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Added 8 mins ago
EW
Project Manager
ERCO Worldwide
Saskatoon, SK
- Full-time
…scale. As one of the largest suppliers of Chlorine Dioxide technology in the world, we are devoted to building genuine customer relationships and delivering innovative, sustainable chemical…
Added 8 mins ago
F
Gestionnaire de projets / Project Manager
FluksAqua
Montreal, QC
- Full-time
Fournir l’information nécessaire à la préparation des factures au département de la comptabilité
Added 8 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The Senior Manager, IT Audit reports to the VP, Internal Audit, who reports to the Audit…
Added 8 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 8 mins ago
M
Engineer-in-Training (EIT), Calgary
Midwest
Calgary, AB
- Full-time
…industry-leading project solutions that are customer-centric and technology-driven. Our success is defined by engaged employees, unbending safe work practices, loyal clients and doing the…
Added 8 mins ago
AE
Project Manager
Associated Engineering
Calgary, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Project Manager to join our team in our Calgary office. In this role you will be…
Added 8 mins ago
M
Project Manager, Engineering, Alberta
Midwest
Calgary, AB
- Full-time
…industry-leading project solutions that are customer-centric and technology-driven. Our success is defined by engaged employees, unbending safe work practices, loyal clients and doing the…
Added 8 mins ago
CH
Scheduling Coordinator
Carecor Health Services Ltd.
Halifax, NS
- Full-time
…Understanding Staffing Requirements, Maintaining Provider Availability Information, Matching Providers to Shifts, Communicating Schedules, Handling Schedule Changes and Reporting. This role…
Added 8 mins ago
M
Account Manager
Mentimeter
Toronto, ON
- Full-time
As an Account Manager, you will lead the expansion of our existing Enterprise customers by focusing on revenue growth through renewals and up-sales while serving as a trusted adviser to our…
Added 8 mins ago
P
Engineering Manager, Conversational AI
Pebl
Toronto, ON
- $154,000 to $195,000 CAD / year
- Full-time
We are looking for a hands-on Engineering Manager to lead our high-impact Conversational AI team. This is a critical leadership role for someone who is not only an effective manager but…
Added 8 mins ago
M
Project Manager, Alberta
Midwest
Calgary, AB
- Full-time
…industry-leading project solutions that are customer-centric and technology-driven. Our success is defined by engaged employees, unbending safe work practices, loyal clients and doing the…
Added 8 mins ago
AE
Project Manager, Alternate Delivery
Associated Engineering
AB · Edmonton, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Project Manager, Alternate Delivery to join our team in our Edmonton office. This…
Added 8 mins ago
CM
Lab Technician
CancerCare Manitoba
Winnipeg, MB
- Full-time
Reporting to the Unit Manager, and under the direction of the Charge Technologist, the Laboratory Technician will be required to perform phlebotomy and other duties as assigned.
Added 9 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 9 mins ago
Account Manager
Kaseya Careers
Toronto, ON
Kaseya is looking for an enthusiastic and results-driven Account Manager to take ownership of a portfolio of MSP accounts, focusing on supporting customers with strong growth potential.
Added 9 mins ago
Filed Engineer
Aecon
Calgary, AB
Reporting to the Project Manager, the Field Engineer will work closely with Superintendents, project management, subcontractors, and field crews to provide technical and field engineering…
Added 9 mins ago
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Sr Advisor IT Systems
Enbridge
Calgary, AB
- Full-time
Post-secondary degree in Business, Computer Science, Information Technology, Engineering, or a related discipline. Equivalent combinations of education and experience will be considered.
Added 24 mins ago
I
Clinical Sales Representative - Future Opportunity
Intuitive
Edmonton, AB
- Full-time
Certain information you provide as part of the application will be used for purposes of determining whether Intuitive Surgical will need to (i) obtain an export license from the U.S.…
Added 24 mins ago
PC
U.S. Tax, Manager
Pwc Canada
Vancouver, BC · Montreal, QC
- Full-time
As a U.S. Tax Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 24 mins ago
PC
Financial Instruments Valuation and Market Risk Manager
Pwc Canada
Toronto, ON · Montreal, QC
- Full-time
As a Financial Instruments Valuation and Market Risk Manager, unlock your potential and embrace the chance to drive meaningful outcomes that will elevate your career. Your role will…
Added 24 mins ago
PC
Managed Services, Service Delivery Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC · Quebec, QC
- Full-time
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Added 38 mins ago
MC
SAP OTC Service Delivery Manager – Projects & Enhancements (36082)
Myticas Consulting
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The client is a global software company that develops and sells information management software. The client has a backlog of pending enhancements and is currently resource constrained,…
Added 38 mins ago
A
Director of Knowledge Management - NAMER
Ashby
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- Full-time
Added 38 mins ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
…committed to delivering accessible financial solutions through its technology, operations, and customer-focused…
Added 38 mins ago
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Principal Sales Performance Coach
UKG
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…and develop scalable strategies that strengthen seller and manager…

BMO

Client Service Assistant

Toronto, ON, Canada
CLAIRE, Canada

Full-time

Apply About employer

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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