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Added 13 mins ago
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Administrative Assistant
Black & McDonald Limited
Toronto, ON · Scarborough, ON
- $47,500 to $57,500 CAD / year
- Full-time
The Subcontract Administrator is located in Scarborough and typically reports directly to the Subcontract Manager. Their primary focus is assisting in subcontract management under the…
Added 13 mins ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- $104,800 to $112,800 CAD / year
- Full-time
Acts as a project manager or work package manager for capital projects and/or construction of non electric plant and corporate facilities by: preparing project estimates; organizing and;…
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Manager, ESG Internal Controls Assessment
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…developing the internal control program for ESG disclosure. As Manager, ESG Internal Controls Assessment, you help establish and develop the ESG internal control framework together with…
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Manager
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…to the sector. You are responsible for administrating your group’s service offer, developing and implementing its business plan, and overseeing activities supporting the administrative…
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or an equivalent combination of education and experience.
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VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
Bachelor's degree in Business, Finance, Accounting, Economics, or a related field; advanced degree or professional designation considered an asset.
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VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
Bachelor's degree in Business, Finance, Accounting, Economics, or a related field; advanced degree or professional designation considered an asset.
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Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
…planning. You will advise on incorporation and structure, owner-manager remuneration, simple reorganizations (holding companies, share exchanges, and estate freezes), and the purchase,…
Added 13 mins ago
VC
Project Manager
Vera Causa
Calgary, AB
- Full-time
As the Project Manager, you are the engine of the agency, keeping work moving on time and on budget. You are responsible for tracking, managing, and moving projects forward through the…
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Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
As an Indirect Tax Manager within the Canadian Indirect Tax Compliance group, you will be a valuable member on
Added 28 mins ago
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Project Controls Manager
EllisDon
Niagara Falls, ON · Port Colborne, ON · ON · Ontario Projects
- Full-time
…expertise and craft is – there are no boundaries. We are a group of professionals with a variety of expertise within pre-construction, construction, and post-construction. To learn more,…
Added 28 mins ago
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Market Development Manager
Desjardins
Boucherville, QC · Gatineau, QC · Montreal, QC · Sainte-Thérèse, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 43 mins ago
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Manager, Wholesale Financial Control
RBC
Toronto, ON
- Full-time
As a Manager, Wholesale Financial Control, you will be part of the Global Markets Finance team, covering RBC's Central Funding Group. This role creates a collaborative environment with…
Added 43 mins ago
NB
Manager Custody Client Services
National Bank of Canada
Toronto, ON
- Full-time
A career as a Manager, Custody Client Services at National Bank Trust means serving as a senior technical resource for institutional clients while acting as the primary point of contact for…
Added 43 mins ago
TU
Administrative Assistant, HR Students & Facilities
The University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
Reports directly to the Manager, Administration. Works closely with other staff as a member of the SPPGA Administration Team.
Added 43 mins ago
TU
Senior Program Assistant, Medical Education – Division of Neonatology
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
…Division Head. Receives operational direction from the Program Manager, Medical Education. The Business Manager, Division of Neonatology will provide daily oversight of attendance, hours…
Added 43 mins ago
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Cyber Security Intern/Co-op (Winter 2027)
TD
Mississauga, ON · Toronto, ON
- Full-time
…for an interview, more information regarding which business group and the specific job duties will be provided. Additionally, we are open to all years of study but primarily target 3rd &…
Added 43 mins ago
HD
Shopping Center Manager
Harvard Developments
Regina, SK
- Full-time
Harvard Developments has an immediate opening for a Shopping Centre Manager to join our team in Regina, Saskatchewan to oversee a portfolio of retail assets in Saskatchewan. Harvard is a…
Added 43 mins ago
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Montreal [Hybrid] - C#/.Net Fullstack web developer
QUANTEAM - North America (RAINBOW PARTNERS Group)
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork,…
Added 43 mins ago
DA
Customer Sales Representative (No Auto Experience Required)
Davis Auto Group
Okotoks, AB
- Full-time
Work closely with the Sales Manager and Finance Manager to arrange for vehicle financing, applications and warranty
Added 58 mins ago
ACCOUNT MANAGER - CONTRACT
Green Shield Canada
Toronto, ON
…managing, servicing, and retaining an assigned portfolio of group benefits accounts. The Account Manager serves as a trusted partner and advocate for GreenShield, ensuring exceptional…
Added 58 mins ago
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Sr. Recruiter, Capital Markets
BMO
Toronto, ON · ON · FCP
- Full-time
…and/or recruiting strategies) through a variety of business/group & leadership engagements to execute the talent strategy and support the business/group strategy. Executes specific…
Added 58 mins ago
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Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
Senior Relationship Manager, Commercial Banking
Added 58 mins ago
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Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
Provides subject matter expertise and administrative leadership for strategic initiatives, acting as a key liaison and relationship manager for assigned projects.
Added 1 hour ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…

BMO

Client Service Assistant

Toronto, ON, Canada
CLAIRE, Canada

Full-time

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Applications open in a new tab.

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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