toronto, ON
- Full-time
Own the release pipeline as a production control – branch protection, required checks, lint, performance, and secret-screening gates – and the evidence that they are enforced.
Added 2 hours ago
PL
Manager, Corporate Actuarial (FCIA/FSA), Actuarial Analytics & Insights
Pacific Life
Toronto, ON
- Full-time
…relevant experience to join the Corporate Actuarial function as a Manager, focusing on local reporting bases for the Savings & Retirement (S&R)…
Added 2 hours ago
Client Service Associate, Insurance and Investments
The Canada Life Assurance Company
Winnipeg, MB
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 2 hours ago
EH
Management Trainee
Enterprise Holdings
Okotoks, AB
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 2 hours ago
FI
Accounting Manager
Formations Inc
AB · Edmonton, AB
- Full-time
Support budgeting processes across corporate, branch, and manufacturing operations
Added 2 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 2 hours ago
T
Personal Banking Associate-Etobicoke- Future Opportunities
TD
Toronto, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 3 hours ago
B
Personal Banking Associate
BMO
Guelph, ON
- Full-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 3 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 3 hours ago
LC
Bilingual QA Specialist, Fresh
Loblaw Companies Limited
Boucherville, QC
- Full-time
Continuous communication with QA Manager/Quality Assurance Team/Category Management Team/Supply Chain/Distribution Operations
Added 3 hours ago
B
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 3 hours ago
B
Customer Service Representative
BMO
Vancouver, 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 3 hours ago
T
PIA Client Service Associate
TD
AB
- Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 3 hours ago
T
Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Vancouver, BC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer Department Overview:
Added 4 hours ago
B
Regional Support Manager, Estate and Trust, Private Wealth
BMO
London, ON · Ottawa, ON · Vaughan, ON · Waterloo, ON · Montreal, QC · Halifax, NS · IBMM
- Full-time
The Support Manager plays a critical role in overseeing the day-to-day operations of the GOA and Quebec Trust teams, ensuring that processes are executed efficiently, consistently, and in…
Added 4 hours ago
L
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 4 hours ago
L
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 4 hours 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 4 hours 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 4 hours ago
LA
Senior Purchasing Specialist
Legislative Assembly of Ontario / Assemblée législative de l’Ontario
Toronto, ON
- Full-time
…embody our organizational values within our Purchasing and Operations Branch. As a valued member of our team, reporting directly to the Purchasing Manager, you will collaborate closely with…

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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