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Added 42 mins ago
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Senior Interior Designer
BGIS
Toronto, ON
- Full-time
Works closely with project manager, design coordinators, and project teams on conceptual designs, presentations, design development, and production.
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
…execution 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…
Added 3 hours ago
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Senior Technical Project Manager
CGI
Vancouver, BC
- Full-time
In this role, you will bring strong leadership across program planning, governance, financial oversight, risk management, and stakeholder engagement. You will help deliver meaningful…
Added 3 hours ago
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(CAN) Asset Protection Associate
Walmart
Edmonton, AB
- Part-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 3 hours ago
XT
Project Coordinator
Xodus Travel Services Inc.
Windsor, ON
- $55,000 to $70,000 CAD / year
- Full-time
…became glaringly apparent during and in the aftermath of the global pandemic. Recognizing the unprecedented challenges faced by travelers and the insurance sector alike, Xodus is committed…
Added 3 hours ago
XT
Project Manager
Xodus Travel Services Inc.
Windsor, ON · ON
- $80,000 to $105,000 CAD / year
- Full-time
Identify potential risks and develop mitigation strategies to minimize impact. Regularly review and update risk management plans as the project progresses.
Added 3 hours ago
Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
…responsible for providing project support through ownership and management of project and contract documentation and facilitation of project team communications. The project administrator…
Added 3 hours ago
Project Manager – Building Automation Systems
Convergint Technologies Ltd
Calgary, AB
Convergint is looking for a Project Manager – Building Automation, to join our amazing culture in our Calgary, AB location. The Project Manager is responsible for planning, scheduling,…
Added 3 hours ago
CT
Senior Security Systems Technician
Convergint Technologies Ltd
NB
- $30 to $38 CAD / hour
…Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our…
Added 3 hours ago
B
Senior Interior Designer
BGIS
Toronto, ON
- Full-time
Works closely with project manager, design coordinators, and project teams on conceptual designs, presentations, design development, and production.
Added 4 hours ago
FM
HR Superintendent
Foran Mining Corporation
Saskatoon, SK
- $140,000 to $155,000 CAD / year
- Full-time
…contains copper, zinc, gold, and silver – key metals for the global transition to green energy. We are committed to sustainable development, environmental protection, and building strong…
Added 6 hours ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
As a Customer Success Manager at Klue, you own the full customer relationship, from onboarding through renewal and expansion. You're the connective tissue: keeping every account team…
Added 6 hours ago
P
Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
Strong knowledge of FINTRAC requirements and Canadian Financial Crime risk management expectations; familiarity with other relevant regulatory regimes is an asset
Added 7 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…execution 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…
Added 7 hours ago
T
Senior Group Manager, Finance Governance & Controls (Capital Markets)
TD
Toronto, ON
- Full-time
As a Senior Group Manager, you will be responsible for providing strategic guidance and oversight. You will develop partnerships with cross-segment teams within Finance and across the Bank…
Added 7 hours ago
T
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 7 hours ago
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PIA Client Service Associate
TD
Kingston, ON
- Full-time
Adhere to all policies and procedures and maintain a culture and operation of risk management
Added 7 hours ago
TE
Project Manager
TC Energy
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 7 hours ago
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Senior Finance Manager, Surgery Canada
Johnson & Johnson Innovative Medicine
Markham, ON
- Full-time
Purpose: The Senior Manager – Surgery is the lead financial partner for Canada in the Americas region. The role has responsibility to deliver enterprise‑level impact through strategic…
Added 7 hours ago
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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 8 hours ago
GP
Senior Engineering Program Manager
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
The Senior Engineering Program Manager brings structure to ambiguity, connects decisions to business outcomes, and maintains visibility across programs within their product line or line of…
Added 8 hours ago
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Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
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,…
Added 8 hours ago
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Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Join a purpose‑driven team at the core of BMO’s risk management ecosystem. As the Senior Manager, Credit Risk Strategy Oversight, you will provide independent, forward‑looking challenge on…
Added 8 hours ago
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Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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,…

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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