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Added 4 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 16 hours ago
A
Accounting assistant
Archer
Quebec, QC
- Full-time
Reporting to the Accounting Manager, this position provides analytical and operational support essential to the smooth running of the accounting department. It involves carrying out all…
Added 16 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 day ago
LD
Store Systems and Administration
London Drugs Limited
Vancouver, BC
- $18.25 to $21.58 CAD / hour
- Other
…store-level pricing. Accordingly, you will report directly to the Assistant Store Manager and Store…
Added 1 day ago
CO
City Manager
City of Bixby
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The City Manager shall be appointed by the City Council solely on the basis of education and experience and without regard for political affiliation. Actual experience as City Manager or as…
Added 1 day ago
Fisheries Administrative Assistant
Musqueam Indian Band
Vancouver, BC
Reporting to the Fisheries Manager, the Administrative Assistant, Musqueam Fisheries Department assists in the administration of the Fisheries Program of the Musqueam Indian Fisheries…
Added 1 day ago
AC
Member Services Representative- St. Georges Branch
Assiniboine Credit Union
Alexander, MB · St. Georges, MB
- Part-time
Reporting to the Manager, Member Service or Assistant Branch Manager, the Member Service Representative plays a key role in delivering a consistent and compelling member experience at ACU.…
Added 1 day ago
I-
Controller – Manufacturing | Contract with Extension Potential
IFG - International Financial Group
Toronto, ON
- $60 to $80 CAD / hour
- Contract
…professional with strong operational accounting and financial reporting experience in a manufacturing environment. The successful candidate will oversee month-end and year-end close…
Added 1 day ago
PM
Administrative Assistant
Prairie Mountain Health
Erickson, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 1 day ago
DB
Assistant Operations Manager
Delta Bingo Inc HQ
Hawkesbury, ON
- Full-time
Position Description: Assistant Operations Manager
Added 1 day ago
TL
Box Office Duty Manager (Part Time)
TO LIVE
Toronto, ON
- Up to $25.08 CAD / hour
- Part-time
Under the direction of the Manager and Assistant Manager of Box Office Services, the Box Office Duty Manager is responsible for helping run the Box Offices of TO Live for events and…
Added 1 day ago
EB
Senior Executive Assistant
EQ Bank
Toronto, ON
- Full-time
Reporting to the Manager, Executive Office & Board Liaison, you will act as an extension of both the executive and the Executive Office, exercising sound judgment, discretion, and…
Added 1 day ago
Assistant Marketing Mgr - Coors Light
Molson Coors
Toronto, ON
In the role of Assistant Marketing Manager – Coors Light, you’ll build one of the most iconic brands, shaping culture and changing the way consumers enjoys beer. You’ll get to operate as a…
Added 1 day ago
Investment Associate
Odlum Brown
Vancouver, BC
In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.
Added 2 days ago
OB
Investment Associate
Odlum Brown Limited
Vancouver, BC
- Full-time
In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.
Added 2 days ago
A
Receptionist/Concierge - Villa Forum
AgeCare
Mississauga, ON · Villa Forum
- Full-time
Reports to the Business Manager. Under supervision, performs a variety of accounting functions, clerical and receptionist duties associated with the daily operation of an effective business…
Added 2 days ago
AC
Assistant Sales Operations Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
The Assistant Sales Operation Manager for Amphenol Highspeed IO business unit supports the Sales Operation team in executing marketing and business strategies, driving customer…
Added 2 days ago
EB
Senior Executive Assistant
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Reporting to the Manager, Executive Office & Board Liaison, you will act as an extension of both the executive and the Executive Office, exercising sound judgment, discretion, and…
Added 2 days ago
SF
Administrative and Payroll Assistant
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
- Contract
We are hiring an Administrative and Payroll Assistant to join our Office Management Team. This role is ideal for someone beginning their administrative career and looking to gain experience…
Added 2 days 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 2 days ago
B
Assistant Branch Manager
BMO
Toronto, ON
- Full-time
Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
Added 2 days ago
Assistant Marketing Mgr - Coors Light
Molson Coors
Toronto, ON
In the role of Assistant Marketing Manager – Coors Light, you’ll build one of the most iconic brands, shaping culture and changing the way consumers enjoys beer. You’ll get to operate as a…
Added 2 days ago
Executive Assistant
The City of Red Deer
Red Deer, AB
The City of Red Deer is currently recruiting for an Executive Assistant to fill a regular (permanent) full-time position. Reporting to the Executive Advisor - Enterprise Strategy,…
Added 2 days ago
B
Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience,…
Added 2 days ago
D
Administrative Assistant
Desjardins
Quebec, QC · Caisse populaire Desjardins du Piémont Laurentien
- Full-time
The incumbent supports the general manager and/or the manager(s) of a small-sized caisse in carrying out various administrative support and secretarial activities, as per managers' detailed…

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.

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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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