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Added 6 mins ago
RJ
Legal Assistant
Raymond James
Vancouver, BC
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 6 mins ago
AL
Branch Care Coordinator
Air Liquide
Edmonton, AB
- Full-time
Air Liquide Home Healthcare Canada is a leading provider of sleep apnea tests, treatments, and home oxygen services. We partner closely with the healthcare community to deliver an…
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
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our…
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 36 mins ago
L
Lab Patient Technician - Part Time - Pembroke, ON
LifeLabs
Pembroke, ON
- Part-time
…Canadians through accessible, accurate, and innovative diagnostic…
Added 1 hour ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 1 hour ago
CH
Rehabilitation Assistant
CBI Health
London, ON
- Part-time
…2,500 strong, and we continue to find ways to innovate our services to provide better recovery and support for our clients. Along with mentoring and continuous learning opportunities to…
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Longueuil, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Longueuil, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SS
Business Analyst, Assistant Vice President
State Street
Toronto, ON
- Full-time
…owners. Also provide governance over the Sales pipeline and Client Health Portal through regular governance meetings with Canada RMs and Sales…
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
OV
Anesthesia Assistant - Full Time - Markham Stouffville Hospital
Oak Valley Health
Markham, ON
- Full-time
This role is an expanded role and requires completion of an accredited Anesthesia Assistant program. Your goal in this position is to provide clinical and technical support and respiratory…
Added 1 hour ago
SS
Project Management, Assistant Vice President
State Street
Toronto, ON
- Full-time
The Project Management, Assistant Vice President (AVP) has responsibility to support the Canada CEO and Head of Canada Relationship Management (RM) by building and maintaining executive…
Added 1 hour ago
LM
Medical Lab Assistant (OPSEU LAB)
LifeLabs Medical Laboratory Services
Mississauga, ON
- Part-time
…Canadians through accessible, accurate, and innovative diagnostic…
Added 2 hours ago
BB
Office Administrative Assistant - Law Firm
Bleay Both Uppal LLP
Vancouver, BC
- Full-time
As we continue to grow, we are looking for a bright Administrative Assistant to support our law firm's daily operations in downtown Vancouver. This is an exciting opportunity for someone…
Added 2 hours ago
S
Medical Secretary
SRCHC
Toronto, ON
- Full-time
Work collectively to manage client waitlists for programs and services
Added 2 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 2 hours ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our…
Added 3 hours ago
B
Physiotherapist
Baycrest
Toronto, ON
- Full-time
This role will provide physiotherapy assessment and treatment services to the Complex Continuing Care unit, Slow Stream Rehabilitation, Musculoskeletal Rehabilitation High-Tolerance areas,…
Added 3 hours ago
QM
Adjoint(e) administratif(ive) / Administrative Assistant
Quantum Management Services Ltd.
Montreal, QC
- Full-time
The Administrative Assistant provides administrative support services while working closely with partners, managers, and professionals to help ensure the smooth operation of the firm.
Added 3 hours ago
Administrative Assistant (12 Month Contract)
The Canada Life Assurance Company
Edmonton, AB
The Disability Management Services Office (DMSO) is seeking a highly organised and customer-focused Administrative Assistant (12 Month Contract). A primary responsibility of this position…
Added 3 hours ago
R
Executive Assistance
RBC
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…

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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