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IT Delivery Manager
Cognizant
Mississauga, ON
- Full-time
We are seeking a highly experienced IT Delivery Manager to serve as the strategic liaison between client stakeholders and global delivery teams. In this role, you will be responsible for…
Added 1 min ago
AI
Adobe Site Reliability Engineer - Content Delivery Network
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Toronto, ON
- Full-time
…Search, Consent Management, Analytics, Personalization and AI services and many more to…
Added 1 min ago
WP
Manager, Safety, Security and Asset Management
Westerner Park
Red Deer, AB
- Full-time
Westerner Park is seeking an experienced and strategic Manager, Safety, Security and Asset Management to provide organization-wide leadership for health and safety, security, emergency…
Added 1 min ago
BC
Assistant Director of Food and Beverage
Banff Centre for Arts and Creativity
Banff, AB · AB- Banff, Alberta
- Full-time
…planning, coordination, and execution of all Dining and Banquet Services within Banff Centre. The incumbent assists in the overall leadership, management, and administration of Food &…
Added 1 min ago
SD
Pharmacy Manager, Hourly Full Time Day
Shoppers Drug Mart
Edmonton, AB
- Full-time
…providers, practice to full scope in providing professional services, dispensing medication, and assisting in the maintenance of the…
Added 16 mins ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
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Gestionnaire Outillage - Tooling Project Manager
Actalent
Montreal, QC
- $38 to $60 CAD / hour
- Contract
Lancer des appels d'offres pour les projets et sélectionner les fournisseurs les plus adaptés, en s'assurant de la qualité et de la conformité des services et produits fournis.
Added 16 mins ago
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Gestionnaire Outillage - Tooling Project Manager
Actalent
Longueuil, QC
- $38 to $60 CAD / hour
- Contract
Lancer des appels d'offres pour les projets et sélectionner les fournisseurs les plus adaptés, en s'assurant de la qualité et de la conformité des services et produits fournis.
Added 16 mins ago
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Gestionnaire Outillage - Tooling Project Manager
Actalent
Laval, QC
- $38 to $60 CAD / hour
- Contract
Lancer des appels d'offres pour les projets et sélectionner les fournisseurs les plus adaptés, en s'assurant de la qualité et de la conformité des services et produits fournis.
Added 16 mins ago
AI
Adobe Experience Manager
Aptino, Inc.
Toronto, ON
- $70 to $75 CAD / hour
- Contract
Financial services or regulated-industry experience.
Added 16 mins ago
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Store Manager
goeasy Ltd.
Corner Brook, NL
- Full-time
…improve their quality of life, and take steps toward stronger financial standing. If you’re passionate about making a difference, join us and be part of a team that empowers people to…
Added 16 mins ago
NI
Child Care Manager
North Island Métis
Campbell River, BC
- Full-time
NIMA is seeking an experienced Child Care Manager to support the development and opening of our new 61-space child care centre in Campbell River and provide leadership for its ongoing…
Added 16 mins ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- $104,800 to $112,800 CAD / year
- Full-time
…government officials and others; identifying design, engineering, financial and contractual issues and concerns; coordinating, reviewing, managing and approving real estate appraisal…
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Manager - Stabilization
St.Amant
Winnipeg, MB
- $53.18 to $63.17 CAD / hour
- Full-time
As a member of the Health and Transition Services Management Team, the Manager, Stabilization participates in activities of importance or relevance to the Health and Transition Services and…
Added 16 mins ago
PV
Treasury Analyst
Pet Valu
Markham, ON
- Full-time
The Treasury Analyst reports to the Manager, Treasury and plays a key role in the various aspects of Treasury including cash management activities, bank account management, month end…
Added 16 mins ago
UO
Undergraduate Admissions Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,027 to $5,413 CAD / month
- Full-time
The position reports to the Manager, Student Services and receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination…
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Personal Banker
TD
Canmore, AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
TD Securities Corporate & Investment Banking provides financial advisory, capital-raising, liquidity, transaction banking, and risk-management solutions to corporate and institutional…
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Personal Banker
TD
Fort St. John, BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 16 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
North Vancouver, BC
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 16 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Milton, ON
- Part-time
Does not process any financial transactions with no budget responsibilities.
Added 16 mins ago
TS
Chaplain
The Salvation Army Canada and Bermuda Territory
Edmonton, AB
- Full-time
· Provide spiritual care as requested to individuals who access the Edmonton Centre of Hope services including creating, documenting and following up on spiritual assessments and spiritual…
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Manager, ESG Internal Controls Assessment
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…developing the internal control program for ESG disclosure. As Manager, ESG Internal Controls Assessment, you help establish and develop the ESG internal control framework together with…
Added 16 mins ago
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Manager
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…activities or a support sub-function that offers specialized services to the sector. You are responsible for administrating your group’s service offer, developing and implementing its…
Added 16 mins ago
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
10+ years of experience in Commercial Banking, Corporate Banking, Relationship Management, or a comparable client-facing financial services environment.

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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