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Added 18 mins ago
AI
Business analyst project manager
Accenture Infrastructure & Capital Projects Inc.
Richmond Hill, ON · Toronto, ON
- $95,000 to $103,000 CAD / year
- Full-time
- Hybrid
Oversee development of communication strategies
Added 57 mins ago
SW
Part-Time Sales Lead - Stuart Weitzman
Stuart Weitzman
Halton Hills, ON
- Part-time
Collaborate with Store Manager and Assistant Manager to support the team in elevating client experience and sales.
Added 1 hour ago
HB
Store Manager - BOSS Store, Chinook
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 1 hour ago
HB
Assistant Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Rocky View, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 1 hour ago
A
Architecte de solution WEB
Astek
Montreal, QC
- Full-time
Tu contribueras à un projet stratégique de transformation numérique pour notre client. Tu définiras et mettras en œuvre un cadre Web moderne, sécurisé et évolutif destiné aux sites Web, à…
Added 1 hour ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 1 hour ago
KD
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
- Full-time
Soutenir le lancement d'innovations McCafé en garantissant une activation omnicanale solide et une exécution client efficace.
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Richibucto, NB
- Temporary
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 3 hours ago
Business Sales Consultant
Rogers Communications
Burnaby, BC · North Vancouver, BC · Surrey, BC · Vancouver, BC · Calgary, AB
Has a growth mindset – strives for continual development, and views challenges as learning opportunities.
Added 3 hours ago
Client Services Coordinator
Canadian Cancer Society
Montreal, QC
Job Title: Client Services Coordinator (on a Casual basis)
Added 3 hours ago
Coordinator, Client Services - Casual
Canadian Cancer Society
Prince George, BC
Job Title: Client Services Coordinator (Casual)
Added 3 hours ago
AI
Account Manager
AXXESS INTERNATIONAL INC
Montreal, QC · Drummondville, QC · Quebec, QC
- Full-time
Interested? We are looking for our next Account Executive to join our Business Development team at our Québec City office!
Added 3 hours ago
ST
Program Assistant
Strides Toronto
Toronto, ON
- $46,662 to $54,339 CAD / year
- Contract
Provide administrative support that ensures the program manager and staff have the training, tools, and resources required to enable the delivery of service and meet client, family and…
Added 3 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 3 hours ago
S
Stage Experience Lead - Full Time
sephora.com
ON
- $22.2 to $26.1 CAD / hour
- Full-time
…Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling model and…
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Quinte West, ON
- $36.92 to $54.14 CAD / hour
- Full-time
PhysioHouse Trenton clinic provide personalized, evidence-based rehabilitation for a predominantly private client population, helping individuals recover from injury, manage pain, and…
Added 3 hours ago
LH
PHYT-Physiotherapist
Lifemark Health Group
Regina, SK
- Full-time
…deeply committed to delivering compassionate, timely, and truly client-centred medical, physiotherapy, and rehabilitation services that empower individuals to overcome bone, joint, and…
Added 3 hours ago
LH
PHYT-Physiotherapist
Lifemark Health Group
Airdrie, AB
- Contract
…accident claims, and long-term disability coverage, ensuring every client has the tools and knowledge to achieve their health…

BMO

Client Service Assistant

Vancouver, BC, Canada
FBT, Canada

Full-time

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Job details

Job type: Full-time
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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