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Added 3 mins ago
EW
Project Manager
ERCO Worldwide
Saskatoon, SK
- Full-time
ERCO Worldwide is looking for a Project Manager to join our Saskatoon team! The Project Manager leads development and execution of projects to improve process safety, operations,…
Added 3 mins ago
IC
Quality Coordinator
Ideal Can
Chatham, NB
- Full-time
Under the supervision of the plant manager, the Quality Coordinator is responsible for supporting the Quality Assurance function within the food manufacturing facility by ensuring product…
Added 3 mins ago
WS
Senior Finance Analyst, Operations Finance & Analytics
Wolf Steel Ltd
Barrie, ON
- Full-time
Training Allowance and continuous learning opportunities and pro
Added 3 mins ago
NF
Front End Assistant Department Manager Part Time Day
No Frills
Saskatoon, SK
- Part-time
…Culture. We offer our employees progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top…
Added 3 mins ago
CF
Quality Assurance Technician
Cavendish Farms
Chatham-Kent, ON · Wheatley, ON
- Full-time
This permanent, full-time, entry-level role reports to the Quality Assurance Manager. The QA Technician makes sure products meet customer specifications and food safety standards. The role…
Added 3 mins ago
S
Production Finishing Manager
Safran
Mirabel, QC
- Full-time
The manager is responsible for all operations of a value chain to ensure performance in terms of delivery, production, efficiency, quality, and health, safety, and environment (HSE). Under…
Added 3 mins ago
C
Part-Time Manager - St Laurent
Claire's
Ottawa, ON
- $17 to $19 USD / hour
- Part-time
Part-Time Manager Opportunity -ST. Laurent S.C.
Added 3 mins ago
VS
Cook-Casual (2026-11009)
Verve Senior Living
Ottawa, ON
- Other
Assists with directing and training staff involved with food preparation and service. Supervises the meal preparation during the absence of the Dining Services Manager/Dining Services…
Added 3 mins ago
M
Engineer-in-Training (EIT), Calgary
Midwest
Calgary, AB
- Full-time
Working under the direct supervision of the Senior Engineer and Major Pipeline Projects Manager, the Engineer-in-Training (EIT) supports midstream mechanical, pipeline, and facility…
Added 3 mins ago
AE
Intermediate Civil Engineer
Associated Engineering
Calgary, AB
- Full-time
Supporting the Project Manager by liaising with the client, managing scope, schedule and budgets.
Added 3 mins ago
N
Sr. Advisor, Procurement Operations
Nutrien
Calgary, AB
- Full-time
This role reports directly to the Sr Manager, Downstream Procurement Operations
Added 3 mins ago
AE
Civil Engineer
Associated Engineering
Calgary, AB
- Full-time
Supporting the Project Manager by liaising with the client, managing scope, schedule and budgets.
Added 3 mins ago
AE
Project Manager
Associated Engineering
Calgary, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Project Manager to join our team in our Calgary office. In this role you will be…
Added 3 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 3 mins ago
M
Project Manager, Engineering, Alberta
Midwest
Calgary, AB
- Full-time
We are looking for a Project Manager to support our Engineering and Major Pipeline Projects team from our Calgary or Edmonton locations.
Added 3 mins ago
CH
Scheduling Coordinator
Carecor Health Services Ltd.
Halifax, NS
- Full-time
…Scheduling Coordinator reports to the National Staffing Office…
Added 3 mins ago
N
Advisor, Procurement Operations
Nutrien
Calgary, AB
- Full-time
This role reports directly to the Sr Manager, Downstream Procurement Operations.
Added 3 mins ago
CC
Health & Safety Manager
Carpenter Co.
Woodbridge, ON
- Full-time
…while maintaining operations excellence. As the Health & Safety Manager, you will be expected to lead and be accountable for the Health & Safety programs, workplace inspections, conduct…
Added 3 mins ago
HH
Human Resources Manager
Highbridge Human Capital
Brantford, ON
- $90,000 to $120,000 CAD / year
- Full-time
Casasanta is seeking an experienced Human Resources Manager to lead the organization's human resources function at both a strategic and operational level. As a member of the Leadership…
Added 3 mins ago
AA
Product Manager
Altrom Auto Group Canada (Division of UAP Inc.)
Burnaby, BC
- Full-time
The Product Management Department is currently seeking a Product Manager. The selected candidate will assist the Senior Market Manager in implementing approved marketing strategies for…
Added 3 mins ago
GO
Air Attack Officer
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Fire Operations Manager-Aviation, the Air Attack Officer (AAO) directs and coordinates aerial wildfire suppression operations for the Manitoba Wildfire Service. The…
Added 3 mins ago
AE
Stormwater Engineer
Associated Engineering
Calgary, AB
- Full-time
Supporting the Project Manager by liaising with the client, managing scope, schedule and budgets.
Added 3 mins ago
M
Project Manager, Alberta
Midwest
Calgary, AB
- Full-time
We are looking for a Project Manager to support our midstream & upstream oil & gas operations in Northern Alberta from any of our centers in Alberta, including Grande Prairie, Edmonton,…
Added 3 mins ago
N
Sr. Advisor, Procurement Operations
Nutrien
Saskatoon, SK
- Full-time
This role reports directly to the Sr Manager, Downstream Procurement Operations
Added 3 mins ago
AE
Project Manager, Alternate Delivery
Associated Engineering
AB · Edmonton, AB
- Full-time
Associated Engineering, a proudly Canadian, Employee-owned Company is seeking an experienced and dedicated Project Manager, Alternate Delivery to join our team in our Edmonton office. This…

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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