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Added 21 mins ago
T
Manager, Customer Experience II - Fixed Term Contract
TD
Kenora, ON
- Full-time
…providing dynamic leadership to ensure seamless and impactful customer experience? If so, then apply with us today for the position of Manager Customer Experience and offer your expertise…
Added 50 mins ago
SH
FOH Management - Assistant Manager
Sandman Hotel Group
Sherwood Park, AB
- Full-time
…hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…
Added 50 mins ago
B
Facility Manager III
BGIS
Milton, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 50 mins ago
FC
Member Experience Representative
FirstOntario Credit Union
Hamilton, ON
- Full-time
…relating to business development as set forth by the Branch Manager at multiple…
Added 51 mins ago
Senior Manager, Document Management Platforms (COR.TRANSFORM)
Symcor
Mississauga, ON
The Senior Manager, COR.TRANSFORM leads the team responsible for implementing, maintaining, and supporting Symcor’s Document Management platforms, ensuring solutions meet business,…
Added 1 hour ago
SE
Manager, DtC (Retail/Ecomm) Data Analytics
Samsung Electronics
Mississauga, ON
- Full-time
The Manager, DtC Data Analytics reports to the Director, DtC Strategy & Planning and plays a pivotal role in driving data-driven decision-making for the Omnichannel (eStore and SES stores)…
Added 1 hour ago
PC
Assistant Store Manager - Full-Time
PVH Corp.
Halton Hills, ON
- Full-time
Are you ready to lead the sales floor by showcasing and promoting our iconic brand? You will deliver a top-notch customer experience that represents our brand’s minimalist and sensual point…
Added 1 hour ago
SC
store manager, Central and South Calgary. A.B
Starbucks Coffee Company
Calgary, AB
- $61,000 to $80,875 CAD / year
- Full-time
Our Store Managers bring the Starbucks experience to life by managing store operations, driving financial success, building great teams, and building a meeting place in their communities.…
Added 1 hour ago
T
Personal Banking Associate
TD
Kelowna, BC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour 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 1 hour ago
T
Personal Banking Associate Trainee (Full time)- Champlain, Montreal
TD
Montreal, QC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
T
Audit Manager I, TD Securities (1151)
TD
Toronto, ON
- Full-time
…risks of today and around the corner and help keep our daily operations running smoothly for our…
Added 1 hour ago
T
Audit Manager II, Financial Crimes (1148)
TD
Toronto, ON
- Full-time
…risks of today and around the corner and help keep our daily operations running smoothly for our…
Added 1 hour ago
T
Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
Toronto, ON
- Full-time
…risks of today and around the corner and help keep our daily operations running smoothly for our…
Added 1 hour ago
AT
Sales Account Manager - Courier
Armour Transportation Systems
Dartmouth, NS
- Full-time
Position Overview:We are seeking a passionate and results-driven Sales Account Manager to join our team. This role is instrumental in driving our growth vision in Canada by delivering…
Added 1 hour ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 1 hour ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 1 hour ago
M
FOH Management - Assistant Manager
Moxies
Sherwood Park, AB
- Full-time
…hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 1 hour ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Work with Sales Manager, Data, Product, and Operations to support more complex pricing or service-fit questions.
Added 1 hour ago
B
System Admin - On-prem & Cloud (AWS & Azure)
BMO
Toronto, ON · SCC
- Full-time
…gap between AWS and Azure platforms while ensuring seamless operations across both Linux and Windows systems, along with strong capabilities in backup, disaster recovery, and security…
Added 1 hour ago
Assistant Store Manager
Rogers Communications
Toronto, ON · Scarborough, ON
Management Support: You support the Store Manager in managing day to day operations, coaching, and developing team members to positively impact growth and create best in class customer…
Added 2 hours ago
TM
Community Manager (Condominium Manager), Durham, ON
Tribe Management inc
ON
- $70,000 to $80,000 CAD / year
- Full-time
We're looking for an experienced Property Manager to join our team. If you're confident managing high-rise condominium communities, building strong relationships with councils, and…
Added 2 hours ago
TM
Community Manager (Condominium Manager), G.T.A., ON
Tribe Management inc
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
We're looking for an experienced Property Manager to join our team. If you're confident managing high-rise condominium communities, building strong relationships with councils, and…

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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