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Added 6 mins ago
7
Store Leader (Manager) Trainee
7-Eleven
St. Paul, AB · Vermilion, AB
- Full-time
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 6 mins ago
RJ
Legal Assistant
Raymond James
Vancouver, BC
- Full-time
Raymond James Ltd. is seeking a Legal Assistant for the firm’s Legal Department in the Vancouver office.
Added 6 mins ago
BB
Associé(e) principal(e) des ventes au détail / Senior Retail Sales Associate
Best Buy Canada
Canada
- Full-time
Grow your career in similar roles (sr. admin specialist, sr. product process specialist, sr. fulfillment specialist) or development roles (team lead, assistant store leader, store leader).
Added 6 mins ago
AL
Branch Care Coordinator
Air Liquide
Edmonton, AB
- Full-time
Completion of Post-Secondary Education in Administration, Medical Office Assistant program or related discipline is highly desirable
Added 6 mins ago
Senior Administrative Assistant
University of Guelph
Guelph, ON
Reporting to the University Registrar, the Senior Administrative Assistant provides comprehensive senior-level administrative and operational support to the Office of Registrarial Services,…
Added 6 mins ago
D
Team Lead
Dynacare
Winnipeg, MB
- Contract
Graduate of an approved Medical Laboratory Technician/Assistant course or equivalent years of experience in phlebotomy or medical laboratory.
Added 6 mins ago
D
Laboratory Assistant - LHSC
Dynacare
Ottawa, ON
- Full-time
As a Laboratory Assistant, you are responsible for obtaining quality blood samples and other specimens from patients, as well as conducting other patient tests, all in keeping with…
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Lab Technician
Winnipeg Regional Health Authority
Winnipeg, MB
Canadian Society for Medical Laboratory Science (CSMLS) Medical Laboratory Assistant Certification
Added 6 mins ago
VH
Clinical Assistant
Verismo Health
Shelburne, ON
- Full-time
Role Description The Clinical Assistant is a full-time, on-site role based at Verismo Health’s clinic in Shelburne, ON. In this role, the Clinical Assistant supports physicians and other…
Added 6 mins ago
P
Production Assistant - 3 Month Contract
Pela
Kelowna, BC
- Full-time
The Opportunity: The mission of the Production Assistant is to ensure all production departments are well-supported and able to maintain a high level of output. Based at our Kelowna…
Added 21 mins ago
Ticketing Services Coordinator
City of Mississauga
Mississauga, ON
Provide input for Box Office Assistant evaluations.
Added 21 mins ago
WH
Administrative Assistant - Contract 6 months Part-Time
WELL Health Diagnostic Centres
Brampton, ON
- Part-time
WELL Health Diagnostic Centres is looking for a qualified Administrative Assistant to join our growing team of healthcare professionals!
Added 21 mins ago
SI
Assistant Kitchen Manager
Service Inspired Restaurants
London, ON
- Other
As Assistant Kitchen Manager, you will support the Kitchen Manager in daily kitchen operations, assist with food prep and quality control, and ensure a safe and clean working environment.…
Added 21 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Surrey, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 21 mins ago
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Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.
Added 21 mins ago
RB
Executive Assistance
Royal Bank of Canada
Winnipeg, MB
- Full-time
As the Executive Assistant supporting the Vice President Commercial Banking(Winnipeg), you will provide in-depth support in day-to-day management of teams in the Region. The primary purpose…
Added 21 mins ago
RB
Assistant Branch Manager - Mobile
Royal Bank of Canada
Truro, NS
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 21 mins ago
UH
Clinical Coordinator
University Health Network
Toronto, ON
- Full-time
Supervise and provide day-to-day workflow direction to the dedicated McCain administrative assistant, ensuring clinic, referral, scheduling, and MCC processes are coordinated effectively…
Added 21 mins ago
C
Assistant Tool Technician / Driver
Chandos
Leduc, AB
- Full-time
Added 36 mins ago
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Assistant Spa Manager - The Wickaninnish Inn
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- Full-time
Join our Spa Team as an Assistant Spa Manager where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four Diamond, and…
Added 36 mins ago
MS
Executive assistant
Maple Supply Chain Management Inc.
Markham, ON
- Full-time
Added 36 mins ago
CM
Therapy Support Assistant
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- Temporary
The Therapy Support Assistant nurtures collaborative linkages with community partners including education agencies through consultation, liaison and coaching. The Therapy Support Assistant…
Added 36 mins ago
PS
Education Assistant (0.446 FTE)
Parkland School Division
Spruce Grove, AB
- Part-time
…minimum mandatory educational requirement is an Educational Assistant Certificate or comparable…
Added 36 mins ago
CS
26-198 Education Assistant - Sepcial Education (Braille Specialist) - TEMPORARY
Chilliwack School District No. 33
Chilliwack, BC
- Temporary
Description: Education Assistant - Special Education
Added 36 mins ago
CS
26-197 Education Assistant - Special Education (Sign Language Specialist) - TEMPORARY
Chilliwack School District No. 33
Chilliwack, BC
- Temporary
Description: Education Assistant - Special Education - TEMPORARY

BMO

Client Service Assistant

Toronto, ON, Canada
CLAIRE, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 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 30, 2026

Original job description

Application Deadline:

11/10/2026

Address:

30 St. Clair Avenue West

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. 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: $36,000.00- $42,400.00This 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

This job posting is for a current vacancy.

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, client relationship management, and branch operations. They are responsible for coordinating marketing activities, preparing for client meetings, and ensuring compliance with regulatory and risk management policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree in a related field. Knowledge of wealth management operations and familiarity with financial industry technology applications are considered assets.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Database management
Compliance
Risk management
Financial reporting
Communication skills
Organizational skills
Problem solving
Team collaboration
Technology support

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisory
Client services
Branch operations
Risk management
Compliance
Financial planning
Marketing
Database management
Investment products
Stocks
Bonds
Mutual funds
Fee-based products
Account transfers
Client relations
Data analysis
Administration

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