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Added 42 mins 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 42 mins ago
AN
Project Manager (Design-Build)
Avia NG Airport Consultants
Richmond Hill, ON
- $100,000 to $140,000 CAD / year
- Full-time
Avia NG Airport Consultants represents the NextGen in airport consulting and brings together a unique team of experienced engineers, project managers, technologists and pilots that share a…
Added 1 hour ago
TurtleJacks / DoubleTree West Kelowna - Line Cook
Days Hospitality Limited Careers
West Kelowna, BC
Train and mentor new and existing employees in all aspects of culinary development in all of the kitchen food service.
Added 2 hours ago
M
Account Manager
MechaTronix
Vancouver, BC
- Full-time
As our Account Manager, you will be responsible for developing both existing and new business in West-coast Canada/USA.
Added 2 hours ago
Food & Beverage Manager
Rosewood Hotel Group
Vancouver, BC
Rosewood Hotel Georgia, a Rosewood Hotel, is looking for an exceptional and outstanding F&B Manager.
Added 2 hours ago
Restaurant Manager
Rosewood Hotel Group
Vancouver, BC
Rosewood Hotel Georgia, a Rosewood Hotel, is looking for an exceptional and outstanding F&B Manager.
Added 2 hours ago
C
Business Development Representative
CYGNVS
Toronto, ON
- Full-time
We're hiring our inaugural Business Development Representative (BDR) team - four BDRs plus a BDR Manager. This is a founding team opportunity: you'll help define how the function runs, not…
Added 2 hours ago
Job Fair October 2026 - Housing Support Worker
Neighbours Community Homes
Canada
Housing Support Worker works alongside tenants and participants and is responsible for providing services to improve tenant mental health, housing stability, unit conditions and for…
Added 3 hours ago
Commercial Account Manager
Yotpo
Toronto, ON
Serve as a trusted advisor to clients to consult on their business challenges and objectives
Added 4 hours ago
C
Business Development Manager
CYGNVS
Toronto, ON
- Full-time
We're building our inaugural Business Development Representative (BDR) team - four BDRs and this Manager role. This is a founding-team opportunity: you won't be inheriting an existing…
Added 4 hours ago
B
People & Culture Coordinator
BESTSELLER
Montreal, QC
- Full-time
We believe the employee experience is the heart of our success, fueling our drive to continuously evolve and create a truly inspiring and vibrant organization. We're looking for talented,…
Added 4 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 6 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 7 hours ago
SS
Director of Operations, Healthcare Security - Vancouver Coastal Health
Securiguard Services Ltd.
Burnaby, BC
- Full-time
Proven track record of excellence in client relationship management, problem solving and business development
Added 8 hours ago
OV
Curling Centre Manager | Full-Time | Temple Gardens Centre
Oak View Group
Moose Jaw, SK
- $58,000 to $62,000 CAD / year
- Full-time
The Curling Centre Manager is responsible for the day-to-day operation, administration, and customer experience of the Curling Centre. This role provides leadership and oversight of all…
Added 8 hours ago
OV
Sales & Marketing Manager | Full-Time | Temple Gardens Centre
Oak View Group
Moose Jaw, SK
- $58,000 to $65,000 CAD / year
- Full-time
The Sales & Marketing Manager is responsible for developing and implementing sales and marketing strategies that promote the facility, its events, and its services while generating revenue…
Added 8 hours ago
SM
RQ11708 – Project Manager/Leader – Intermediate
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Intermediate Project Manager/Leader with strong expertise in I&IT project management, project planning, stakeholder engagement, governance, IT solutions…
Added 8 hours ago
SM
RQ11708 – Project Manager/Leader – Intermediate
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Intermediate Project Manager/Leader with strong expertise in I&IT project management, project planning, stakeholder engagement, governance, IT solutions…
Added 8 hours ago
SM
RQ11708 – Project Manager/Leader – Intermediate
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Intermediate Project Manager/Leader with strong expertise in I&IT project management, project planning, stakeholder engagement, governance, IT solutions…
Added 9 hours ago
Regional Maintenance Manager
Transportation Equipment Network - Canada
Montreal, QC
Transportation Equipment Network (TEN) is proud to be the North American leader in transportation equipment and solutions. We’re full-service and fully loaded with an industry-leading…
Added 9 hours ago
R
Mail Insert Operator
REPAY
Mississauga, ON
- Full-time
REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta,…
Added 9 hours ago
Account Manager
SJR
Toronto, ON
We are currently seeking an Account Manager to join our growing Toronto-based team. In this critical role, you will work on various accounts and champion an outstanding client experience by…
Added 9 hours ago
FO
Retail Store Manager
Fenix Outdoor
Victoria, BC
- Full-time
…gateways to the outdoors. We inspire curiosity, share knowledge, and help guests feel truly at home in nature. As a Store Manager, you'll lead a high-performing team with confidence and…
Added 9 hours ago
SD
Patient Care Specialist
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…spirit. We pride ourselves in having an awesome work culture and fun environment! We offer competitive salaries, a great benefit package, Shoppers Drug Mart discount, Goodlife gym discount,…
Added 10 hours ago
XT
Senior Account Manager
XI Technologies Inc
Calgary, AB
- Full-time
The primary responsibility of the Senior Account Manager is to achieve XI’s retention and add-on sales targets by developing strong relationships with our KEY clients. You will be meeting…

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.

Find open jobs More jobs with this employer

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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