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Added 6 mins ago
JC
Junior Building Operator
Johnson Controls
Calgary, AB · Stoney Transit Facility
- Full-time
General facility maintenance and upkeep activities at the direction of the senior operators and Customer Business Manager.
Added 6 mins ago
B
Sr. Technical GEO/SEO Specialist
Borrowell
Remote, Canada
- $85,000 to $110,000 CAD / year
- Full-time
- Remote
Data and technical fluency: Google Search Console, GA4, Google Tag Manager, Semrush/Ahrefs, an LLM visibility tool (e.g., Profound), a BI tool like Looker, JavaScript rendering, crawl…
Added 6 mins ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
…integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the…
Added 6 mins ago
SG
Development Manager
Sorbara Group of Companies
Woodbridge, ON
- Full-time
The Manager, Development is responsible for overseeing and advancing land development projects through all stages of the development lifecycle, from initial feasibility and planning…
Added 6 mins 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 6 mins ago
RV
Roger Vivier - Client Advisor
Roger Vivier
Toronto, ON
- Full-time
…dedication. The Client Advisor works under the direction of the Store Manager. The role of the Client Advisor is to escort the customer through the sales ritual, while exhibiting impeccable…
Added 6 mins ago
EB
National Key Account Manager
Excellence Brandz
Montreal, QC
- Full-time
National Key Account Manager – Costco Wholesale
Added 6 mins ago
HI
Sales Manager - Western Canada
Holland Imports Inc.
Surrey, BC
- Full-time
The Sales Manager (West)’s primary responsibility is to maximize the Company’s sales performance as measured by revenue, gross margin growth, and gross margin contribution in BC, Alberta,…
Added 6 mins ago
CL
Restaurant Manager
COREcruitment Ltd
Kelowna, BC
- $75,000 to $85,000 CAD / year
- Full-time
We are seeking an experienced Restaurant Manager to lead the front-of-house operations of a luxury resort dining venue in Kelowna. This is an exciting opportunity for a hands-on hospitality…
Added 21 mins ago
P
PepsiCo Canada: People Experience (HR) Winter 2027 Co-op
PepsiCo
Calgary, AB · Edmonton, AB · Delta, BC · Winnipeg, MB
- Full-time
Work with HR Manager to coordinate and support the recruitment process for new graduates, which includes organizing campus events and recruiting sessions.
Added 21 mins ago
SH
Pharmacist - Arva, Ontario
Sentrex Health Solutions
Arva, ON
- Full-time
Additional duties as assigned by the manager.
Added 21 mins ago
HG
Communications Manager
Hypertec Group
QC · St-Laurent, QC
- Full-time
Partner with the Senior Manager, Events to align event messaging, promotional strategies, content requirements, and audience engagement.
Added 21 mins ago
KA
Automotive Red Seal Journeyman Technician
Kaizen Automotive Group
Fort McMurray, AB
- $100,000 to $160,000 CAD / year
- Full-time
…Discounts• Paid Professional Development• Company‑Wide Appreciation Events• And SO MUCH…
Added 21 mins ago
7
Senior Performance Marketing Manager
7shifts
Remote, Canada
- $100,000 to $150,000 CAD / year
- Full-time
- Remote
As the Senior Performance Marketing Manager, reporting to the Sr. Director of Growth Marketing, you’ll own performance marketing at 7shifts across paid channels, the experimentation…
Added 21 mins ago
ML
Logistics Associate Part Time
MAPLE LEAF LOUNGE
Toronto, ON
- Part-time
Shortages are immediately communicated to the reporting manager or their designate in anticipation of guest need.
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
Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.
Added 21 mins ago
RB
Payment Analyst - GA
Royal Bank of Canada
Toronto, ON
- Full-time
As a Payment Analyst - GA will be reporting to the Manager, U.S. Payments Processing. In this role, you are primarily focused on providing professional, attentive service to the first point…
Added 21 mins ago
RB
Marketing Manager, Client Communications
Royal Bank of Canada
Toronto, ON
- Full-time
Map and implement triggered communications tied to client actions, account events, and regulatory milestones
Added 21 mins ago
RB
Senior Relationship Manager, Real Estate, SME
Royal Bank of Canada
Blainville, QC
- Full-time
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Added 21 mins ago
RB
Manager Business Markets
Royal Bank of Canada
Toronto, ON
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 21 mins ago
RB
Assistant Branch Manager - Mobile
Royal Bank of Canada
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- 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 21 mins ago
RB
Branch Manager
Royal Bank of Canada
Halifax, NS
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 21 mins ago
MC
On-Premise Summer Field Sales Representative - Edmonton
Molson Coors
Edmonton, AB
- Temporary
This position reports to the Territory Sales Manager and works closely with the Territory Sales Representatives, Merchandisers, and other teams from different functions.
Added 21 mins ago
MC
Brand Experience Summer Representative - Calgary
Molson Coors
Calgary, AB
- Internship
This position reports to the Territory Sales Manager and works closely with the Territory Sales Representatives, Merchandisers, and other teams from different functions.

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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