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Added 17 mins ago
Assistant Marketing Manager, Häagen-Dazs
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
As Assistant Marketing Manager, Häagen-Dazs, you’ll play a meaningful role in shaping how one of the world’s most iconic premium brands shows up in Canada. This is a hands-on brand role…
Added 32 mins ago
A
Territory Manager, Facial Aesthetics - Quebec City and surrounding regions - 14 month contract
AbbVie
Quebec, QC
- Contract
…expertise. Share this market intelligence information with district manager and respective team members, in order to achieve alignment, to anticipate environmental change and to optimize…
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MG
Technical Analyst, Database
Michael Garron Hospital
Toronto, ON
- Full-time
…cross-functional teams to facilitate better understanding, management, and support of MGH systems. Assist in the development and maintenance of detailed system documentation, including…
Added 1 hour ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The HR Manager will provide HR leadership and advisory support to an assigned portfolio of clinical and corporate departments while also providing operational oversight to HR Consultants,…
Added 1 hour ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
…customer intuition, and gain hard-won experience running complex change management inside leading organizations. In an AI-first company shipping continuously, your expertise compounds fast.…
Added 2 hours ago
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Technology Strategy & Transformation, Manager
PwC
Calgary, AB
- Full-time
As a Technology Strategy and Transformation, Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. We are seeking candidates with…
Added 2 hours ago
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Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
As a Manager -Financial Crime and AML, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
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322-26 Building Support Services - HVAC, Facilities Management, Full-Time, Stratford (Alliance Wide)
Huron Perth Healthcare Alliance
Stratford, ON
- Full-time
Directly responsible to the Manager, Facilities Management for effectively and efficiently providing quality maintenance services as assigned.
Added 2 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 2 hours ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
Can work independently and show initiative to drive change in a dynamic and fast-paced environment
Added 2 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The…
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Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
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Salesforce Application Architect
National Bank of Canada
Montreal, QC
- Full-time
In the commercial CRM sector, you are part of a team of 12 colleagues reporting to the Senior Manager – commercial CRM it Delivery. Our team stands out for the quality of its deliverables,…
Added 2 hours ago
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Engineering Manager, Product
Clarity
Remote, Canada
- $165,000 to $275,000 CAD / year
- Full-time
- Remote
As an Engineering Manager, Product at Clarity, you will directly manage two product engineering teams, including the Engineering Leads and IC engineers on each. Each team runs as a triad of…
Added 2 hours ago
UO
Manager, Organizational Change Management
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Director, Enterprise Change Management, the Manager, Organizational Change Management is a strategic leader responsible for orchestrating the delivery of professional,…
Added 2 hours ago
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Tooling SME, Product Delivery & Transformation
TD
Toronto, ON
- Full-time
We are innovators and leaders in the change management space. Our legendary customer & colleague experience continues to guide us as we deliver enhanced technologies, processes, and…
Added 3 hours ago
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Project Manager
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Calgary, AB · Winnipeg, MB · Bolton, ON
- Full-time
As a Project Manager you will be a key contributor to the management of facilities regulated programs to achieve reliable operation and continuous improvement of all assets located within…
Added 3 hours ago
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Primary Care Paramedic
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Red Deer, AB · AB Red Deer
- Full-time
…Medavie Health Services responsible for the optimal operation and management of EMS Services in Central Alberta, an integrated, pre-hospital care organization. People are the biggest…
Added 3 hours ago
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Part Time VIP Cook - Seasonal - Cineplex Cinemas University District & VIP
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- Part-time
Management will be held accountable for the Health & Safety of all employees under their supervision. Management is responsible to ensure that machinery and equipment are safe and that…
Added 3 hours ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial…
Added 3 hours ago
TT
Senior Project Controller
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Mississauga, ON
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Prepare resource projections, revenue forecasts, audit support reports, cash flow summaries, and utilization reports for Division Management, as directed by the Manager of Project Controls.
Added 3 hours ago
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Unity GDK Developer III/Développeur ou développeuse Unity GDK III
Bluberi
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Tracks and executes fixes, change requests and tasks according to the workflow.
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PMO Project Manager II/Chef de projet PMO II
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Reporting to the Project Delivery Manager, Project Management Office (PMO), the PMO Project Manager II will be assigned to product delivery initiatives, special projects, process…
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Sr. PMO Project Manager/Chef de projet senior, PMO
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Reporting to the Project Delivery Manager, Project Management Office (PMO), the Sr. PMO Project Manager will be assigned to product delivery initiatives, special projects, process…
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Assistant Food Services Manager - Temporary -LONG TERM CARE
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The Village at St. Clair has an exciting opportunity for an Assistant Food Service Manager to join their team.

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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