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Added 7 mins ago
WS
Senior Finance Analyst, Operations Finance & Analytics
Wolf Steel Ltd
Barrie, ON
- Full-time
Job Purpose: Provides decision-support analysis, management reporting, and tax-related coordination for Napoleon’s manufacturing divisions and corporate functions. Partners with Operations,…
Added 7 mins ago
TU
Development Coordinator, Corporate & Foundation Relations
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reporting to the Advancement Officer, Corporate and Foundation Relations, you will play an important role in supporting the team’s fundraising activities and ensuring the smooth and…
Added 7 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…consulting engagements to drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department…
Added 7 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 7 mins ago
HT
Financial Manager (CSM)
Husky Technologies
Bolton, ON
- Full-time
Evaluate financial performance of new service products, metrics to drive critical business behavior as well as structures, systems and processes that lead to ease of analysis and reporting
Added 7 mins ago
CF
Cost Accounting Manager
Cavendish Farms
Lethbridge, AB
- Full-time
The Cost Accounting Manager will oversee all technical aspects of the plant’s accounting resources, analysis and reporting of plant costing information. Accounts for and communicates…
Added 7 mins ago
BI
Corporate Controller
Belkorp Industries
Vancouver, BC
- Full-time
Partner closely with the CFO, Tax Manager, and Accounting Team to ensure accurate and timely financial reporting
Added 7 mins ago
GO
Manager of Operations and Administrative Services
Government of Manitoba
Winnipeg, MB
- Full-time
…the arts, culture, heritage, sport, and community sectors. Reporting to the Director, Community Grants Branch, the Manager of Operations and Administrative Services provides leadership for…
Added 7 mins ago
GO
Air Attack Officer
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Fire Operations Manager-Aviation, the Air Attack Officer (AAO) directs and coordinates aerial wildfire suppression operations for the Manitoba Wildfire Service. The…
Added 7 mins ago
GO
Payment and Control Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Central Accounts Payable Manager, the Payment and Control Analyst is part of the central management team that is responsible to comply with the legislative requirements for…
Added 7 mins ago
CW
General Manager, Home Services & Expansion
Centra Windows & Install Pros
Regina, SK
- $170,000 to $205,000 CAD / year
- Full-time
Reporting to the Senior Vice President, you will lead the development of Centra’s Prairie business across sales, installation, operations, people, customer experience, and financial…
Added 7 mins ago
CW
General Manager, Home Services & Expansion
Centra Windows & Install Pros
Saskatoon, SK
- $170,000 to $205,000 CAD / year
- Full-time
Reporting to the Senior Vice President, you will lead the development of Centra’s Prairie business across sales, installation, operations, people, customer experience, and financial…
Added 7 mins ago
VM
Commercial Property Manager
Victory Majors Investments Corp.
Saskatoon, SK
- Full-time
Headline: Commercial Property Manager - Lead a growing Saskatoon portfolio, work directly with ownership
Added 7 mins ago
CW
General Manager, Home Services & Expansion
Centra Windows & Install Pros
Winnipeg, MB
- $170,000 to $205,000 CAD / year
- Full-time
Reporting to the Senior Vice President, you will lead the development of Centra’s Prairie business across sales, installation, operations, people, customer experience, and financial…
Added 8 mins ago
QP
Senior Manager, Portfolio Reporting – Real Estate Debt
QuadReal Property Group
Vancouver, BC
- Full-time
The Senior Manager, Portfolio Reporting - Real Estate Debt will report to the SVP Finance, manage a team, and be responsible for supporting the Real Estate Debt business and executive teams…
Added 8 mins ago
SM
Accounting Manager (Contract)
Spin Master
Toronto, ON
- Full-time
Spin Master is seeking a Accounting Manager, to join our dynamic Finance team! As a Accounting Manager, you will report to the Sr. Manager, Corporate Accounting and help lead the financial…
Added 23 mins ago
DC
Senior Project Manager
Dillon Consulting Limited
Winnipeg, MB
- Full-time
…delivery, billing and payment, resource management, and project financial…
Added 23 mins ago
PC
Financial Instruments Valuation and Market Risk Manager
Pwc Canada
Toronto, ON · Montreal, QC
- Full-time
A career in our Financial Services Risk & Regulatory - Financial Risk Management practice will provide you with the opportunity to contribute to a variety of risk management, regulatory,…
Added 37 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Deliver exceptional quality: Perform accurate data entry, mitigating risks related to regulatory, financial, operational, or reputational exposure.
Added 37 mins ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
Our client is an established financial services organization providing a range of consumer financial products and services, including lending, money transfers, and payment solutions. With a…
Added 37 mins ago
SM
Business Manager Operations Engineering Services
St. Michael's Hospital
Toronto, ON
- Full-time
Reporting to Senior Director of Engineering & Plant Services, the Business Manager – Operation will be responsible for overseeing daily operations and ensuring the efficiency of business…
Added 37 mins ago
JD
Junior Project Administrator
JD Development Group
Markham, ON
- Full-time
Reporting to the Project Manager Lead (PM), you'll handle the financial and administrative paperwork that keeps projects on budget and subcontractors paid on time. You'll work closely with…
Added 37 mins ago
UO
Manager, Operations and Impact, Cumming School of Medicine
University of Calgary
Calgary, AB
- Full-time
Reporting to the Associate Director, Strategy and Partnerships, the Manager, Operations and Impact leads a shared team of operations, finance, and communications staff serving CHI and W21C,…
Added 37 mins ago
SG
Senior Manager, Investment Distribution Management - JFL Equity Research
Scotia Global Asset Management
Montreal, QC
- Full-time
The Senior Manager, Investment Distribution Management, is responsible for designing and executing strategies that support the distribution of equity mandates managed by Jarislowsky…
Added 37 mins ago
M
Division Manager – Environmental Services, Site Assessment & Remediation
McElhanney
Victoria, BC
- Full-time
…leader, to grow and oversee our Environment team as a Division Manager – Site Assessment & Remediation for the Vancouver Island Region, based in either our Victoria or Nanaimo…

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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