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Added 1 day ago
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Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 1 day ago
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Senior Financial Services Representative - Lonsdale
Vancity
North Vancouver, BC
- Full-time
This is a Full-time, Permanent role located at Lonsdale Community Branch (Branch 72). You will report directly to the Assistant Branch Manager.
Added 1 day ago
RD
Branch Operations Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 2 days ago
Assistant Manager, Tax Reporting Department (GWO)
Scotiabank
Toronto, ON
…held assets in Prime brokerage, Scotia Capital Inc., Scotia Wealth Management, ITRADE, ScotiaTrust, BNS Custody Services, MD, SCUSA and BNS Foreign Subsidiaries ensuring specific individual…
Added 2 days ago
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Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 2 days ago
RB
Branch Operations Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 2 days ago
RJ
Branch Administrator
Raymond James
Vancouver, BC
- Full-time
The primary role of the Branch Administrator is to assist both the Branch Manager (BM) and Branch Compliance Supervisor (BCS) and ensure the Raymond James office is managed efficiently and…
Added 2 days ago
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Branch Operations Assistant
RBC
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 3 days ago
NB
Branch Administrative Assistant
National Bank of Canada
Toronto, ON
- Full-time
A career as a Branch Administrative Assistant at Private Banking 1859 means being the first point of contact for clients, visitors, and colleagues across several business groups. Your…
Added 4 days ago
RD
Assistant Branch Operations Manager- EN
RBC Dominion Securities
Pointe-Claire, QC
- Full-time
The RBC Dominion Securities management team located in Pointe-Claire is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 4 days ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
The RBC Dominion Securities management team located in Pointe-Claire is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 5 days ago
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Assistant Branch Operations Manager
RBC
Pointe-Claire, QC
- Full-time
The RBC Dominion Securities management team located in Pointe-Claire is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 7 days ago
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Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 8 days ago
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Client Service Assistant/Associate, BMO Nesbitt Burns
BMO
Vancouver, BC · FBT
- Full-time
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…
Added 9 days ago
KS
Financial Advisor Assistant (Licensed)
King Street Associates
Toronto, ON
- Full-time
Our client, a leading Canadian investment dealer, is seeking a Licensed Financial Advisor Assistant to join their team. The ideal candidate is a driven and detail-oriented professional with…
Added 9 days ago
RD
Branch Operations Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Etobicoke is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 9 days ago
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Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 9 days ago
RB
Branch Operations Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Etobicoke is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 9 days ago
R
Branch Operations Assistant
RBC
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Etobicoke is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 9 days ago
T
Professional Assistant Branch Manager Wealth
TD
Moncton, NB · Halifax, NS · St. John's, NL
- Full-time
The role of Assistant Branch Manager reports directly to the Branch Manager and is one of the key leadership positions on the TD Wealth leadership team and an integral part of TD Bank’s…
Added 9 days ago
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Client Service Assistant
BMO
Toronto, ON · FCP
- Full-time
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…
Added 14 days ago
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Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Director & Assistant Market Leader supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned Private Wealth branch / market with…
Added 15 days ago
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 15 days ago
V
Mortgage Development Manager - Vancouver Island
Vancity
Vancouver, BC
- Full-time
…lending practices? Vancity is looking for an experienced sales professional with these traits to be our next Mortgage Development Manager. As a Mortgage Development Manager, you will grow…
Added 15 days ago
V
Mortgage Development Manager - Vancouver Island
Vancity
Bowen Island, BC
- Full-time
…lending practices? Vancity is looking for an experienced sales professional with these traits to be our next Mortgage Development Manager. As a Mortgage Development Manager, you will grow…

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 15, 2026

Original job description

Application Deadline:

10/18/2026

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 day-to-day administration, client inquiries, and branch operations. They also coordinate marketing activities and ensure compliance with regulatory and risk management policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Knowledge of wealth management operations and financial products is considered an asset.

Skills

Client service
Administrative support
Wealth management
Investment knowledge
Relationship management
Data management
Regulatory compliance
Risk management
Communication skills
Organization skills
Problem solving
Financial reporting
Technology support
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 advisor
Client service
Branch operations
Risk management
Compliance
Financial planning
Investment products
Stocks
Bonds
Mutual funds
Account management
Marketing
Database management
Reporting
Administration
BMO Nesbitt Burns
Private wealth

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