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Added 16 mins ago
BF
Director Communications & Engagement
BC Financial Services Authority
Vancouver, BC
- $150,761 to $188,451 CAD / year
- Full-time
Leads and develops managers, professional staff, and branch operations and is accountable for branch planning, performance, resources, and continuous improvement.
Added 31 mins ago
AC
Member Service Representative I (Full-Time, 13 Month Term) Oakbank
Access Credit Union
Oakbank, MB
- Full-time
Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff.
Added 31 mins ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 31 mins ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 31 mins ago
T
Customer Experience Associate
TD
Dawson Creek, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 46 mins ago
AL
Branch Care Coordinator
Air Liquide
Edmonton, AB
- Full-time
R10103693 Branch Care Coordinator (Open)


Added 1 hour 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 1 hour 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 1 hour ago
RB
Investment Associate - Trading & Administration
Royal Bank of Canada
Oakville, ON
- Full-time
The RBC Dominion Securities branch located in Oakville is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment…
Added 1 hour ago
R
Investment Associate - Trading & Administration
RBC
Oakville, ON
- Full-time
The RBC Dominion Securities branch located in Oakville is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment…
Added 1 hour ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
T
Customer Experience Associate
TD
AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
OT
Inside Sales Representative
Olympia Tile+Stone Inc.
Toronto, ON
- $39,520 to $43,680 CAD / year
- Full-time
We are seeking an Inside Sales Representative to join the team at our Toronto branch. In this role, you will be the first point of contact for Stone Slab showroom customers, supporting…
Added 1 hour ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- 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 1 hour ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- 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 1 hour ago
Budget Analyst
Government of Alberta
AB
Work collaboratively with other staff in the Finance Branch to deliver quality financial services.
Added 2 hours ago
NB
SENIOR ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
degree in business administration or finance and six years of relevant
Added 2 hours ago
DE
Area Operations Manager Eastern Region
DHL Express
Montreal, QC
- Full-time
Organize, assign responsibility and develop, through training & counseling, competent branch staff, providing opportunities for growth and promotion
Added 2 hours ago
Compliance Officer
Questrade Financial Group
Toronto, ON
Growth Portfolio is seeking a motivated Compliance Officer to support the day-to-day administration of compliance programs for Zolo Ventures Ltd. and its provincial real estate brokerages:…
Added 2 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
B
CLIENT SUPPORT COORDINATOR - Ottawa and Kingston
BDC
Kingston, ON · Ottawa, ON
- Full-time
Proactively participate in the branch's marketing efforts by organizing events, campaigns, and activities, preparing marketing communications, and providing on-site logistical support.
Added 3 hours ago
LL
Business Operations Manager - Acheson
Liebherr-Canada Ltd.
Acheson, AB
- Full-time
Administration: Maintain efficient administrative processes to support the sales and commercial teams, including order processing, invoicing queries, and customer inquiries.
Added 3 hours ago
ER
Senior Fleet Operations Manager
Empire Roofing
Georgetown, ON
- Full-time
…Operations, Service, Production, Finance, Health & Safety, and Branch Leadership…
Added 3 hours ago
R
Assistant Branch Manager - Mobile
RBC
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 3 hours ago
T
Customer Experience Associate
TD
Vaughan, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…

BMO

Client Service Assistant

Toronto, ON, Canada
CLAIRE, Canada

Full-time

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Applications open in a new tab.

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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