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Added 4 mins ago
7
Store Leader (Manager) Trainee
7-Eleven
St. Paul, AB · Vermilion, AB
- Full-time
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 4 mins ago
AL
Branch Care Coordinator
Air Liquide
Edmonton, AB
- Full-time
Supports co-workers and the work of other departments by adhering to all financial operations processes.
Added 4 mins ago
Senior Administrative Assistant
University of Guelph
Guelph, ON
Reporting to the University Registrar, the Senior Administrative Assistant provides comprehensive senior-level administrative and operational support to the Office of Registrarial Services,…
Added 4 mins ago
D
Team Lead
Dynacare
Winnipeg, MB
- Contract
As a Lead Coordinator, you will be responsible for ensuring the efficient operation and functionality of the operations in conjunction with the Manager, all in keeping with Dynacare’s…
Added 4 mins ago
VH
Clinical Assistant
Verismo Health
Shelburne, ON
- Full-time
…patient-centered services, innovative technology, and strong clinical operations. The organization operates one of the largest and highest-rated networks of primary care and walk-in clinics…
Added 4 mins ago
P
Production Assistant - 3 Month Contract
Pela
Kelowna, BC
- Full-time
The Opportunity: The mission of the Production Assistant is to ensure all production departments are well-supported and able to maintain a high level of output. Based at our Kelowna…
Added 19 mins ago
Ticketing Services Coordinator
City of Mississauga
Mississauga, ON
Lead/supervise assigned event day ticket operations for all events across all venues.
Added 19 mins ago
SI
Assistant Kitchen Manager
Service Inspired Restaurants
London, ON
- Other
As Assistant Kitchen Manager, you will support the Kitchen Manager in daily kitchen operations, assist with food prep and quality control, and ensure a safe and clean working environment.…
Added 19 mins ago
RB
Executive Assistance
Royal Bank of Canada
Winnipeg, MB
- Full-time
As the Executive Assistant supporting the Vice President Commercial Banking(Winnipeg), you will provide in-depth support in day-to-day management of teams in the Region. The primary purpose…
Added 19 mins ago
RB
Assistant Branch Manager - Mobile
Royal Bank of Canada
Truro, NS
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 19 mins ago
UH
Clinical Coordinator
University Health Network
Toronto, ON
- Full-time
As an integral member of the Wallace McCain Centre, the Clinical Coordinator supports the clinical operations, coordination and ongoing development of the program. The role is responsible…
Added 19 mins ago
C
Assistant Tool Technician / Driver
Chandos
Leduc, AB
- Full-time
…also a strong entry point into our warehouse and logistics operations, with room to…
Added 34 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 34 mins ago
MS
Executive assistant
Maple Supply Chain Management Inc.
Markham, ON
- Full-time
Plan, organize, direct, control and evaluate daily operations
Added 34 mins ago
SP
Office Clerk
Sturgeon Public School Division
Bon Accord, AB
- Internship
Be the welcoming face of Lilian Schick and help keep operations running smoothly. Sturgeon Public Schools is seeking a Part-Time Permanent Office Clerk 2 for Lilian Schick .
Added 34 mins ago
SC
Group Leader (CU- 64)
Simcoe County District School Board
Stayner, ON
- Full-time
…professional references. Cover letters may be addressed to Rick Leal, Assistant Manager of Operations. To facilitate the verification of your seniority, applicants MUST include their…
Added 34 mins ago
SC
Lead Custodian (CU-63 )
Simcoe County District School Board
Stayner, ON
- Full-time
…professional references. Cover letters may be addressed to Rick Leal, Assistant Manager of Operations. To facilitate the verification of your seniority, applicants MUST include their…
Added 34 mins ago
SC
Lead Custodian (CU-62 )
Simcoe County District School Board
Barrie, ON
- Full-time
…professional references. Cover letters may be addressed to Rick Leal, Assistant Manager of Operations. To facilitate the verification of your seniority, applicants MUST include their…
Added 34 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Mississauga, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 34 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Vancouver, BC
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 34 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Oakville, ON
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 34 mins ago
W
(CAN) General Merchandise Assistant Manager
Walmart
Edmonton, AB
- Full-time
…specifically related to the (Front End or Back End or Fresh or Operations - specific area that the incumbent will oversee). An Assistant Manager is cross-trained to work proficiently in all…
Added 34 mins ago
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(CAN) Pharmacy Assistant
Walmart
Kindersley, SK
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 34 mins ago
W
GM Lead Department Manager
Walmart
Surrey, BC
- Full-time
…through partnership with the General Merchandise and Fashion Assistant Manager and ensure a high level of customer service and while ensuring task…
Added 49 mins ago
MB
Transportation Coordinator, Wednesday-Saturday or Sunday-Wednesday 12:00pm-10pm
Martin Brower
Calgary, AB
- Full-time
Ensure the operations follow all Safe Food for Canadians Regulations (SFCR), Global Food Safety Initiative (GFSI) and Good Warehouse Practices (GWP)/Good Drivers Practices (GDP) for…

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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