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Added 5 mins ago
B
Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
…ensuring the seamless coordination of executive priorities, daily operations, and business activities. Delivers a broad range of office management and administrative services while…
Added 5 mins ago
BP
First Line Manager, Quality NDE (Temporary/Term)
Bruce Power
Bruce Power
- Full-time
In support of achieving excellence and business results through safe, reliable operations, our Quality Division is currently hiring a FLM Quality NDE (First Line Manager, Quality- Non…
Added 5 mins ago
BL
Manager, Talent Advisory
Borden Ladner Gervais LLP (BLG)
Calgary, AB
- Full-time
The Manager, Talent Advisory leads the delivery of talent advisory services for an assigned business area or region, partnering with leaders to address people priorities, strengthen…
Added 20 mins ago
PC
Manager Retail Technology Projects
Parkland Corporation
Calgary, AB · Mississauga, ON
- Full-time
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…
Added 35 mins ago
CS
Ticketing Operations Specialist
Calgary Stampeder Football Club
Calgary, AB
- Full-time
…experiences to our guests, then we’d love to sign you to a player's…
Added 35 mins ago
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Seasonal Sales Associate (Polo Park)
Knix
Winnipeg, MB
- $17.9 CAD / hour
- Temporary
Escalate any issues or opportunities as required to the Manager on Duty.
Added 35 mins ago
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Manager, Partnership Sales - Calgary Stampeders
Calgary Sports and Entertainment Corporation
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Role Description The Manager, Partnership Sales – Calgary Stampeders is a full-time, on-site role based in the Greater Calgary Metropolitan Area, focused on driving sponsorship and…
Added 50 mins ago
Account Manager
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Toronto, ON
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…
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Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
Reporting to the Senior Manager, Administration, within the School of Skilled Trades and Apprenticeship, the incumbent is responsible for overseeing and managing the administrative and…
Added 50 mins ago
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Manager, Scotia Club (14-month contract)
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
As the Manager, Scotia Club, you will play an integral role in leading one of Scotiabank Arena’s premium food and beverage experiences. You will provide leadership across all aspects of the…
Added 50 mins ago
FS
UNIX Midrange Support (Junior)
Focus Systems Inc.
Regina, SK
- Contract
Focus Systems is seeking a UNIX Midrange Support (Junior) resource to support secure and highly available data centre and midrange server operations.
Added 50 mins ago
TP
Project Manager - New Equipment
Total Power Limited
Calgary, AB
- Full-time
Manage and control the cost of the projects through execution process in relation to the initial sourcing contract. Execute project on or under budget always trying to preserve Gross…
Added 50 mins ago
DG
Civil Junior Estimator
Dawson Group
Kamloops, BC
- Full-time
…permanent, full-time position of Junior Estimator, reporting to the Manager Operations. To be considered for this role, you should have effective interpersonal skills, a collaborative…
Added 50 mins ago
WP
Manager, Safety, Security and Asset Management
Westerner Park
Red Deer, AB
- Full-time
Reporting to the Chief Executive Officer (CEO), the Manager plays a key role in protecting Westerner Park’s people, guests, operations, and physical assets. This position establishes…
Added 1 hour ago
FH
Manager, Clinical Operations & Program Services
Fraser Health
Surrey, BC
- Full-time
Reporting to assigned Director(s), Clinical Operations, the Manager is accountable for managing and providing clinical and operational leadership to a front-line patient care department or…
Added 1 hour ago
FH
Manager, Clinical Operations & Program Services
Fraser Health
Surrey, BC
- Full-time
Reporting to assigned Director(s), Clinical Operations, the Manager is accountable for managing and providing clinical and operational leadership to a front-line patient care department or…
Added 1 hour ago
ZG
IQR Customer Care Operations Supervisor
ZEISS Group
Toronto, ON
- Full-time
The IQR Customer Care Operations Supervisor is a hands-on working supervisor responsible for coordinating the daily execution of service and sales administration activities, including…
Added 1 hour ago
B
Facility Supervisor
BGIS
Lethbridge, AB
- Full-time
…objectives, performance evaluation and communicating vision for operations and maintenance; supervise Maintenance Team Leader (MTL) with a team of greater than ten (10) Team Members…
Added 1 hour ago
MU
Accounts Administrator
McGill University
Montreal, QC
- Full-time
…Dentistry, administers research accounts in support of the FST manager and the Faculty's Principal Investigators, and of non-research accounts, including operating, self-financing and…
Added 1 hour ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
General Manager - Temporary Contract, 4 Months
Added 1 hour ago
B&
Mechanical Project Coordinator
Black & McDonald Limited
Ottawa, ON
- $60,000 to $70,000 CAD / year
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Assist the Project Manager to ensure project objectives, policies, procedures, and performance standards are in accordance with company policy and contract specifications.
Added 1 hour ago
BP
Section Manager, Construction Support (MCR)
Bruce Power
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- Full-time
In support of achieving excellence and business results through safe, reliable operations, we are looking to hire Section Manager, Construction Support within the Major Component…
Added 1 hour ago
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Customer Service Representative
BMO
Elora, ON
- Part-time
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Reporting to the VP, Operations Cement, the Commissioning, Startup & Operational Readiness Manager serves as the cross-functional integrator for Finish Mill 4, bringing together the…
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Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
Durham Community Health Centre
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Employment Status: Part-time Contract – 2 Weekend Vacancies (12-hour overnight/day)

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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