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Added 21 mins ago
FM
Finance Officer (NOC 12200)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
…posting, and reconciling daily financial transactions, including sales, cash receipts, bank deposits, and electronic payments, ensuring accuracy and completeness of all…
Added 21 mins ago
FM
Office Clerk (NOC 14100)
Fresh Market Foods
Sioux Lookout, ON
- Full-time
Fresh Market Foods is seeking a detail-oriented, organized, and reliable Office Clerk (NOC 14100) to provide administrative and clerical support to the Marketing Team across all company…
Added 21 mins ago
B
Reservations Agent
Burrard
Whistler, BC
- Up to $25 CAD / hour
- Full-time
Share your knowledge: Support the Front Desk team when needed, including reservations training as directed by the Reservations Coordinator and/or Director of Sales & Marketing.
Added 36 mins ago
LV
Associate Category Manager
Lee Valley Tools
Ottawa, ON
- $60,000 to $75,000 CAD / year
- Full-time
Support the development and execution of sourcing strategies by identifying and prioritizing new products and promotions that deliver value to customers
Added 1 hour ago
WA
Accounts Payable Concierge
We Are Social
Toronto, ON
- $42,000 to $52,000 CAD / year
- Full-time
…hands-on transactional execution with high-level oversight, team support, and reporting directly to the Accounts Payable…
Added 1 hour ago
RP
Inside Sales Representative
Rex Power Magnetics
Vaughan, ON
- Full-time
Rex Inside Sales Agents are part of the Inside Sales Team. The role is generally in support of the department function, in its primary functions of providing quotations, processing orders,…
Added 1 hour ago
GG
Membership Consultant
Gold's Gym - British Columbia
Port Coquitlam, BC
- $18.25 to $19.25 CAD / hour
- Full-time
Gold's Gym BC is looking for an energetic, motivated, and results-driven Membership Sales Representative to join our team. If you're passionate about fitness, enjoy building relationships,…
Added 2 hours ago
ME
Technician - Bike Mechanic/Ski Tech
Mountain Equipment Company
Nanaimo, BC
- $21.9 to $27.15 CAD / hour
- Temporary
Provides member service according to SERVE standard, in shop/sales floor as required.
Added 2 hours ago
ME
Inventory Specialist - Full Time
Mountain Equipment Company
Whistler, BC
- $20.4 to $23 CAD / hour
- Full-time
1 to 2 years experience with customer service, inventory handling, or retail sales.
Added 2 hours ago
PA
Cargo Agent
PROVINCIAL AEROSPACE LTD
NL
- Part-time
Provide internal and external customer support
Added 2 hours ago
HG
Marketing project manager
Happy Goat Coffee Company
Ottawa, ON
- From $41.5 CAD / hour
- Full-time
- On-site
Advise clients on advertising or sales promotion strategies
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 3 hours ago
MM
Sales and marketing coordinator
Michelangelo Moulding
Lachine, QC
- From $35 CAD / hour
- Full-time
- On-site
Advise clients on advertising or sales promotion strategies
Added 3 hours ago
SC
Retail Operations Supervisor
Staples Canada
Edmonton, AB
- Full-time
Training and Development: Support training, development, and coaching of associates. Play a supporting role in performance conversations and coaching for a high-performance and…
Added 3 hours ago
CO
Warehouse manager
Canada Original Purse Inc.
Edmonton, AB
- $49.8 to $50.8 CAD / hour
- Full-time
- On-site
Conduct sales transactions through Internet-based electronic commerce
Added 3 hours ago
KF
Marketing assistant
Krem Food Services Inc
North Vancouver, BC
- From $38.4 CAD / hour
- Full-time
- On-site
Advise clients on advertising or sales promotion strategies
Added 6 hours ago
CC
Office Administrator
Corrpro Canada Inc
Edmonton, AB
- Full-time
…Coordinator who will provide customer service, reception, and administrative support. The role will manage customer inquiries, processes sales orders, work orders, purchase orders,…
Added 6 hours ago
KI
Stock Associate - Full-Time
Kiokii Inc
Surrey, BC
- $18.25 to $18.5 CAD / hour
- Full-time
Assist customers by locating products and offering general support as needed
Added 6 hours ago
KI
Store Manager
Kiokii Inc
Markham, ON
- $57,000 to $67,000 USD / year
- Full-time
As a Store Manager, you will lead the team to provide top tier customer service with outstanding product knowledge to all clients and maximize sales. Including but not limited to…
Added 6 hours ago
LC
Marketing coordinator
LEAP Consulting Inc.
Richmond, BC
- From $62,400 CAD / year
- Full-time
- On-site
Supervise professional and support staff and students
Added 9 hours ago
MM
Salesperson
Machinery Masters Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Coordinate with the sales manager for administrative tasks.
Added 9 hours ago
SS
Warehouse Generalist
Sinclair Supply
Grande Prairie, AB
- Full-time
Provide support to sales team related to inventory discrepancies (i.e. investigate variance and stock outs).
Added 10 hours ago
Retail Experience Lead
Fire & Flower Inc.
Edmonton, AB
…consistently high customer service level, cash management, administrative duties, setting alarms, and keeping the front of house clean and…
Added 10 hours ago
PA
Customer Care and Reservations Specialist
PROVINCIAL AEROSPACE LTD
St. John's, NL
- Full-time
Travel Agency Support. Assisting travel agencies with reservation and ticketing support
Added 10 hours ago
PP
Community Manager
Park Property Management
Mississauga, Ontario
- $52,000 to $65,000 CAD / year
- Full-time
Coordinate month-end activities, including suite pre-inspections and contractor/employee scheduling to support efficient unit turnovers.

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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