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Added 2 hours ago
UO
Administrative Coordinator
University of British Columbia
Williams Lake, BC · BOFF | Alex Fraser Research Forest (AFRFT)
- $4,756.11 to $5,802.73 CAD / month
- Part-time
Non Union Salaried - Administrative Assistant 3
Added 2 hours ago
NS
Accounting Clerk - Accounts Payable
Nova Scotia Health Authority
Kentville, NS
- Internship
Reporting to the Assistant Manager – Accounts Payable, the Accounts Payable Clerk is responsible for carrying out assigned functional accounting and maintaining the integrity of information…
Added 2 hours ago
OT
Restaurant Assistant Manager
One Therapy Network
Kamloops, BC
- Full-time
A&W Restaurants in Kamloops, BC, located at #700 1210 Summit Drive, is looking for permanent full-time Assistant Manager to start immediately.
Added 2 hours ago
TO
Community Services Administrative Assistant (Temporary 10 Month Contract)
Town of Pelham
Fonthill, ON
- Full-time
…Programs and Events, the Community Services Administrative Assistant is responsible for organizing and preparing reports including minute taking at department and working group meetings,…
Added 2 hours ago
MD
Assistant Director, Special Compensation Fund/State Program Administrator Manager Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Assistant Director, Special Compensation Fund
Added 2 hours ago
PD
Legal Assistant
Peel District School Board
Mississauga, ON
- $73,464 to $91,831 CAD / year
- Full-time
Creates Purchase Requisitions and communicates with the PDSB’s Purchasing and Finance Departments as needed.
Added 2 hours ago
GR
Executive Assistant to CEO
Goldbeck Recruiting
Burnaby, BC
- $75,000 to $100,000 CAD / year
- Full-time
An opportunity is available for a proactive, resourceful, and adaptable Executive Assistant to support the CEO, work closely with the team, and help drive growth. This high-responsibility…
Added 2 hours ago
IH
Administrative Assistant | P3 Contract Management
Interior Health Authority
Kelowna, BC
- Contract
Interior Health is hiring a permanent full-time Administrative Assistant to provide confidential administrative support functions of the P3 Contract Management team located at the Community…
Added 2 hours ago
IH
Administrative Assistant | Business Solutions and Data & Analytics
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health is hiring a permanent full-time Administrative Assistant II to provide confidential administrative support functions to the Business Solutions and Data & Analytics team…
Added 3 hours ago
JR
administrative assistant
Jack R Bowerman CPA Professional Corporation
Ottawa, ON · Nepean, ON
- Full-time
Added 3 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who…
Added 3 hours ago
WH
Assistant Rooms Operations Manager
Westin Hotels & Resorts
Ottawa, ON
- Full-time
Added 3 hours ago
RP
Accounts Payable Administrator
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
We are seeking a high-volume, task-oriented Accounts Payable Administrator to join the growing finance team of a rapidly expanding EPC firm based in Calgary. Supporting a company…
Added 3 hours ago
EE
Admin. & Estimating Assistant, Construction, Empire Envelope
Empire Envelope
AB · Edmonton, AB
- Full-time
Title: Administration & Estimating Assistant, Construction
Added 3 hours ago
RB
Mortgage Specialist Assistant
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service…
Added 3 hours ago
TO
Finance Clerk
Town of Pelham
Fonthill, ON
- Full-time
Reporting to the Manager of Financial Services/Deputy Treasurer, the Finance Clerk is responsible for performing a variety of financial, revenue, billing, collection, customer service, and…
Added 3 hours ago
2L
Executive Assistant
247 Labs
Toronto, ON
- Full-time
…over 13 years, the team has supported leaders in healthcare, finance, insurance, education, and other sectors to innovate and grow through expertly engineered solutions. With more than…
Added 3 hours ago
RJ
Legal Assistant
Raymond James Ltd.
Vancouver, BC
- Full-time
Raymond James Ltd. is seeking a Legal Assistant for the firm’s Legal Department in the Vancouver office.
Added 5 hours ago
K
Partner Administrative Assistant - Audit
KPMG
Vancouver, BC
- Full-time
KPMG is looking for a Partner Administrative Assistant for our Audit practice who can provide support on a range of activities to ensure a high-quality product.
Added 5 hours ago
Adjoint·e Exécutif·ve-Executive Assistant
Nesto Group(e)
Montreal, QC
Added 5 hours ago
Adjoint·e Exécutif·ve-Executive Assistant
nesto
Montreal, QC
Added 5 hours ago
B&
Administrative Assistant
Black & McDonald Limited
Toronto, ON · Scarborough, ON
- $47,500 to $57,500 CAD / year
- Full-time
Liaison with IT Department regarding the SCPQ and support HSE and Finance inquiries
Added 5 hours ago
C
Manager, Program Management 1
CPKC
Calgary, AB
- Full-time
This role partners closely with field personnel, project owners, and finance teams to provide monthly insights, production reviews, and forecast accuracy for a $1.2B engineering capital…
Added 5 hours ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The Department of Accounting and Finance in the Bissett School of Business at Mount Royal University invites applications for a three-year term appointment in Finance at the rank of…
Added 5 hours ago
UO
Donation Processing Assistant
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Program Lead, Gift Acceptance & Processing, the Donation Processing Assistant is an integral member of the Gift Processing Team within the Office of the Recording…

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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