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Added 5 mins ago
PC
Deals Contracts & Closing Mechanism Manager
Pwc Canada
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
A Chartered Accountant Designation (or local equivalent) required· Proven technical and analytical capabilities including proven financial and business performance analysis skills.
Added 20 mins ago
T
Data Excellence Manager
Takeda
Toronto, ON · CAN - Toronto Head Office
- Full-time
As the Data Excellence Manager, you will enable Takeda Canada’s data-driven decisions by ensuring critical local data is trusted, usable, and aligned with enterprise standards. You will…
Added 35 mins ago
DC
Senior Manager, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
Act as the primary project manager for client onboarding, new project implementations, and change requests from scoping through go-live, owning level-of-effort estimates, project…
Added 35 mins ago
XT
Project Manager
Xodus Travel Services Inc.
Windsor, ON · ON
- $80,000 to $105,000 CAD / year
- Full-time
The Project Manager is responsible for orchestrating the successful delivery of projects by effectively managing resources, timelines, and stakeholder expectations. This role requires the…
Added 35 mins ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Serve as a key advisor on financial strategy, risk management, budgeting, forecasting, and business planning
Added 35 mins ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
Empire Life is looking to hire a Group Marketing Manager to join our Marketing team! We are actively seeking candidates to fill a current, open position.
Added 35 mins ago
WG
Branch Manager
WGI Group
ON
- $90,000 to $125,000 CAD / year
- Full-time
Reporting to the Senior Vice President, the Branch Manager has overall responsibility for the performance of the branch, including operations, production, sales and customer relationships,…
Added 35 mins ago
Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
Attend all Pre-Bid meetings to document action items for follow through. Assist Project Manager in following up on Business Development action items.
Added 35 mins ago
CI
Intermediate Accountant
Cotecna Inspections
Burnaby, BC
- $60,000 to $65,000 CAD / year
- Full-time
Collaboration: Work closely with the finance team of North America and business managers on financial tasks, providing insights into financial performance.
Added 35 mins ago
B
Senior Interior Designer
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Toronto, ON
- Full-time
…support of annual planning and in response to client on-demand business…
Added 48 mins ago
HI
Accommodations manager
Holiday Inn Express Cold Lake
Cold Lake, AB
- From $62,010 CAD / year
- Full-time
- On-site
Health benefits, Financial benefits, Other benefits
Added 50 mins ago
ST
Financial Business Services Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
- Full-time
Job Posting TitleFinancial Business Services Coordinator
Added 50 mins ago
BC
General Manager
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Collingwood, ON
- Up to $90,000 CAD / year
- Full-time
The General Manager drives the performance and success of the branch, ensuring revenue growth, profitability, and operational excellence. This leadership role oversees multiple departments,…
Added 50 mins ago
FM
HR Superintendent
Foran Mining Corporation
Saskatoon, SK
- $140,000 to $155,000 CAD / year
- Full-time
Reporting to the HR & Payroll Manager, the HR Superintendent leads the delivery of HR services at the McIlvenna Bay Operation, providing strategic and operational leadership to the HR…
Added 50 mins ago
Manager, Client Services
FNF Canada
Mississauga, ON
FNF Canada, a division of Fidelity National Financial, is one of the country’s largest providers of title insurance and ancillary services is a leading service provider to financial…
Added 50 mins ago
AI
Production Manager - Excellence Auto Collision - Midwest
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Toronto, ON
- $50,000 to $65,000 CAD / year
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Understand the financial performance of the collision centre and address any operational concerns that could impact the success of the business
Added 50 mins ago
BC
PR Manager
BENEFIT COSMETICS SERVICES
Toronto, ON
- $70,000 to $80,000 CAD / year
- Contract
We’re seeking a strategic and connected PR Manager to lead Benefit Canada’s PR, media and influencer strategy. In this role, you’ll develop and execute innovative, on-brand initiatives that…
Added 50 mins ago
CM
Senior Financial Analyst
CanCap Management Inc.
Toronto, ON
- $75,000 to $90,000 CAD / year
- Full-time
CanCap has the immediate need for a skilled and energetic Senior Financial Analyst, reporting to the Manager, Finance. The Senior Financial Analyst will play an important role in the…
Added 50 mins ago
GW
Deskside Technician
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Calgary, AB
- Full-time
Our diverse group of legal professionals, law students, law clerks, paralegals, legal administrative assistants and business services team work together, and are respected and valued for…
Added 1 hour ago
Sales Associate
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Our Retail team is looking for an Assistant Store Manager at our CF Markville location! Come join our quickly growing and developing team at JD Sports Canada. Main responsibilities include…
Added 1 hour ago
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Added 1 hour ago
Account Manager_Operations_Cleaning_Industry_London
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London, ON · St. Thomas, ON · Woodstock, ON
…actively anticipating needs, resolving concerns, and leading performance and quality conversations at the store and regional…
Added 1 hour ago
H(
Sr. Analyst, Securities Operations (14-month contract)
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $103,000 to $153,000 CAD / year
- Full-time
Reporting to the Senior Manager, Securities Operations, the Senior Analyst is the subject matter expert of this team and has extensive knowledge of derivatives and marketable products…
Added 1 hour ago
US Corporate Tax - Waterloo - Manager
EY
London, ON · Toronto, ON
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package…
Added 1 hour ago
Assistant Marketing Manager, Häagen-Dazs
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Toronto, ON · North York, ON
Provide fact-based analytical support to identify business issues and opportunities by monitoring brand and competitive performance against key KPI.

BMO

Client Service Assistant

Vancouver, BC, Canada
FBT, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 11, 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 6, 2026

Original job description

Application Deadline:

10/10/2026

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.

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More about this job

Responsibilities

The Client Service Assistant supports Investment Advisors with daily administrative tasks, branch operations, and client service requests. They are responsible for managing client relationships, coordinating marketing activities, and ensuring compliance with regulatory and bank policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Knowledge of wealth management operations and familiarity with financial industry technology applications are considered assets.

Skills

Client service
Administrative support
Wealth management
Investment knowledge
Relationship management
Data management
Communication skills
Organization skills
Problem solving
Collaboration
Compliance
Risk management
Financial reporting
Scheduling
Marketing coordination

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisors
Client service
Branch operations
Financial planning
Risk management
Compliance
Account management
Marketing
Data entry
Reporting
Investment products
Stocks
Bonds
Mutual funds
Client database
Administrative support
Financial services
Relationship growth
Professional development

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