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Added 5 mins ago
AC
Chef Manager
Aramark Canada
Calgary, AB
- Full-time
…culinary operations, team leadership, training, coaching, and administrative…
Added 5 mins ago
L
Assistant Manager
LensCrafters
Mississauga, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 5 mins ago
L
Assistant Manager
LensCrafters
Toronto, ON · Etobicoke, ON
- Full-time
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 5 mins ago
Assistant Resident Manager Team
Realstar
Cornwall, ON
Added 1 hour ago
RI
Support Services Administrator
Rentokil Initial
Concord, ON
- $45,000 to $45,700 CAD / year
- Full-time
Supporting Sales Team on RFPs (Requests for Proposals)
Added 1 hour ago
MC
Allocation Coordinator
Miniso Canada
Toronto, ON
- Full-time
…retail stores and counters to ensure optimal stock levels, support sales performance, and reduce overstock or stock-outs. You’ll work closely with the merchandising, planning, and retail…
Added 2 hours ago
Warehouse Clerk
Laura Canada
Laval, QC
Ensure that all overstock is correctly placed into a reserve bin location to generate potential online sales and is accessible for store replenishment.
Added 3 hours ago
Inside Sales Coordinator
CMP Group Ltd.
Vaughan, ON
Support the sales team in achieving daily objectives.
Added 3 hours ago
LC
SAP Operations Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Spruce Grove, AB
- Part-time
As a colleague in one of our stores, you will have an immediate impact on sales and customer satisfaction by:
Added 3 hours ago
OT
Restaurant Assistant Manager
One Therapy Network
Kamloops, BC
- Full-time
Support accurate sales forecasting and strategies to meet targets.
Added 3 hours ago
W
Customer Support, Field Service Coordinator - Windsor Windows
Woodgrain
Windsor, ON
- Full-time
Reporting to the Field Service Manager, the Customer Support - Field Service Coordinator is responsible for coordinating field service activities, supporting customer warranty and service…
Added 3 hours ago
Store Manager
Lammle's Western Wear
Edmonton, AB
Lead by example on the sales floor, fostering genuine customer relationships and driving sales performance
Added 3 hours ago
MS
Party and Event Host - Evenings and Weekends
Michaels Stores
Oakville, ON
- Part-time
Complete administrative tasks such as answering emails, making phone calls, and completing paperwork as needed.
Added 3 hours ago
Assistant Manager
EssilorLuxottica Group
Toronto, ON · Etobicoke, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 3 hours ago
Assistant Manager
EssilorLuxottica Group
Mississauga, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 4 hours ago
FP
Restaurant & Banquet Manager
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
Provide administrative support for Gulfstream, including: scheduling, payroll, training and maintaining training checklists
Added 4 hours ago
RO
Hotel Administration & Owner Relations Manager
Resorts of the Canadian Rockies
Fernie, BC
- Full-time
work alongside the sales manager and accounting to ensure folios are cleaned up monthly
Added 4 hours ago
SC
Retail Sales Supervisor
Staples Canada
Yellowknife, NT
- Full-time
As a Sales Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the business will…
Added 4 hours ago
E
Customer Service Representative - Bridgewater
Enterprise
Bridgewater, NS
- Internship
Must have a minimum of 1 year of customer service or sales experience in retail, guest services, or administrative support
Added 4 hours ago
WC
(CAN) Produce Department Manager
Walmart Canada
Langley (District), BC · Langley, BC
- Full-time
…Responsibilities include receiving merchandise, maintaining sales floor presentation, recruiting and training staff, engaging with customers, managing inventory and merchandising programs,…
Added 4 hours ago
A
E-Commerce Specialist, Amazon
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $60,000 to $70,000 CAD / year
- Full-time
Provide general operational and administrative support for Amazon business activities as required.
Added 4 hours ago
WC
(CAN) Produce Department Manager
Walmart Canada
Westbank, BC
- Full-time
…Responsibilities include receiving merchandise, maintaining sales floor presentation, recruiting and training staff, engaging with customers, managing inventory and merchandising programs,…
Added 4 hours ago
BS
Quality Systems Analyst I
Boston Scientific
Ottawa, ON
- Full-time
Boston Scientific is seeking a Quality Systems Analyst I for a 6-month contract position to support the effectiveness, compliance, and continuous improvement of our Quality Management…
Added 4 hours ago
RP
Accounts Payable Administrator
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Accounting & Finance - Sales & Operations - Engineering - Supply Chain - Human Resources - Office Support – Technology
Added 4 hours ago
SL
Brand Governance & Marketing Operations Specialist
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- Full-time
Support in updating presentations, documents and other administrative materials.

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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