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Added 11 mins ago
TS
Payoll and Benefits Specialist
The Staffing Alternative
Vaughan, ON
- Full-time
● Support new employee orientation and provide guidance on payroll and benefits processes.
Added 11 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 11 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 11 mins ago
Hospital Based Case Coordinator (N3)-Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…assist people to safely remain in a community setting. Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of…
Added 26 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 26 mins ago
Program Coordinator
Bayshore
Mississauga, ON
To provide administrative program and billing support to the Direct Care program for all Bayshore contracted and private pharmaceutical products and services. To complete all billing,…
Added 26 mins ago
Quality Coordinator
Pomerleau
Vancouver, BC
Reporting to the Quality Manager, the Quality Coordinator will be an integral part of the project team and be responsible for ensuring overall Quality Control on project sites, and for…
Added 26 mins ago
K
Seasonal Sales Associate (Polo Park)
Knix
Winnipeg, MB
- $17.9 CAD / hour
- Temporary
Support visual standards, organization, and general operational needs to keep the store customer-ready.
Added 26 mins ago
P
Senior Manager - Construction Engineering & Methods
Pomerleau
Vancouver, BC
- Full-time
They provide technical support throughout the proposal and execution phases of the project.
Added 26 mins ago
TG
Sales Account Manager
Tri-Mach Group (TMG)
Elmira, ON
- $65,000 to $72,000 CAD / year
- Full-time
We are seeking a highly skilled and experienced Sales Account manager to join our dynamic team. The Sales Account Manager is responsible for the management of sales and relationships with…
Added 26 mins ago
TP
Receptionist, NWC
Trimark People Solutions
Alert Bay, BC
- Full-time
Reports To: Wellness Centre Program Manager or designate
Added 26 mins ago
ML
General Accounting and Close Manager
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Provide ad hoc and system support, and stakeholder management, as required.
Added 26 mins ago
CW
Business Office Coordinator
Canadian Wealth Inc.
Calgary, AB
- Full-time
Work closely with the Operations Manager to support daily business operations and administrative activities.
Added 41 mins ago
HA
Intern Bachelors Test Eng
Honeywell Aerospace
Ottawa, ON · Kanata, ON
- Full-time
You will report directly to our Sr Engineering Manager and you’ll work out of our Kanata, ON location on an on-site work schedule.
Added 41 mins ago
W
(CAN) Assistant General Manager
Walmart
Mississauga, ON
- Full-time
Reporting to the General Manager, this position is responsible for directing the site operations managers in the overall fulfillment of distribution center (DC) operations. Ensures…
Added 41 mins ago
Resident Manager 2-Person Team (Peterborough)
Realstar
Peterborough, ON
Realstar is a fully integrated management firm providing a full range of investment and property management services for the last 50 years. It is one of Canada’s largest multi-residential…
Added 41 mins ago
PC
Guest Experience Supervisor
Pursuit Collection
Banff, AB
- Full-time
Create and support an engaging, memorable guest experience across all Guest Experience touchpoints.
Added 41 mins ago
P
Manager Software Engineering
PointClickCare
Mississauga, ON
- $152,000 to $174,000 CAD / year
- Full-time
As a Manager of Software Engineering reporting to the Sr Manager of Engineering, you'll lead multiple Agile teams to deliver high-quality software solutions. You'll own the technical…
Added 41 mins ago
HE
Bargaining Representative II
Hospital Employees' Union
Burnaby, BC
- Full-time
The general duties and responsibilities of the Bargaining Representative are as indicated but not limited to the following:
Added 41 mins ago
KF
Project Coordinator
Korn Ferry
Toronto, ON
- $85,000 to $105,000 CAD / year
- Full-time
This role will support a minimum of one Partner in our Executive Search practice with administrative support, business development, and engagement related activities such as calendar and…
Added 56 mins ago
ZG
IQR Customer Care Operations Supervisor
ZEISS Group
Toronto, ON
- Full-time
…and sales administration activities, including service order management, order entry, service billing, invoicing support, sales coordination, and related business processes. The role…
Added 56 mins ago
DH
People and Culture Administrator, FT
Dixon Hall
Toronto, ON
- Full-time
Reporting to the Director, Human Resources, P&C Admin is responsible for administrative and project support for their designated department. This position plays a crucial role in working…
Added 56 mins ago
OL
Food Services Manager
Optima Living
Surrey, BC
- $27.58 to $29.51 CAD / hour
- Full-time
The Food Services Manager is responsible for the well-being of the residents through the preparation and delivery of home-cooked meals, as well as supervision of the food services and…
Added 56 mins ago
LA
Senior Administrative Assistant - Regina
Legal Aid Saskatchewan
Bratt's Lake No. 129, SK
- $28.52 to $34.56 CAD / hour
We are seeking a Senior Administrative Assistant to support our Regina City Area Office in Regina. This is an opportunity to use your administrative expertise while helping provide access…
Added 56 mins ago
TG
Planet Fitness - Fitness Trainer - Full Time - Sudbury
Taymax Group
Sudbury, ON
- Full-time
Responsible for familiarizing members with the facility, maintaining a comfortable atmosphere for members and visitors, and motivating members that seek support

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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