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Added 6 mins ago
G
Business Development / Sales Development Representative (October 30, 2026)
GoFleet
Mississauga, ON
- Full-time
…real operational needs and hand qualified opportunities to our account executives with full…
Added 6 mins ago
G
Customer Success & Growth Manager (October 30, 2026)
GoFleet
Mississauga, ON
- Full-time
…them. This is not a support queue and not cold-calling. It is account ownership with real commercial…
Added 7 mins ago
M
Senior Manager, Commercial Management
Metrolinx
Canada
- Full-time
Comprehensive health and dental benefits, and wellness spending account
Added 7 mins ago
M
Environmental Management Specialist
Metrolinx
Canada
- Full-time
Comprehensive health and dental benefits, and wellness spending account
Added 7 mins ago
Project Manager
Zulu Alpha Kilo
Toronto, ON
We’re looking for an experienced, collaborative Project Manager to join our growing team and lead the planning, coordination and delivery of large-scale, integrated campaigns across teams,…
Added 7 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Experience as a Technical Account Manager or in a client-facing technical lead role
Added 7 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Experience as a Technical Account Manager or in a client-facing technical lead role
Added 7 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Experience as a Technical Account Manager or in a client-facing technical lead role
Added 7 mins ago
Advisor, Indigenous Engagement
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON
…relevant documents. Present findings to the Indigenous Engagement Manager and senior management to support decision-making and strategy…
Added 7 mins ago
GC
Junior Administrative Coordinator
Gunnebo Canada
Burnaby, BC
- Full-time
Reporting to the Field Service Manager, you will play an important role in supporting daily branch operations by coordinating service requests, assisting customers, maintaining accurate…
Added 7 mins ago
S
Construction Inspector - Conveyance
Stantec
Toronto, ON
- Full-time
Provide single-point field inspection of the construction contractor’s work representing the Construction Manager in the field.
Added 7 mins ago
Project Coordinator
Sonepar
Winnipeg, MB
…controlling project activities, under the direction of the Branch Manager. The Project Coordinator provides support to ensure the smooth execution of projects by documenting, record…
Added 7 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Canada
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 7 mins ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
…integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the…
Added 7 mins ago
AC
Credit & Collections Specialist
ABL Careers
Toronto, ON · North York, ON
- $65,000 to $70,000 CAD / year
- Full-time
…apparel distribution operation. Reporting directly to the Credit Manager, the successful candidate will help manage receivables, support timely credit decisions and order flow, resolve…
Added 7 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 7 mins ago
CL
Senior Accounting Manager
Charger Logistics Inc.
Brampton, ON
- Full-time
We are seeking a detail-oriented and highly organized professional to join our Finance team as a Senior Accounting Manager .
Added 7 mins ago
Z
Customer Success & Growth Manager
ZenduIT
Mississauga, ON
- Full-time
…them. This is not a support queue and not cold-calling. It is account ownership with real commercial…
Added 7 mins ago
SB
Credit Analyst
Slegg Building Materials
Nanaimo, BC
- Full-time
Reporting to the Credit Manager, the Credit Analyst focuses on key customer accounts as well as working with the AR team providing support where needed. The shifts are Monday - Friday, and…
Added 7 mins ago
CL
Business Development Manager- Warehousing & Logistics
Charger Logistics Inc.
Brampton, ON
- Full-time
We are looking for a driven and results-oriented Business Development Manager- Warehousing to join our expanding team. In this role, you will be responsible for growing our contract…
Added 7 mins ago
SS
Marketing Manager
Shake Shack Canada
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
Role Overview: As the Marketing Manager for Shake Shack Canada, you will develop and execute marketing strategies to drive brand awareness, customer engagement, and sales growth.…
Added 7 mins ago
Z
Business Development / Sales Development Representative
ZenduIT
Mississauga, ON
- Full-time
…real operational needs and hand qualified opportunities to our account executives with full…
Added 7 mins ago
EB
National Key Account Manager
Excellence Brandz
Montreal, QC
- Full-time
National Key Account Manager – Costco Wholesale
Added 7 mins ago
E9
Enterprise Systems Technologist 1 (System Administrator)
E-Comm 9-1-1 | Emergency Communications for British Columbia Incorporated
Vancouver, BC
- $99,091 to $116,875 CAD / year
- Full-time
…Administrator) to join our Technology Services Team. Reporting to the Manager, Infrastructure Services, the Enterprise Systems Technologist 1 provides support to a variety of technology…
Added 7 mins ago
HI
Sales Manager - Western Canada
Holland Imports Inc.
Surrey, BC
- Full-time
The Sales Manager (West)’s primary responsibility is to maximize the Company’s sales performance as measured by revenue, gross margin growth, and gross margin contribution in BC, Alberta,…

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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