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Added 2 hours ago
LD
Digital Merchandising Specialist (14 Months Contract)
Loblaw Digital
Toronto, ON
- Full-time
…customer engagement, drive on-site conversion, and increase…
Added 2 hours ago
LC
Promotional Merchandising Allocations Specialist (12 Month Contract)
Loblaw Companies Limited
Toronto, ON
- Full-time
…Management and Merchandising Teams in order to drive incremental sales and achieve overall planned sales for the…
Added 3 hours ago
DT
Assistant Manager 1
Dollar Tree Stores
Saskatoon, SK
- Part-time
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company…
Added 3 hours ago
IB
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Welland, ON
- $17.95 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 3 hours ago
SP
Guest Services Representative - Winter 2026/27
Sun Peaks Resort
BC · Sun Peaks Mountain, BC
- Full-time
…interesting to you? You can do all this and more in your free time as a part of our Guest Services department. We are seeking to recruit a diverse team with varying time commitments. We can…
Added 7 hours ago
A
Future Opportunities: Business Development Manager
Ayming
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- Full-time
Proven track record using a sales methodology to generate business leads, open doors, and manage the sales cycle to contract signature
Added 11 hours ago
PF
Contract Inside Sales Representative
Performance Food Group
Milton, ON
- Contract
Core-Mark, a Performance Food Group Company, is part of a Fortune 150 company that continues to grow as an industry leader in fresh and broad-line solutions to the convenience retail…
Added 12 hours ago
TG
Field Systems Engineer (Level 1+)
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- Full-time
…cost of each passed certification. Every team member becomes a part of the Tech Guardian family and we frequently have team activities to maintain strong working relationships. Our…
Added 14 hours ago
Procurement Purchaser
Tigercat | MacDonald Steel
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Collaborate with other departments, such as production or logistics, to forecast and plan inventory needs based on sales and operational requirements
Added 17 hours ago
Business Sales Consultant
Rogers Communications
Burnaby, BC · North Vancouver, BC · Surrey, BC · Vancouver, BC · Calgary, AB
Excellent time management skills – with the ability to manage multiple competing priorities to meet sales targets and quotas.
Added 19 hours ago
B
ACCOUNT MANAGER, VIRTUAL BUSINESS CENTRE, CONNECT - Saskatoon, Winnipeg, Edmonton, Calgary, Kelowna, Vancouver (Temporary 18 month contract)
BDC
Calgary, AB
- Full-time
Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness…
Added 20 hours ago
CH
Project Services Sales Representative (Remediation Services)
Clean Harbors
Vancouver, BC
- Full-time
Clean Harbors is looking for a Project Services Sales Representative (Remediation Services). This role has direct responsibility for the profitable revenue growth throughout the designated…
Added 20 hours ago
CH
Project Services Sales Representative
Clean Harbors
Edmonton, AB
- Full-time
Clean Harbors is looking for a Project Services Sales Representative (Remediation Services), this role has direct responsibility for the profitable revenue growth throughout the designated…
Added 23 hours ago
L
Assistant Manager, Guest Experience | Contract August 2026 - June 2027 | Royalty Crossing Pop Up, PEI
lululemon
Charlottetown, PE
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 1 day ago
EG
Director, Business Development - Nuclear and Environment
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Toronto, ON
- $155,000 to $180,000 CAD / year
- Full-time
Are you ambitious and looking to make the right move in your career? Now is the perfect time to join Egis. Egis is experiencing substantial growth in North America, now made up of over…
Added 1 day ago
IB
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Sherwood Park, AB
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 1 day ago
I
2026 Seasonal Customer Experience Representative
Indigo
Sherwood Park, AB
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 1 day ago
ME
Warehouse Associate
MACLEAN ENGINEERING & MARKETING CO. LIMITED
North Bay, ON
- $21 to $25 CAD / hour
- Full-time
Issue required purchased and manufactured parts to sales orders for shipping as applicable.
Added 1 day ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Sydney, NS
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 1 day ago
Vape / Budtender PT (1 year Contract)
True North Construction Company
Sault Ste. Marie, ON
Job Types: Part Time Contract - Term hire date until -> Sept 2027
Added 1 day ago
TE
Distribution Services Coordinator (12 Month Contract)
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON · Montreal, QC
- $47,813 to $65,875 CAD / year
- Full-time
- Contract
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
Added 1 day ago
Service Account Executive - Building Automation Systems
Convergint Technologies Ltd
Calgary, AB
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Service Account Executive - Building Automation Systems to join our amazing culture in Calgary, AB.…
Added 1 day ago
NS
Inside Sales
Next Supply
Vaughan, ON
- Full-time
The Inside Sales position enhances customer and co-worker experiences by delivering customer order support, providing timely product knowledge, collaborating across departments and…
Added 1 day ago
Call Centre Associate
Purdys Chocolatier
Vancouver, BC
Contract Term: August 31, 2026 to December 11, 2026, with potential extension through April 2027
Added 1 day ago
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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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