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Added 39 mins ago
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Community Residential Manager
Boardwalk
Calgary, AB
- Full-time
…the same. If you have previous customer service, sales, or property management experience, we’d love to hear from…
Added 40 mins ago
Property Manager
Realstar
Côte-Saint-Luc, QC
Realstar is seeking a Property Manager who will oversee the property’s performance by maximizing profitability and maintaining standards within operational and budgetary objectives. The…
Added 1 hour ago
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Associate Property Manager
BGIS
Winnipeg, MB
- Full-time
Reporting to the Property Manager, the Associate Property Manager will ensure all Property Management policies, procedures and operations are conducted effectively. You will develop,…
Added 1 hour ago
Renewals Specialist | Spécialiste des renouvellements
Alveole
Montreal, QC
…disposition and it's normal for our solution to adapt as a property moves through them. Every asset eventually gets sold,…
Added 1 hour ago
M
Senior Rooms Operations Manager
Marriott
Regina, SK
- Full-time
2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest services, front desk,…
Added 2 hours ago
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Senior Technology Manager, Loan Servicing Technology
BMO
Toronto, ON · FCP
- Full-time
Loan IQ platform support, administration, batch operations, environment management, releases, upgrades, and integrations.
Added 3 hours ago
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Client Service Associate
BMO
Calgary, AB · CALG
- 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
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System Admin - On-prem & Cloud (AWS & Azure)
BMO
Toronto, ON · SCC
- Full-time
OS Management: Configure, patch, harden, and maintain Linux (RedHat) and Windows Server environments.
Added 3 hours ago
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Production Operations Manager
BMO
Toronto, ON · SCC
- Full-time
The Senior Manager, Production Operations Transformation will lead the evolution of production support capabilities across CorpFinFCU and Engineering portfolios, driving the organization's…
Added 3 hours ago
B
Development Manager
BMO
Toronto, ON · FCP
- Full-time
Applies development expertise to front and back-end systems coding combined with project management experience with systems administration skills. Designs the strategy for continuous…
Added 3 hours ago
B
Development Manager
BMO
Toronto, ON · FCP
- Full-time
Demonstrated ability to apply development expertise in both front-end and back-end systems coding, combined with project management and systems administration skills.
Added 3 hours ago
WM
Sales Support Manager - Bids & Tenders
Waste Management, Inc. (WM)
Kitchener, ON
- Full-time
Bachelor's Degree (accredited) in Sales, Marketing, Advertising, Business Administration, Communications or similar area of study, or in lieu of degree,
Added 5 hours ago
LF
Senior Manager Construction, Facilities & Property Operations
Leons Furniture Limited
Toronto, ON
- Full-time
Leon's Furniture Limited is seeking an experienced and highly motivated Senior Manager, Construction, Facilities & Property Operations to oversee construction projects, facilities…
Added 7 hours ago
DH
Rooms Operations Manager
Delta Hotels and Resorts®
Waterloo, ON
- Full-time
2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest services, front desk,…
Added 7 hours ago
A
Property Manager
Armco
Montreal, QC
- Full-time
As the Property Manager, you will be responsible for all aspects of property management at one of our downtown multi residential properties. The responsibilities will include, but are not…
Added 8 hours ago
Job fair October 2026 - Program Worker
Neighbours Community Homes
Canada
Experience working with documentation databases and systems such as Yardi (property management financial system) or similar applications, Pirouette, OCANs, and other client management…
Added 9 hours ago
CO
Maintenance Supervisor
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
A vulnerable sector check is required for this position and will be requested by the Hiring Manager should you be the candidate of choice. Please do not submit your vulnerable sector check…
Added 9 hours ago
EF
Business Development Manager
Everclean Facility Services
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $100,000 CAD / year
- Full-time
…facilities director you've worked with at a previous company, a property management group you've built trust with over years, or a procurement contact who knows your name and picks up your…
Added 10 hours ago
EH
Human Resources Manager
Evergreen Hospitality Group
Vancouver, BC
- Full-time
We are looking for an experienced, people-focused Human Resources Manager to lead all aspects of human resources across our portfolio. This position is responsible for overseeing day-to-day…
Added 10 hours ago
CL
Resident Experience Manager - CLC
Campus Living Centres
Hamilton, ON
- Full-time
The Resident Experience Manager serves as the primary connection between residents and the property management team. This role ensures a positive, supportive, and engaging living…
Added 10 hours ago
CL
General Manager - Off Campus
Campus Living Centres
Waterloo, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 10 hours ago
CL
General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 10 hours ago
A
Property Administrator (User Experience Partner)
Allied
Montreal, QC
- Full-time
…User Experience Partner, you will perform a broad range of property administration duties to ensure user experience expectations are met and your assigned properties are performing…
Added 11 hours ago
TC
Administrative Assistant (By-law Enforcement)
The City of Belleville
Belleville, ON
- Full-time
Reporting to the Manager, By-law Enforcement, this position provides administrative support to By-law Enforcement and ensures good customer service is provided to internal and external…
Added 11 hours ago
AP
Property Administrator (User Experience Partner)
Allied Properties REIT
Montreal, QC
- Full-time
…User Experience Partner, you will perform a broad range of property administration duties to ensure user experience expectations are met and your assigned properties are performing…

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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