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Added 7 mins ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
General Manager - Temporary Contract, 4 Months
Added 7 mins ago
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Customer Service Representative
BMO
Elora, ON
- Part-time
Acts as a key member of a collaborative and versatile branch and market team.
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Personal Banker
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Director, BMO Capital Partners (BMOCP)
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Customer Service Representative
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Orillia, ON
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Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
Durham Community Health Centre
Oshawa, ON
The Case Worker is a frontline member of the Stabilization Services team and plays a central role in supporting residents throughout their stay.
Added 7 mins ago
Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
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The Case Worker is a frontline member of the Stabilization Services team and plays a central role in supporting residents throughout their stay.
Added 7 mins ago
R&
Spa Manager - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
Join our Spa team as a Spa Manager, where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four Diamond, and Travel &…
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Front Office Supervisor - The Wickaninnish Inn
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- Full-time
Support and assist the Front Office Manager as they are responsible and accountable for the actions of all Front Office Team Members. Work as a “hands-on” supervisor assisting the team as…
Added 7 mins ago
DC
Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
Durham Community Health Centre
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Added 7 mins ago
DC
Case Worker - HART Hub - 2 Weekend Vacancies (12-hour Overnight/evening) - TPT
Durham Community Health Centre
Oshawa, ON
- Part-time
The Case Worker is a frontline member of the Stabilization Services team and plays a central role in supporting residents throughout their stay.
Added 22 mins ago
R&
Housekeeping Leader - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
…day-to-day operation of the Housekeeping Department and will be a member of the Wickaninnish Inn’s Senior Management Team. The Housekeeping Leader along with the Director and other…
Added 37 mins ago
R&
Assistant Spa Manager - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
Join our Spa Team as an Assistant Spa Manager where you have the opportunity to learn and grow in a Relais & Châteaux property recognized by Forbes, Michelin Key, AAA Four Diamond, and…
Added 37 mins ago
R&
Housekeeping Leader - The Wickaninnish Inn
Relais & Châteaux
Tofino, BC
- Full-time
…day-to-day operation of the Housekeeping Department and will be a member of the Wickaninnish Inn’s Senior Management Team. The Housekeeping Leader along with the Director and other…
Added 37 mins ago
CV
T2627-437 1.0 FTE Temporary French Learning Support Teacher
Comox Valley Schools - School District 71
Courtenay, BC
- Temporary
…students experiencing learning challenges and serves as case manager for students with both low and high incidence designations or documented support needs. Through collaborative…
Added 37 mins ago
Service Manager, Operations
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By joining Reliance as an Operations Manager, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking…
Added 37 mins ago
FO
Manager, Programs Outreach - Adaptation
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Ottawa, ON · Hybrid - Ottawa
- Full-time
…project leads, opportunities, and pre-applications. As an active member of the FCM Programs team, the Manager will support FCM's overall role as a national leading municipal association and…
Added 37 mins ago
HD
Cyber and System Security Specialist
Hamilton-Wentworth District School Board (HWDSB)
Hamilton, ON
- Full-time
…well as individualized needs of every student and every staff member at HWDSB. Proudly serving a community of approximately 50,000 students in the City of Hamilton and surrounding area,…
Added 52 mins ago
M(
Account Manager, Premium Service (1-year contract)
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- Full-time
As a member of our Premium Suites Team, you will be responsible for establishing relationships with a dedicated book of business and providing outstanding service while designing creative…
Added 52 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 52 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
UW
Coordinator, Customer Service (Contract)
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Toronto, ON
- Full-time
Reporting to the Manager, Customer Service, the Coordinator, Customer Service will deliver consistent and extraordinary customer service to donors, volunteers and internal staff as a first…
Added 1 hour ago
SA
Assistant Restaurant Manager
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- Full-time
Join our team as an Assistant Restaurant Manager in the Montreal Trudeau Airport!
Added 1 hour ago
PC
Information Technology Audit Manager (Bilingual FR/EN)
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Montreal, QC
- Full-time
As an Information Technology Audit Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited…
Added 1 hour ago
DC
Case Worker - HART Hub - 2 Weekend Vacancies (12-hour afternoon/evening)
Durham Community Health Centre
Whitby, ON
- Part-time
The Case Worker is a frontline member of the Stabilization Services team and plays a central role in supporting residents throughout their stay.

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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