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Added 6 mins ago
S
Manager, Global AP&P - Finance
Scotiabank
Toronto, ON
- Full-time
The Manager is responsible for researching and developing accounting policies and procedures and their implementation for the Bank, as directed by the Director or Senior Manager. It…
Added 6 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
…benefits, career training, and support for continued professional…
Added 6 mins ago
AF
TRAFFIC MANAGER
Alpha Facilities Group
NB · Chiasson Office, NB
- Full-time
We are seeking an experienced and dependable Traffic Manager to coordinate and oversee all traffic management operations across multiple project sites. This role is responsible for ensuring…
Added 6 mins ago
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Therapeutic Recreation Assistant
TVCC
London, ON
- Full-time
Reporting to the Manager, Family and Community Services, the successful candidate will:
Added 6 mins ago
WC
Category Manager
White Cap Canada
Vaughan, ON
- Full-time
Drives and executes category program development using the toll gate process and works cross functionally with Packaging Design, Supply Chain, Distribution, Product Forecast, In Store…
Added 6 mins ago
MG
Technical Analyst, Database
Michael Garron Hospital
Toronto, ON
- Full-time
Reporting to the IT Manager – Technical and Client Services, the Technical Analyst is responsible for the effective provisioning, installation, configuration, operation, security, access…
Added 6 mins ago
CO
City Manager
City of Bixby
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
The City Manager will lead the organization and work collaboratively with the Mayor, City Council, employees, residents, businesses, and community partners to effectively manage the City’s…
Added 6 mins ago
EC
Level 2 Caregiver (2 Positions) – Closed Internal/Band Member Competition
Enoch Cree Nation
Enoch, AB
- Full-time
The Early Years Educator supports the development and wellbeing of young children participating in Enoch Cree Nation Early Years Programs, including Daycare and Head Start programming. This…
Added 6 mins ago
EC
OHS Department Interim Occupational Health and Safety Manager – Open Competition (12 Month Term)
Enoch Cree Nation
Enoch, AB
- Full-time
The Occupational Health & Safety Manager provides direction to health & safety inquiries and is responsible for variety of tasks. The Occupational Health & Safety Manager will have working…
Added 7 mins ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
As a Customer Success Manager at Klue, you own the full customer relationship, from onboarding through renewal and expansion. You're the connective tissue: keeping every account team…
Added 21 mins ago
BP
Project Manager - Restoration
BELFOR Property Restoration Canada
Kingston, ON
- $65,000 to $75,000 CAD / year
- Full-time
As a Project Manager at BELFOR , you’ll oversee emergency and restoration projects from start to finish - ensuring quality, efficiency, and customer satisfaction. You’ll assess job sites,…
Added 22 mins ago
OI
ECE Instructor
Oxford International
Halifax, NS
- $59,280 CAD / year
- Full-time
ECE Instructor (full-time) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE Program;…
Added 22 mins ago
Sales Associate
Laura Canada
Dartmouth, NS
Effectively develops customer relationships by applying Laura Canada’s Clientele Development tools.
Added 37 mins ago
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Branch Manager Advisor
RBC
Wawanesa, MB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 37 mins ago
M
Chargé(e) de projets agiles
Mirego
Montreal, QC · Quebec, QC
- Full-time
…effective way for us to create real value. As an Agile Project Manager, you are at the heart of this dynamic. You support the team throughout the execution of projects, identify obstacles…
Added 37 mins ago
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Technology Strategy & Transformation, Manager
PwC
Calgary, AB
- Full-time
As a Technology Strategy and Transformation, Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. We are seeking candidates with…
Added 37 mins ago
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Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
As a Manager -Financial Crime and AML, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 37 mins ago
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Sr. Software Development Engineer / Principal, Software Development Engineer
Workday
Vancouver, BC · Canada, BC, Vancouver
- Full-time
As either a Senior Software Development Engineer or a Principal Software Development Engineer on the AI Model Serving team, you will be a technical leader who helps shape the vision and…
Added 37 mins ago
BR
Safety and Risk Compliance Manager
Brad Ryan - Wright Canada Holdings LTD
Prince George, BC · CAN - SRGI Office - BC
- Full-time
The Position: SRG Safety and Risk Compliance Manager
Added 37 mins ago
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Translation Services Coordinator
Public Health Ontario
Toronto, ON
- Full-time
Supports manager in development and implementation of PHO operational policies, processes, best practices, tools and resources to promote compliance with FLS.
Added 37 mins ago
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104R2-26-3 Indigenous Transitions Facilitator
Six Nations
Ohsweken, ON
- Full-time
…the early engagement of client identified caregivers in the development of their care plan. They will also determine any education or training required to support the client in their living…
Added 51 mins ago
CI
Manager, Mechanical Design and Core Engineering
Calian in Space & Technology
Ottawa, ON
- Full-time
The Manager, Mechanical Design and Core Engineering is responsible for establishing and executing the strategic roadmap for shared engineering capabilities, laboratories, technical…
Added 51 mins ago
P
Client success manager
PrimaryUI
NB · Chiasson Office, NB
- Full-time
At Agevia, you’ll be more than a client manager - you’ll be the heartbeat of client relationships. You’ll celebrate wins with them, help them through challenges, and make sure they always…
Added 51 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 51 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

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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