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Added 10 mins ago
CS
Building Manger
Cleantech Service Group
Vancouver, BC
- $24 to $25 CAD / hour
- Full-time
We are currently seeking a Building Manager for a high-rise residential building with 233 units located in Vancouver. This is a full-time position where the Building Manager will serve as…
Added 10 mins ago
R
Industrial and Technological Benefits (ITB) Manager
RTX
Ottawa, ON
- Full-time
We are presently seeking a highly skilled Industrial and Technological Benefits (ITB) Manager to support several large defence projects across Canada. This is a dynamic and visible position…
Added 10 mins ago
IR
Website and Digital Experience Specialist
Islamic Relief Canada
Burlington, ON · ON · Ontario
- Full-time
Reporting to the Digital Marketing Manager, the Website and Digital Experience Specialist is responsible for managing the day-to-day operations of Islamic Relief Canada’s (IRC) website and…
Added 10 mins ago
Nurse 4 - Public Health Nurse - Public Health Downtown - Designated Indigenous - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, Health Services, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural,…
Added 10 mins ago
Nurse 4 - Public Health Nurse - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, Health Services, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural,…
Added 10 mins ago
Nursing Assistant (Unit Clerk Assistant) - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Working as part of a multidisciplinary team under the supervision of the Manager, Health Services, or Nurse in Charge, the incumbent:
Added 10 mins ago
Hospital Based Case Coordinator (N3)-Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…in a community setting. Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Hospital Based…
Added 10 mins ago
Toronto- Japanese speaking - Manager Tax - People Advisory Services, Mobility
EY
Toronto, ON
Toronto- Japanese speaking - Manager Tax – People Advisory Services, Mobility
Added 10 mins ago
Toronto- Mandarin speaking - Manager Tax - People Advisory Services, Mobility 1
EY
Toronto, ON
Mobility services include Canadian and US personal income tax compliance and advisory services; mobility policy design; executive compensation advice; employer tax advice; and global…
Added 11 mins ago
CB
Clinical Operations Manager
CMHA BC
Vancouver, BC
- Full-time
Added 25 mins ago
T&
Senior Cost Manager
Turner & Townsend
Toronto, ON
- Full-time
It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask…
Added 26 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
BC · British Columbia, Canada
- Full-time
Maintain all records required in accordance with legislation, standards of practice, and policy
Added 26 mins ago
TP
Receptionist, NWC
Trimark People Solutions
Alert Bay, BC
- Full-time
Reports To: Wellness Centre Program Manager or designate
Added 26 mins ago
OF
Kitchen Manager
Opaa! Food Management
Subdivision C
- Internship
The Kitchen Manager is responsible for directing the day-to-day operation of the kitchen to ensure Opaa! standards are met and maintained, and the kitchen is compliant with all safety and…
Added 26 mins ago
ML
General Accounting and Close Manager
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Monitor policy compliance, approval requirements, and segregation of duties.
Added 26 mins ago
OM
Coordinator, Programmatic
Omnicom Media
Toronto, ON
- Full-time
Assist the campaign manager in the setup and execution of various deal types within the DSP, including guaranteed and non-guaranteed deals.
Added 40 mins ago
GC
Part-Time Surveillance Operator - Casino Mohawk
Great Canadian Entertainment
Milton, ON
- Part-time
Under the general direction of the Manager, Surveillance, this position is responsible for monitoring interior and exterior areas of a property by closed circuit television cameras and…
Added 40 mins ago
Account Manager
Mentimeter
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…
Added 40 mins ago
W
(CAN) Assistant General Manager
Walmart
Mississauga, ON
- Full-time
Reporting to the General Manager, this position is responsible for directing the site operations managers in the overall fulfillment of distribution center (DC) operations. Ensures…
Added 40 mins ago
NF
Verification Team Lead
NorthLake Financial ULC
Barrie, ON
- Full-time
Follow and reinforce the 3 P’s: Policy, Process, and Procedure.
Added 40 mins ago
DT
Account Manager
Direct Travel
Canada
- Full-time
As a key member of the Account Management team, the Account Manager will be responsible for day-to-day business relationship between Direct Travel and key corporate clients ensuring all…
Added 40 mins ago
IG
Human Resources Generalist
Insight Global
Toronto, ON
- $70,000 to $75,000 CAD / year
- Full-time
…will be located at our Toronto office, and report into the Manager, Canadian Operations. This individual will hold responsibility for Canadian employment and legislation requirements of our…
Added 40 mins ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
Guardian Capital LP (GCLP) is a Canadian institutional asset manager delivering investment management solutions to pension funds, foundations, endowments, corporations, other institutional…
Added 40 mins ago
P
Manager Software Engineering
PointClickCare
Mississauga, ON
- $152,000 to $174,000 CAD / year
- Full-time
As a Manager of Software Engineering reporting to the Sr Manager of Engineering, you'll lead multiple Agile teams to deliver high-quality software solutions. You'll own the technical…
Added 40 mins ago
AI
Senior Desktop Engineer
Apptoza Inc.
Montreal, QC
- Full-time

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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