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Added 12 mins ago
VC
Senior Functional Analyst, Business Systems & Integration
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Temporary
Reporting to the designated Regional Manager or Director, the Senior Functional Analyst leverages business and technical knowledge to ensure that assigned business systems effectively…
Added 57 mins ago
SH
Staff Respiratory Therapist - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 57 mins ago
SH
Respiratory Therapist - Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a…
Added 1 hour ago
C
Gestionnaire des Installations - Facilities Manager
CBRE
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
Encadrer les relations avec les fournisseurs et les procédures de facturation. Examiner les devis pour l’acquisition de pièces, de services et de main-d’œuvre pour les projets.
Added 1 hour ago
CG
Manager, Mechanical Design and Core Engineering
Calian Group
Ottawa, ON
- Full-time
The Manager, Mechanical Design and Core Engineering is responsible for establishing and executing the strategic roadmap for shared engineering capabilities, laboratories, technical…
Added 1 hour ago
TC
Program Supervisor, Full Time
Taproot Community Support Services
Port Alberni, BC
- Full-time
Our 800-plus employee-owners live by five shared values: we are stronger together, we lead with optimism, we embrace challenges, we respect every voice, and we go above and beyond. Guided…
Added 1 hour ago
GP
Associé Gestion des Partenariats
Global Payments Inc.
Markham, ON
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Partner Manager to join our ever-evolving Integrated Solutions team and help shape the future of global commerce.…
Added 1 hour ago
MS
Patient Care Manager, General Medicine
Mount Sinai Hospital (Toronto), Sinai Health
Toronto, ON · Greater Toronto Area, Canada
- $70.31 to $87.91 CAD / hour
- Contract
…excellence within an academic acute care setting. As a Patient Care Manager, General Medicine you will build team capacity, implement care standards, and contribute to the unit’s ongoing…
Added 1 hour ago
M
Marketing Manager, Global Retirement
Manulife
Waterloo, ON · Montreal, QC
- Full-time
As a Marketing Manager, you'll develop and deliver pivotal digital initiatives across brand and marketing strategy, marketing operational efficiency, thought leadership, content management,…
Added 2 hours ago
NF
Transitional Support Worker - Relief
Nisa Foundation
Vancouver, BC
- Up to $25.5 CAD / hour
- Contract
Support residents in navigating community systems and accessing available services.
Added 2 hours ago
M
Data Center Technician Manager
Microsoft
Toronto, ON
- Full-time
Microsoft’s Cloud Operations & Innovation (CO+I) is the engine that powers our cloud services. As a CO+I DCT Manager, you will perform a key role in delivering the core infrastructure and…
Added 3 hours ago
RB
Relationship Manager Intern, Business Markets
Royal Bank of Canada
Regina, SK
- Full-time
Good knowledge of a broad array of business and personal financial products and services
Added 3 hours ago
RD
Portfolio Advisor, Portfolio Construction & Practice Management
RBC Dominion Securities
Toronto, ON
- Full-time
You'll synthesize advice from firm investment groups (PAG, Alternatives, Global Manager Research, Mutual Fund Research, and strategy teams) into cohesive, practical guidance. The ideal…
Added 3 hours ago
W
Product Manager Intern
Workday
Vancouver, BC · Canada, BC, Vancouver
- Full-time
…each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds…
Added 3 hours ago
RH
Community Disability Worker: Monday to Friday Evenings
Robin Hood Association
Sherwood Park, AB
- $17.44 to $21.56 CAD / hour
- Full-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Service Quality Policy and Management System, Occupational Health & Safety Standards…
Added 3 hours ago
RH
Community Disability Practitioner - Full Time Hours - TERM
Robin Hood Association
Sherwood Park, AB
- $22.04 to $25.99 CAD / hour
- Full-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Occupational Health & Safety standards, and Creating Excellence Together (CET)…
Added 3 hours ago
RH
Community Disability Practitioner - Full Time Evening Hours
Robin Hood Association
Sherwood Park, AB
- $22.04 to $25.99 CAD / hour
- Full-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Occupational Health & Safety standards, and Creating Excellence Together (CET)…
Added 3 hours ago
TC
Building Official Intern (18 months contract)
The Corporation of the City of Markham
Markham, ON
- Up to $62,936.8 CAD / year
- Full-time
- Temporary
Department and Commission: Building Standards, Development Services
Added 4 hours ago
RH
Community Disability Practitioner - Full Time Hours - TERM
Robin Hood Association
Sherwood Park, AB
- $22.04 to $25.99 CAD / hour
- Full-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Occupational Health & Safety standards, and Creating Excellence Together (CET)…
Added 4 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Neonatal…
Added 4 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Neonatal…
Added 4 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Neonatal…
Added 4 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Neonatal…
Added 4 hours ago
H
Nurse B - Clinical Coordinator
HealthCareersInSask.ca
Moosomin, SK
- Full-time
Job Description: Reporting to the Facility Manager, the Resident Care Coordinator is responsible for ensuring the highest standard of care and service is provided to residents within…
Added 4 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care on medicine 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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