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Added 12 mins ago
EP
Digital Marketing Lead
Earthscape Play
Remote, Canada
- $90,000 to $100,000 CAD / year
- Full-time
- Remote
Social Media: Own our LinkedIn and Instagram presence end to end, including strategy, content creation, publishing and scheduling natively in each platform, community management, and…
Added 12 mins ago
IR
Website and Digital Experience Specialist
Islamic Relief Canada
Burlington, ON · ON · Ontario
- Full-time
…compelling campaigns and content that inspire and engage our community. We strive to amplify our mission, drive donor engagement, and create meaningful impact through innovative strategies…
Added 27 mins ago
N
Marketing Administrator
Napoleon
Barrie, ON
- Full-time
…will involve many aspects of marketing, such as assisting in social media, video and photo-shoots, promotions, and marketing programs for…
Added 27 mins ago
T&
Senior Cost Manager
Turner & Townsend
Toronto, ON
- Full-time
Join our social media conversations for more information about Turner & Townsend and our exciting future projects:
Added 28 mins ago
1H
Digital Marketing & Social Media Manager
1 Hotels
Toronto, ON
- $75,000 to $84,900 CAD / year
- Full-time
The Hotel is currently seeking a Digital Marketing & Social Media Manager to join our Marketing team. Reporting to the Director of Marketing, this integral role is responsible for the…
Added 43 mins ago
EP
Digital Marketing Lead
Earthscape Play
Elmira, ON
- Full-time
Social Media: Own our LinkedIn and Instagram presence end to end, including strategy, content creation, publishing and scheduling natively in each platform, community management, and…
Added 1 hour ago
B
Personal Banker
BMO
Waterloo, ON
- Full-time
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Added 1 hour ago
SS
Marketing Manager
Shake Shack Canada
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
Role Overview: As the Marketing Manager for Shake Shack Canada, you will develop and execute marketing strategies to drive brand awareness, customer engagement, and sales growth.…
Added 1 hour ago
HG
Communications Manager
Hypertec Group
QC · St-Laurent, QC
- Full-time
…communications, newsletters, presentations, blogs, websites, intranet, social media, and…
Added 1 hour ago
RB
Senior Relationship Manager, Real Estate, SME
Royal Bank of Canada
Blainville, QC
- Full-time
Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications )
Added 1 hour ago
RB
Manager Business Markets
Royal Bank of Canada
Toronto, ON
- Full-time
Experience with emerging communications and technology (i.e. web based meetings, social media, digital banking, and mobile applications), and knowledge of both traditional and…
Added 1 hour ago
Practice Manager (Kelowna, BC)
VetStrategy / Daubigny
Kelowna, BC
Design and implement local marketing initiatives, including social media management, promotional events, and community engagement activities, to boost client engagement and attract new…
Added 1 hour ago
AG
Coordinator, Performance
Adelphi Group
Vancouver, BC
- Full-time
As a Coordinator, Performance, you will support the execution and delivery of paid media campaigns across key social, search and programmatic platforms . You will play a foundational role…
Added 1 hour ago
AG
Campaign Manager, Social
Adelphi Group
Toronto, ON
- Full-time
As a Campaign Manager, Paid Social Activation, you will own the execution and performance of paid social campaigns across key platforms including Meta, TikTok, Snapchat, LinkedIn, Reddit,…
Added 2 hours ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
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…
Added 2 hours ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
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…
Added 2 hours ago
E
Revenue Enablement Senior Manager/Director
EcoVadis
Toronto, ON
- Full-time
…summarize notes from interviews and to refine job descriptions and social media messaging.…
Added 2 hours ago
NB
Content Marketing Advisor - Newsletter Products
National Bank of Canada
Montreal, QC
- Full-time
Within the Brand, Content and Media department, you are part of a content team of 5 colleagues and report to a senior manager. Our team stands out for its collaborative approach, openness…
Added 2 hours ago
NB
Content Marketing Advisor - Financial Literacy
National Bank of Canada
Montreal, QC
- Full-time
…particular focus on bringing financial literacy to life through social media. This job allows you to have a positive impact on how clients engage with National Bank content thanks to your…
Added 2 hours ago
E
Revenue Enablement Senior Manager/Director
EcoVadis
Toronto, ON
- Full-time
…summarize notes from interviews and to refine job descriptions and social media messaging. AssessFirst is used to support…
Added 2 hours ago
TM
Industry Relations & Business Development Lead
Toronto Metropolitan University
Brampton, ON
- Full-time
…organizations, and key stakeholders. Working closely with the Senior Manager and internal teams, you’ll identify emerging opportunities, understand industry needs, and help shape…
Added 2 hours ago
R
Community Manager (EN/FR)
Rethink
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Community Manager (EN/FR) is responsible for daily publishing, active listening, and front-line community engagement across all brand handles in English and French.
Added 2 hours ago
AG
Campaign Manager, Search
Adelphi Group
Toronto, ON
- Full-time
As a Manager, Paid Search Activation, you will own the execution and performance of paid social campaigns across key platforms including Google Ads, Bing Ads, Amazon Search Ads, ensuring…
Added 2 hours ago
OS
Client Success Manager
OneTEAM Sports Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Partner closely with Marketing to expand social media presence and co-branded initiatives with strategic clients
Added 3 hours ago
O
Associate Director, Search
OMD
Toronto, ON
- Full-time
At Omnicom Media Canada, careers are designed for growth. We’ve purposefully crafted a transformative talent experience built with accountability in action - focused on community, impact,…

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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