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Added 10 mins ago
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Industrial and Technological Benefits (ITB) Manager
RTX
Ottawa, ON
- Full-time
Proficiency in financial business models and analysis.
Added 10 mins ago
PC
Manager Retail Technology Projects
Parkland Corporation
Calgary, AB · Mississauga, ON
- Full-time
The position is responsible for leading the planning, governance, and execution of a portfolio of retail technology initiatives supporting Sunoco’s retail operations. This position manages…
Added 10 mins ago
Toronto- Mandarin speaking - Manager Tax - People Advisory Services, Mobility 1
EY
Toronto, ON
We currently have an excellent career opportunity for a Tax Manager, Mobility (Expat Tax). This position offers excellent opportunities to learn and tremendous career potential.
Added 25 mins ago
ML
Material Supply and Planning Manager
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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…
Added 40 mins ago
Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
Reporting to the Senior Manager, Administration, within the School of Skilled Trades and Apprenticeship, the incumbent is responsible for overseeing and managing the administrative and…
Added 40 mins ago
FT
Senior Accountant, Accounting & Assurance
Firefly Transformation Solutions
Toronto, ON · Greater Toronto Area, Canada
- $95,000 to $100,000 CAD / year
- Full-time
Audit and review of financial statements independently and in teams with minimal supervision (including thorough response to planning, identification and resolution of engagement issues,…
Added 55 mins ago
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Talent Management Consultant
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- Full-time
…transform their organizations so they can crush their strategic, financial, and operational goals. As a Manager, you’re a natural at building and bringing out the best in teams. And you’re…
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CCaaS Developer
Accenture
Montreal, QC
- Full-time
Contributes to Agile ceremonies - sprint planning, standups, retrospectives - and tracks delivery progress against milestones.
Added 55 mins ago
UO
HR Manager
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Human Resources Manager is responsible for managing the day-to-day human resources operations of the Department of Family Practice and ensuring effective, consistent, and compliant HR…
Added 55 mins ago
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TDS Operations Analyst III
TD
Toronto, ON
- Full-time
Handle complex cases: Perform secondary reviews of AML analysis, ensuring thoroughness, accuracy, and proper risk assessment.
Added 55 mins ago
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Personal Banker Trainee
TD
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- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
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Facility Supervisor
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- Full-time
Prepare strategic analysis of properties considering financial indicators, market analysis and long-term project plans.
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Senior Manager, Corporate Commercial Credit
Moneris
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- Full-time
8-10 years of experience in financial statement analysis, audit, restructuring, workout, or insolvency management.
Added 1 hour ago
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Director, BMO Capital Partners (BMOCP)
BMO
Toronto, ON · FCP
- Full-time
Collaborate with colleagues across BMO Financial Group, including the Commercial Bank and Capital Markets, in Canada and the U.S.;
Added 1 hour ago
Project Supervisor (Homelessness Reduction) - 16 Month
County of Wellington
ON · Guelph, ON
This position reports directly to the Community Planning Project Manager and is responsible for supervising, coordinating and overseeing the project activities of a Homelessness Reduction…
Added 1 hour ago
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Sports League Operations and Growth Coordinator
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Remote, Canada
- Full-time
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…and programs succeed. You will own the process from initial planning through sales, launch, execution, customer experience and…
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Manager, Strategic Initiatives(Ottawa) - 12 Month Temporary
Scotiabank
Ottawa, ON
The Manager, Strategic Initiatives is responsible for executing on medium-to-large initiatives and projects supporting Global Wealth Management, specifically focused on impacts to Global…
Added 1 hour ago
Site Supervisor - Willow Creek BC
Orica
Chetwynd, BC
Provides analytical and decision support to the area manager to drive continuous improvement initiatives aimed at reducing operational costs
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Geohazard Intermediate Engineer – Water Crossings
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- Full-time
At Enbridge, we are committed to delivering safe, reliable energy while driving financial excellence and innovation. We are seeking an Geohazard Intermediate Engineer – Water Crossings to…
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Development Manager
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- 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 1 hour ago
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Plant Manager
Recochem Inc.
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Strong knowledge of data analysis, performance reporting, and business management systems used to monitor operational and financial performance.
Added 1 hour ago
Economic Development Officer
Department of Jobs, Growth and Rural Development
Placentia, NL · Ferryland, NL
Reporting to the Regional Manager, the position is responsible for the promotion and delivery of regional economic development and business development programs, services, and initiatives.…
Added 1 hour ago
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Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
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Then Jobber might be the place for you. We're looking for a Senior Manager, Credit Risk to join our Fintech department.
Added 1 hour ago
RB
Assistant Branch Manager
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Surrey, BC
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Advice Based Solutions, Building Talent, Client Discovery, Critical Thinking, Data Analysis, Digital Literacy, Inspiring, Long Term Planning
Added 1 hour ago
RB
Marketing Manager, Client Communications
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…Deliverability, Email Marketing, Industry Knowledge, Long Term Planning, Marketing, Marketing Activities, Multivariate Testing, Product Services, Reporting and Analysis, Stakeholder…

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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