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Added 19 mins ago
SC
Director, Analytics & Insights
Securian Canada
Toronto, ON
- $130,000 to $170,000 CAD / year
- Full-time
Define and execute an analytics and insights roadmap aligned with enterprise, market, customer, and partner priorities.
Added 19 mins ago
SC
Director, Analytics & Insights
Securian Canada
Waterloo, ON
- $130,000 to $170,000 CAD / year
- Full-time
Define and execute an analytics and insights roadmap aligned with enterprise, market, customer, and partner priorities.
Added 3 hours ago
W
Project Engineering Manager, Mining
Worley
Vancouver, BC
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 3 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 3 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 3 hours ago
SG
Gestionnaire principal du développement des affaires / Senior Business Development Manager
Surgmed Group
Montreal, QC
- Full-time
Surgmed Group of Companies is a growing medical device manufacturing and distribution company with operations in Canada and internationally. We are looking for an experienced Senior…
Added 3 hours ago
CH
Seasonal Holiday Team Lead- Regent Mall
Cherry Hill Programs
Fredericton, NB
- Part-time
Lead by example and reinforce policies and procedures established by Operations Manager/Regional Manager
Added 3 hours ago
AC
Barista
Aramark Canada
Montreal, QC
- Full-time
This position contributes to the success of our specialty coffee counter by providing exceptional customer service. The Barista creates the Aramark experience for our customers by…
Added 3 hours ago
LC
Apparel Department Manager Full Time Day Greenlight Requisition
Loblaw Companies Limited
Paradise, NL
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 4 hours ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Product Manager with strong experience in product management, digital transformation, Agile delivery, enterprise architecture, and Microsoft technologies. The ideal…
Added 4 hours ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Product Manager with strong experience in product management, digital transformation, Agile delivery, enterprise architecture, and Microsoft technologies. The ideal…
Added 5 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
The Regional Manager is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of UPT goals in all of the Directly Operated Stores and Shops…
Added 5 hours ago
PC
Manager
Parq Casino
Vancouver, BC
- $50,000 to $60,000 CAD / year
- Full-time
The Restaurant Manager provides leadership for all Front of House operations, including à la carte dining, group sales, catering, and beverage programs. Working closely with the General…
Added 7 hours ago
HW
Financial Controller
H.C. Winter Search
Brampton, ON
- Full-time
Reporting to the Director of Finance & Strategy, you will work closely with the Billing & Revenue Operations Manager and other teams to strengthen financial processes, support our US…
Added 7 hours ago
Hair Salon Manager
Great Clips
Fonthill, ON
Whether you’re currently an Assistant Manager or an experienced stylist ready to take on full leadership responsibility, we’d love to connect with you.
Added 7 hours ago
K
Senior Manager - Senior Tech Lead – AI & Technology Transformation
KPMG
Montreal, QC
- Full-time
Lead the integration of agents into complex client environments, including Finance, HR, Legal, Risk, Compliance, Operations, and Customer Service functions, with a strong focus on security,…
Added 8 hours ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
…support our shop, production efficiency, and overall project…
Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 8 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 8 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 10 hours ago
TS
Maintenance Technician, LIVE-OUT
TalentSphere Staffing Solutions
Montreal, QC
- Full-time
…taking on a variety of responsibilities and contributing to the success of their real estate…
Added 10 hours ago
GC
Casual Duty Manager | Award Rates Apply
Good Company Bar
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
As a Duty Manager, you'll be part of the founding team helping to shape and establish the culture and daily operations of this venue. Your role will include overseeing the smooth and…
Added 11 hours ago
EH
Management Trainee
Enterprise Holdings
Burnaby, BC
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…

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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