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Added 1 hour ago
DQ
assistant manager, restaurant
Dairy Queen
Burnaby, BC
- Full-time
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
FO
Retail Store Manager
Fenix Outdoor
Victoria, BC
- Full-time
At least 2 years of retail leadership experience (store manager, assistant manager, or multi-store leadership preferred)
Added 1 hour ago
Assistant Restaurant Manager
Wickaninnish Inn
Tofino, BC
Join our Restaurant Team as an Assistant Restaurant Manager, where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four…
Added 1 hour ago
Assistant Spa Manager
Wickaninnish Inn
Tofino, BC
Join our Spa Team as an Assistant Spa Manager where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four Diamond, and…
Added 1 hour ago
Customer Care Representative
CareRx
Oakville, ON
…Retirement Communities. Under the direction of the Customer Care Manager, the Customer Care Representative is responsible for ensuring that exceptional customer care is provided to all…
Added 1 hour ago
CI
Commercial Account Assistant
Cowan Insurance Group
Cambridge, ON
- Full-time
Cowan Insurance Group is looking for a Commercial Account Assistant to join our Small Business Solutions (SBS) Team!
Added 2 hours ago
SW
Underwriting Assistant (SWG Specialty)
South Western Insurance Group
Pickering, ON
- $42,000 to $56,000 CAD / year
As an Underwriting Assistant, you will report to the UA Team Lead, will be a team player supporting the underwriting team, and will perform tasks to directly support our underwriters.
Added 2 hours ago
SW
Intermediate Underwriter (SWG Specialty)
South Western Insurance Group
Pickering, ON
- $68,500 to $85,000 CAD / year
Underwriting assistant experience (an asset);
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Shelburne, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
GT
Administrative Assistant – Bathurst
Guardian Tanks
Saint-Quentin, NB
- Full-time
Reporting to the Plant Manager, the Administrative Assistant provides versatile administrative support to the Bathurst operations. This person serves as the main on-site administrative…
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Evening
Loblaw Companies Limited
Halifax, NS
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Paradise, NL
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Vancouver, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
NB · Kings, NB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
NB · Kings, NB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Carstairs, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Evening
Loblaw Companies Limited
Spruce Grove, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
NF
Grocery Assistant Department Manager Part Time Afternoon
No Frills
Chestermere, AB
- Part-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 3 hours ago
LC
Fruits et légumes Assistant Gérant/Superviseur temps partiel jour
Loblaw Companies Limited
Mont-Laurier, QC
- Part-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 3 hours ago
LC
Viande Assistant Gérant/Superviseur temps partiel jour
Loblaw Companies Limited
Mont-Laurier, QC
- Part-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…

Closed listing

BMO

Client Service Assistant

Vancouver, BC, Canada
FBT, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 4, 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: Sep 23, 2026

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

10/03/2026

Address:

595 Burrard Street

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 - $42,000 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 0.5X

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.

About employer

More about this job

Responsibilities

Support Investment Advisors and branch operations with client service, meeting preparation, account administration, transaction processing, and maintenance of client records. Help retain and grow client relationships through marketing and event coordination, investment-related support, timely follow-up, and adherence to risk, privacy, and compliance requirements.

Requirements

Typically requires 1–2 years of relevant experience; a post-secondary degree in a related field is desirable, or an equivalent combination of education and experience. Knowledge of wealth management and branch operations, investment products, and industry technology is an asset, and candidates must meet applicable branch or jurisdiction licensing and certification requirements.

Skills

Client Service
Wealth Management
Investment Support
Account Administration
Money Movement Processing
Marketing Coordination
Client Event Planning
Report Generation
Database Management
Regulatory Compliance
Risk Management
Technology Support
Written Communication
Organization
Analytical Problem Solving

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

BMO Nesbitt Burns
BMO Private Wealth
Wealth Management
Investment Advisors
Branch Operations
Client Service
Investment Management
Private Banking
Wealth Planning
Trust And Estate
Account Transfers
Wire Transfers
Stocks
Bonds
Money Market
Mutual Funds
Managed Products
Fee-Based Products
Client Database
Account Opening
Client Events
Marketing Activities
Risk Management Framework
Regulatory Compliance
Client Privacy
Licensing And Certification

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