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Added 2 mins ago
ACCOUNT MANAGER - CONTRACT
Green Shield Canada
Toronto, ON
health care services such as mental health, pharmacy, telemedicine, and chronic
Added 2 mins ago
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Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
Senior Relationship Manager, Commercial Banking
Added 2 mins ago
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Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
…Delivers a broad range of office management and administrative services while maintaining compliance with established processes, governance requirements, and control standards. Demonstrates…
Added 16 mins ago
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Industrial and Technological Benefits (ITB) Manager
RTX
Ottawa, ON
- Full-time
…sectors with a broad range of high technology products and services. You will be part of a valuable team that allows you to be challenged and offers unique opportunities, working on…
Added 16 mins ago
TS
Payoll and Benefits Specialist
The Staffing Alternative
Vaughan, ON
- Full-time
accurate, timely and confidential payroll and benefits services to employees. This role serves as a subject-matter resource for
Added 16 mins 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…
Added 16 mins ago
Toronto- Japanese speaking - Manager Tax - People Advisory Services, Mobility
EY
Toronto, ON
Toronto- Japanese speaking - Manager Tax – People Advisory Services, Mobility
Added 16 mins ago
Toronto- Mandarin speaking - Manager Tax - People Advisory Services, Mobility 1
EY
Toronto, ON
Managing global workforces is increasingly complex. Our People Advisory Services (PAS) practice provides high-quality compliance and advisory solutions to help our clients drive…
Added 17 mins ago
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Gestionnaire de pratique, financement gouvernemental | Practice Manager, Government Funding
helloDarwin
Montreal, QC
- $70,000 to $110,000 CAD / year
- Full-time
3 to 5 years of experience in professional services (consulting, accounting, tax, legal, engineering or similar).
Added 17 mins ago
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ACCOUNT MANAGER - CONTRACT
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
…benefits, and pay claims as a ‘payer’ while offering health care services such as mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’. As a non-profit…
Added 31 mins ago
Program Coordinator
Bayshore
Mississauga, ON
…Bayshore contracted and private pharmaceutical products and services. To complete all billing, reconciliation, data management and verification activities as required by Bayshore Specialty…
Added 31 mins ago
T&
Senior Cost Manager
Turner & Townsend
Toronto, ON
- Full-time
Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries.
Added 46 mins ago
Senior Business Development Manager
Convera
Montreal, QC
…with ease, Convera is seeking a Senior Business Development Manager to drive sales of complex products, hedging solutions, and…
Added 46 mins ago
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Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
TP is a worldwide leader in client experience management, digital business services, and strategic contact center outsourcing. With more than 500,000 employees globally, TP combines…
Added 46 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
TP is a worldwide leader in client experience management, digital business services, and strategic contact center outsourcing. With more than 500,000 employees globally, TP combines…
Added 46 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
TP is a worldwide leader in client experience management, digital business services, and strategic contact center outsourcing. With more than 500,000 employees globally, TP combines…
Added 46 mins ago
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 46 mins ago
NF
Verification Team Lead
NorthLake Financial ULC
Barrie, ON
- Full-time
Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian automotive finance industry with a full spectrum of dynamic rates and services for…
Added 46 mins ago
DT
Account Manager
Direct Travel
Canada
- Full-time
…implement technologies, and troubleshoot issues. The Account Manager will often interact with senior executives and the client’s Finance…
Added 46 mins ago
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Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
Desjardins Group is a leading Canadian financial cooperative offering a comprehensive range of financial products and services. Within Desjardins, Desjardins Global Asset Management (DGAM)…
Added 46 mins ago
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DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
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…
Added 47 mins ago
KF
Project Coordinator
Korn Ferry
Toronto, ON
- $85,000 to $105,000 CAD / year
- Full-time
…level of accuracy is required in this role. As a professional services firm, a client service orientation, maturity, and a calm, composed demeanour is a…
Added 47 mins ago
PS
Business Development Representative for a VC Firm - (US & Europe Markets)
Purple Sales
Toronto, ON
- Full-time
…Canada, and Europe. We offer B2B lead generation and sales services, such as appointment setting and sales outsourcing. Our global operations are managed from Toronto, with additional…
Added 47 mins ago
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Payroll Analyst (Time)
Manpower
Calgary, AB
- Contract
Reporting to the Manager, Payroll, this individual will have a strong payroll background and will perform duties to support all aspects of time and scheduling, as well as ongoing payroll…
Added 47 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…

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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