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Added 12 mins ago
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Project Manager
TC Energy
Calgary, AB · Winnipeg, MB · Bolton, ON
- Full-time
As a Project Manager you will be a key contributor to the management of facilities regulated programs to achieve reliable operation and continuous improvement of all assets located within…
Added 12 mins ago
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Consultant(e) aux ventes / Sales consultant (Saguenay - Lac St-Jean)
Sysco
Montreal, QC · Sysco Grand Montreal
- Full-time
Se fier aux outils PMT et Deal Manager pour soutenir la croissance du territoire et de la part de marché.
Added 12 mins ago
SE
Manager, Tax Compliance
Suncor Energy
Calgary, AB
- Full-time
We recognize your contribution and offer a range of rewards and development opportunities designed to support your success. Benefits/perks listed below may vary depending on the nature of…
Added 14 mins ago
SM
Marketing coordinator
Solaris Management Consultants Inc.
Surrey, BC
- $71,400 to $75,400 CAD / year
- Full-time
- On-site
Added 27 mins ago
SH
General Duty Nurse (N2) - Acute Stroke Unit
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 27 mins ago
SH
General Duty Nurse (N2) - Women's Float Team
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 27 mins ago
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Technical Writer II/Rédacteur ou rédactrice technique II
Bluberi
Drummondville, QC
- Full-time
In collaboration with game development teams and the Quality Assurance team, ensure compliance with standards and certification laboratory requirements.
Added 27 mins ago
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Unity GDK Developer III/Développeur ou développeuse Unity GDK III
Bluberi
Drummondville, QC
- Full-time
College or University degree in Software Development or related area or relevant experience.
Added 27 mins ago
SH
General Duty Nurse (N2) - CH3 Pediatric Medicine
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 27 mins ago
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PMO Project Manager II/Chef de projet PMO II
Bluberi
Montreal, QC
- Full-time
Reporting to the Project Delivery Manager, Project Management Office (PMO), the PMO Project Manager II will be assigned to product delivery initiatives, special projects, process…
Added 27 mins ago
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Software Tester II
Bluberi
Moncton, NB
- Full-time
With minimal supervision, the Software Tester II performs tests to detect software anomalies and to record them in specialized software. The Software Tester II reviews analysis…
Added 27 mins ago
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Sr. PMO Project Manager/Chef de projet senior, PMO
Bluberi
Drummondville, QC
- Full-time
Reporting to the Project Delivery Manager, Project Management Office (PMO), the Sr. PMO Project Manager will be assigned to product delivery initiatives, special projects, process…
Added 27 mins ago
SH
General Duty Nurse (N2) - Child Health Nephrology
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 42 mins ago
GP
Senior Engineering Program Manager
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
The Senior Engineering Program Manager leads cross-functional delivery of product development initiatives, including new product introductions, cost reduction, technology integration, and…
Added 42 mins ago
Software Development Manager, Rendering Foundations
Amazon
Vancouver, BC
…such as Detail Page across web and app. We are looking for a Software Development Manager to build and lead a new team in Vancouver that owns agentic CX and experience orchestration…
Added 57 mins ago
Strategic Sourcing - Strategic Sourcing Specialist
Mohawk Medbuy Corporation (MMC)
Burlington, ON · ON · Kingston, ON · London, ON · Thunder Bay, ON · Toronto, ON · Chatham-Kent, ON
Reporting to the Senior Manager, Strategic Sourcing, this position is responsible for providing support to lead and implement strategic sourcing processes which achieve the best possible…
Added 1 hour ago
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ServiceNow Developer
BMO
Toronto, ON · YNG
- Full-time
…including IT Service Management (ITSM), IT Asset Management (ITAM), Software Asset Management (SAM), Hardware Asset Management (HAM), Configuration Management Database (CMDB), platform…
Added 1 hour ago
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Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Familiarity with technology applications and software used in the financial planning and investment industry.
Added 1 hour ago
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People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Evaluate emerging Workday AI capabilities and recommend opportunities to improve employee and manager experiences.
Added 1 hour ago
FB
Assistant Chef Manager
Farm Boy Inc.
Brantford, ON
- From $21 CAD / hour
- Full-time
You’ll partner with the Department Manager to help lead the delivery of exceptional food and service experiences that reflect Farm Boy’s commitment to the best fresh shopping experience.…
Added 1 hour ago
AI
Accounts Payable Supervisor
Acuren Inspection, Inc.
Sherwood Park, AB
- Full-time
Reporting to the Shared Services Finance Manager, this position plays a key role in ensuring the accurate and timely processing of financial transactions. The successful candidate will…
Added 2 hours ago
E
Lab Manager/Project Manager
EXP
Burnaby, BC
- Full-time
The Lab Manager / Project Manager is responsible for the leadership, technical oversight, and day-to-day operation of EXP's Soils and Materials Laboratory in Burnaby, BC. The role combines…
Added 2 hours ago
CO
Senior Manager, Anti-Money Laundering Advisor
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Senior Manager, Anti-Money Laundering Advisor
Added 2 hours ago
PH
Magnetic Resonance Imaging Supervisor S3C
Providence Healthcare
Vancouver, BC
- Temporary
We are seeking a Magnetic Resonance Imaging Supervisor to join our team! This individual will report to the Manager or Site Coordinator and will:
Added 2 hours ago
MH
Event Marketing Manager
MedMe Health
Toronto, ON
- $70,000 to $100,000 CAD / year
- Full-time
As Event Marketing Manager, you will turn that calendar into a well-run program. You’ll help decide how MedMe should show up at each event, manage the preparation and logistics, and make…

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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