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Added 8 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 8 mins ago
S
Meat - Manager Meat
Sobeys
Brentwood Bay, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 1 hour ago
JR
Manager, Research and Partnerships
Jumpstart Refugee Talent
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
Work with specialized partners, potentially including the Refugee Investment Network (RIN), as design, technical and potentially delivery partners for the Community of Practice.
Added 3 hours ago
SC
Payroll Administrator
Savaria Corporation
Brampton, ON
- $65,000 to $85,000 CAD / year
The Payroll Administrator t is responsible for end-to-end payroll processing for Canadian and U.S employees, ensuring accuracy, compliance, and timely delivery.
Added 6 hours ago
S
In Store Bakery - Manager Bakery
Sobeys
St. Thomas, ON
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised/affiliate store locations. Sobeys Capital…
Added 6 hours ago
IW
Manager Compliance Tier 1
IG Wealth Management
Quebec, QC
- Full-time
We are currently looking for a Manager, Compliance, to join our Compliance department located across Canada. The mandate of the Compliance Department is to ensure compliance with relevant…
Added 7 hours ago
DC
Senior Manager, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
As a Senior Manager, Client Services, you will take ownership of key enterprise relationships and help shape how client service is delivered. You’ll be the single point of accountability…
Added 7 hours ago
XT
Project Coordinator
Xodus Travel Services Inc.
Windsor, ON
- $55,000 to $70,000 CAD / year
- Full-time
The Project Coordinator supports the day-to-day delivery of projects across Xodus. Working closely with Project Managers and team leads, you will help keep projects organized and on…
Added 7 hours ago
XT
Project Manager
Xodus Travel Services Inc.
Windsor, ON · ON
- $80,000 to $105,000 CAD / year
- Full-time
The Project Manager is responsible for orchestrating the successful delivery of projects by effectively managing resources, timelines, and stakeholder expectations. This role requires the…
Added 7 hours ago
Manager, Client Services
FNF Canada
Mississauga, ON
Ensure all instruction, document delivery and review processes are fully documented and communicated
Added 7 hours ago
AI
Project Manager - Security Installation Projects
Ainsworth Inc
Edmonton, AB
- Full-time
The Project Manager, Security Installation Projects, is responsible for leading and delivering security installation projects of varying size and complexity. This role oversees project…
Added 9 hours 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 10 hours ago
P
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 10 hours ago
NB
Salesforce Application Architect
National Bank of Canada
Montreal, QC
- Full-time
In the commercial CRM sector, you are part of a team of 12 colleagues reporting to the Senior Manager – commercial CRM it Delivery. Our team stands out for the quality of its deliverables,…
Added 10 hours ago
C
Engineering Manager, Product
Clarity
Remote, Canada
- $165,000 to $275,000 CAD / year
- Full-time
- Remote
As an Engineering Manager, Product at Clarity, you will directly manage two product engineering teams, including the Engineering Leads and IC engineers on each. Each team runs as a triad of…
Added 10 hours ago
AC
Customer Account Manager
Aston Carter
Woodbridge, ON
- $70,000 to $100,000 CAD / year
- Full-time
The Customer Account Manager drives business development within existing aerospace accounts by deepening relationships, identifying new opportunities, and ensuring an exceptional customer…
Added 11 hours ago
Fisheries Administrative Assistant
Musqueam Indian Band
Vancouver, BC
Reporting to the Fisheries Manager, the Administrative Assistant, Musqueam Fisheries Department assists in the administration of the Fisheries Program of the Musqueam Indian Fisheries…
Added 11 hours ago
T
Tooling SME, Product Delivery & Transformation
TD
Toronto, ON
- Full-time
The Product Delivery & Transformation team within TDS Data, Delivery & Integration (DDI) is responsible for advancing delivery excellence across TD Securities by establishing modern…
Added 11 hours ago
T
Senior Practice Consultant, Private Wealth Management
TD
Vancouver, BC
- Full-time
The role will involve thought leader delivery for larger groups as well as deskside, one-on-one, advisory and team engagements.
Added 11 hours ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 11 hours ago
TO
Senior Accounting & Tax Consultant Canada – ERP Implementation (Consultant)
Talent Orbis | Executive Search and Leadership Consultancy Firm
Montreal, QC
- Contract
…Accounting & Tax Consultant to advise, guide, and train our client’s finance and operations teams during the implementation of an ERP system. This is a pure advisory engagement - the…
Added 11 hours ago
GP
Senior Engineering Program Manager
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
The Senior Engineering Program Manager brings structure to ambiguity, connects decisions to business outcomes, and maintains visibility across programs within their product line or line of…
Added 12 hours ago
B
ServiceNow Developer
BMO
Toronto, ON · YNG
- Full-time
Communicates and engages across stakeholder groups during construction and delivery of solutions.
Added 12 hours ago
B
Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 12 hours ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.

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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