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Manager Health Services Unity
HealthCareersInSask.ca
Unity, SK
- Full-time
Job Description: The Manager, Health Services, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
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Physical Therapist Degree Senior
HealthCareersInSask.ca
Rosetown, SK
- Part-time
Job Description: The Physical Therapist – Degree – Senior provides leadership to the activities of the clinical service area of specialization within the physiotherapy service to ensure…
Added 6 mins ago
EP
Digital Marketing Lead
Earthscape Play
Remote, Canada
- $90,000 to $100,000 CAD / year
- Full-time
- Remote
Tracking & Lead Capture: Maintain GA4 and Google Tag Manager so form fills, leads, and campaign results are tracked accurately, and work with Sales to make sure new leads are captured in…
Added 6 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
…to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our…
Added 6 mins ago
Nurse 4 - Public Health Nurse - Public Health Downtown - Designated Indigenous - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, Health Services, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural,…
Added 6 mins ago
Nurse 4 - Public Health Nurse - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, Health Services, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural,…
Added 6 mins ago
Nursing Assistant (Unit Clerk Assistant) - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Working as part of a multidisciplinary team under the supervision of the Manager, Health Services, or Nurse in Charge, the incumbent:
Added 6 mins ago
Registered Nurse (N2) - Obstetrics, Gynecology and Neonatology Resource Team
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Registered…
Added 6 mins ago
Hospital Based Case Coordinator (N3)-Repost
Winnipeg Regional Health Authority
Winnipeg, MB
The Home Care Program provides a broad range of services to assist people to safely remain in a community setting. Under the general supervision of the Manager Health Services and while…
Added 6 mins ago
Toronto- Japanese speaking - Manager Tax - People Advisory Services, Mobility
EY
Toronto, ON
Toronto- Japanese speaking - Manager Tax – People Advisory Services, Mobility
Added 6 mins ago
Toronto- Mandarin speaking - Manager Tax - People Advisory Services, Mobility 1
EY
Toronto, ON
…professionals dedicated to teamwork and exceptional client service. People Advisory Services encompasses Mobility, Global Employment Tax Services, Total Rewards, HR Performance Improvement…
Added 6 mins ago
CO
2026-81 Emergency Planning Manager (FT, Permanent)
City of Dawson Creek
Dawson Creek, BC
- Full-time
The City of Dawson Creek invites applications for a full-time Emergency Planning Manager. Reporting to the Deputy Fire Chief, the Emergency Planning Manager is responsible for the strategic…
Added 6 mins ago
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Clinical Operations Manager
CMHA BC
Vancouver, BC
- Full-time
Support case consultation, clinical decision-making, and service planning across interdisciplinary teams.
Added 20 mins ago
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Marketing Administrator
Napoleon
Barrie, ON
- Full-time
Assists the Online Store Manager, by providing superior customer service, collecting data and reporting back
Added 20 mins ago
HP
Maintenance Associate
Hazelview Properties
Halifax, NS
- Full-time
Maintenance Associates report to the Regional Manager or Property Manager and contribute to the successful operations of our apartment complexes and to the overall success of Hazelview…
Added 20 mins ago
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Supportive Services Supervisor - Health Care Aide
St. Michael's Health Group
Spruce Grove, AB
- Full-time
…HEALTH CARE AIDE to join our team at our independent living community at 260 Pioneer Rd, Spruce Grove, AB. This position has the title of Supportive Services Supervisor. This is an exciting…
Added 20 mins ago
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Ticketing Operations Specialist
Calgary Stampeder Football Club
Calgary, AB
- Full-time
At Calgary Sports and Entertainment Corporation, we deliver excitement. Our mission is to be the heartbeat of our community by creating connections, building champions, and winning,…
Added 20 mins ago
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Registered Nurse Mental Health Program Enhanced Orientation Initiative
Providence Healthcare
Vancouver, BC
- Full-time
Can commit to the program requirements and subsequent 18-month return-of-service commitment within PHC’s Acute Mental Health Program.
Added 20 mins ago
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Gestionnaire De Projet | Project Manager (Aerospace)
Aston Carter
Montreal, QC
- $50 to $65 CAD / hour
- Contract
Added 20 mins ago
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Senior Manager, Regulatory Affairs
AbbVie
Montreal, QC
- Full-time
The Senior Manager, Regulatory Affairs (SrMRA) is responsible for the direction, management and oversight of a team of Regulatory Affairs professionals and their respective activities. The…
Added 21 mins ago
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Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
BC · British Columbia, Canada
- Full-time
Commitment to providing exceptional customer service
Added 21 mins ago
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Seasonal Sales Associate (Polo Park)
Knix
Winnipeg, MB
- $17.9 CAD / hour
- Temporary
…real life. Through our innovative products and our engaged community, we are empowering people everywhere to be unapologetically free. Launched in 2013, we are one of the fastest-growing…
Added 21 mins ago
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Accounting Assistant – Peru (Focus on Mass Payments)
TeemoPay
Milton, ON
- Part-time
Reporting to: Finance Manager / country manager
Added 21 mins ago
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Receptionist, NWC
Trimark People Solutions
Alert Bay, BC
- Full-time
The Receptionist is the first point of contact for clients, community members, visitors, staff, and partner agencies at NWC. The position provides respectful front-desk service,…
Added 21 mins ago
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Material Supply and Planning Manager
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
The Material Supply and Planning Manager is a key member of the Lagimodiere Site Leadership Team, responsible for integrating production planning, material supply, inventory management, and…

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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