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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 21 mins ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Added 21 mins ago
UH
Clinical Coordinator
University Health Network
Toronto, ON
- Full-time
…and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michener…
Added 36 mins ago
SR
Administrative Assistant Niisoonag
Serpent River First Nation
Cutler, ON
- Contract
…procurement. Due to the sensitivity of this work, the Administrative Assistant should possess knowledge of the Residential School System and the impacts of intergenerational trauma and be…
Added 36 mins ago
Recreation Assistant - Casual
Optima Living
Vegreville, AB
Reporting to the Recreation Manager, the Recreation Assistant assists in planning and implementing therapeutic programs to meet the social, cognitive, physical, emotional and spiritual…
Added 36 mins ago
W
(CAN) General Merchandise Assistant Manager
Walmart
Edmonton, AB
- Full-time
…Operations - specific area that the incumbent will oversee). An Assistant Manager is cross-trained to work proficiently in all areas of the Store when…
Added 36 mins ago
W
(CAN) Pharmacy Assistant
Walmart
Kindersley, SK
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 36 mins ago
W
GM Lead Department Manager
Walmart
Surrey, BC
- Full-time
To assist in the leadership of General Merchandise and Fashion Associates and department processes through partnership with the General Merchandise and Fashion Assistant Manager and ensure…
Added 1 hour ago
GD
Dishwasher
Gators Dockside
Ottawa, ON
- Full-time
…restaurant directly to members of management including the Kitchen Manager, Assistant Managers and the General Manager. The dishwasher will receive projects for cleaning and/or organization…
Added 1 hour ago
C
Westhills Assistant Manager
Cineplex
Calgary, AB · CPX Westhills Cinemas
- Part-time
Right now, Cineplex is looking for a dynamic Part-Time Assistant Manager.
Added 1 hour ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
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…
Added 1 hour ago
PL
Assistant General Manager Vino Volo at Vancouver International Airport
Paradies Lagardère
Richmond, BC
- $55,000 to $60,000 CAD / year
- Full-time
We are looking for an experienced, hands-on Assistant General Manager to help lead our Vino Volo operation at Vancouver International Airport. In this role, you will support the General…
Added 1 hour ago
Administrative Assistant (18 months maternity leave coverage)
Mott MacDonald
Vancouver, BC
Mott MacDonald is seeking an experienced temporary Administrative Assistant for maternity leave coverage to provide dedicated day-to-day administrative support to the Canada Unit General…
Added 1 hour ago
SI
Bilingual Underwriting Assistant
Sovereign Insurance
Calgary, AB · Toronto, ON · Montreal, QC
- Full-time
At Sovereign Insurance, a wholly owned subsidiary of The Co-operators General Insurance Company, we believe leadership is shaped by purpose, collaboration, and meaningful contribution. When…
Added 1 hour ago
UO
Administrative Assistant, HR Students & Facilities
University of British Columbia
Vancouver, BC · UBCV | Liu Institute for Global Issues (LIU)
- $4,719 to $4,960 CAD / month
- Full-time
The Administrative Assistant, HR Students & Facilities provides administrative services across the School of Public Policy and Global Affairs, including human resources, facilities, events,…
Added 1 hour ago
PT
Parts Manager
Premier Truck Group
London, ON
- Full-time
We are looking for a results-driven Parts Manager to lead our parts department and grow its profitability. This is a fast-paced, people-focused leadership role: you will motivate and…
Added 1 hour ago
BP
Overnight Supervisor
Bass Pro Shops
AB · Edmonton South, AB
- Full-time
Reporting to the Assistant General Manager (AGM), the Overnight Supervisor provides daily direction to the team members working the overnight shift within the retail store, to include:…
Added 1 hour ago
B
Administrative Assistant
BPA
Calgary, AB
- Full-time
As an Administrative Assistant – Reception, you will be at the heart of our Calgary office and the first point of contact for employees, clients, visitors, and partners.
Added 2 hours ago
Clerk III - Health Information
Winnipeg Regional Health Authority
Swan River, MB
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 2 hours ago
Accounting Clerk - Accounts Payable
Nova Scotia Health and IWK Health
Kentville, NS
Reporting to the Assistant Manager – Accounts Payable, the Accounts Payable Clerk is responsible for carrying out assigned functional accounting and maintaining the integrity of information…
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
TD
Receptionist (Temporary, Part-Time)
The District of Sechelt
Sechelt, BC
- Part-time
…leave vacancy on a part-time basis. Under the direction of the Manager of Financial Services, the Receptionist is responsible for operating the switchboard, providing reception to the…

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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