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Added 1 min ago
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Supervisor, Client Solutions
Aviso
Toronto, ON
- $83,000 to $90,000 CAD / year
- Full-time
Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team's delivery of high quality service to our partner and clients and provides a main point of…
Added 1 min ago
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Assistant Manager, Guest Experience | Contract August 2026 - June 2027 | Royalty Crossing Pop Up, PEI
lululemon
Charlottetown, PE
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 1 min ago
IC
Room Attendant
Impact Cleaning Services Ltd
Toronto, ON
- Up to $23 CAD / hour
Degree: High school diploma or equivalent; additional training in hospitality, housekeeping operations, or customer service is considered an advantage.
Added 16 mins ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Ross Memorial Hospital is seeking an experienced and highly motivated HR Manager to join our Human Resources team. This is an exciting opportunity for a practical, hands-on HR professional…
Added 16 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Saskatoon, SK
- Full-time
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 16 mins ago
C
Assistant Store Manager I
Coach
Vancouver, BC
- Full-time
As an Assistant Store Manager at Coach, you’ll partner with the Store Manager to drive sales performance, operational excellence, and team development. You lead by example on the sales…
Added 23 mins ago
GB
Clothing store manager
Gupta Brothers Inc.
Brampton, ON
- From $37 CAD / hour
- Full-time
- On-site
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 58 mins ago
BS
Restaurant manager
Bluetail Sushi & Bistro
Kelowna, BC
- $36.7 to $37 CAD / hour
- Full-time
- On-site
Added 1 hour ago
NG
Beverage service manager
Newlands Golf & Country Club
Langley, BC
- From $38.4 CAD / hour
- Full-time
- On-site
Added 1 hour 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 1 hour ago
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FOH Management - General Manager Designate
Moxies
Regina, SK
- Full-time
We are looking for an incredible General Manager Designate to be the leader of our team. Our people are the heart and soul of our business, and we are on the hunt for an amazing person like…
Added 1 hour 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 1 hour ago
Project Manager, Pipelines, Pacific Link (Contract)
Trans Mountain
Calgary, AB
…values-driven individual to join our dynamic team as a Project Manager, Pipeline, Pacific Link (Contract). In this position, you will work closely with the Project Director to lead assigned…
Added 1 hour ago
QH
Restaurant manager
Queens Harbour
Toronto, ON
- From $57,000 CAD / year
- Full-time
- On-site
Added 1 hour ago
RA
Restaurant manager
Ricky's All Day Grill
Delta, BC
- From $39.5 CAD / hour
- Full-time
- On-site
Added 1 hour ago
MW
Restaurant assistant manager
Mike Wiegele Helicopter Skiing Limited Partnership
Blue River, BC
- From $27.69 CAD / hour
- Full-time
- On-site
Added 2 hours ago
ME
General Manager - Edmonton South MEC
Mountain Equipment Company
Edmonton, AB
- $89,500 to $112,200 CAD / year
As the General Manager (GM), you are accountable for the overall performance, culture, and operational excellence of the store. You lead through others - setting clear expectations,…
Added 2 hours ago
ME
Department Manager, Category
Mountain Equipment Company
Nanaimo, BC
- $48,100 to $60,200 CAD / year
As the Department Manager, Category, you are a key store leader accountable for driving strong business and member outcomes through effective product category leadership, operational…
Added 2 hours ago
ME
Department Manager, Category - Footwear (Full Time)
Mountain Equipment Company
Quebec, QC
- Full-time
As a Department Manager, you’ll make MEC a great place to visit and work at. You’ll be a major part of managing store operations, supporting MEC’s strategic direction, and delivering on…
Added 2 hours ago
CB
Restaurant assistant general manager
Cora Breakfast and Lunch Kelowna
Kelowna, BC
- From $42.5 CAD / hour
- Full-time
- On-site
Added 2 hours ago
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Administrative Specialist, CBC Gem (English Services) 1-Year Contract
CBC/Radio-Canada
Toronto, ON
- Full-time
Reporting to the Manager, CBC Gem Merchandising, the Administrative Specialist will collaborate with Product teams, Communication teams, Business & Rights, Programming, Media Solutions and…
Added 2 hours ago
KS
Assistant Store Manager I
kate spade new york
Vancouver, BC · Pacific Centre
- Full-time
As an Assistant Store Manager at Coach, you’ll partner with the Store Manager to drive sales performance, operational excellence, and team development. You lead by example on the sales…
Added 2 hours ago
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Campaign Manager, Enterprise
Clio
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
You are both a disciplined project manager and a sharp editorial thinker. You truly influence the day-to-day campaign operations, including the sequencing, the trade-off calls, and the…
Added 2 hours ago
LD
Store Systems and Administration
London Drugs Limited
Vancouver, BC
- $18.25 to $21.58 CAD / hour
- Other
The individual in this position is responsible for the administrative functions of store operations, cash room, and the integrity of store-level pricing. Accordingly, you will report…
Added 2 hours ago
NT
Transportation manager
New-Way Trucking Ltd.
Winnipeg, MB
- From $40.38 CAD / hour
- Full-time
- On-site
Plan, organize, direct, control and evaluate daily operations

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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