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Added 3 mins ago
ML
Category Marketing Manager - Kits
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
Any MLF team member interested in being considered for this role are encouraged to apply online by October 19. Applications received beyond that date are not guaranteed consideration.
Added 3 mins ago
ML
Electrician
Maple Leaf Foods Inc
Saskatoon, SK
- Internship
Any MLF team member interested in being considered for this role are encouraged to apply online by November 09. Applications received beyond that date are not guaranteed consideration.
Added 18 mins ago
MH
Sales Associate | Prairie Mall | Part Time | $17 per hour
Michael Hill
Grande Prairie, AB
- Part-time
Be driven to achieve both personal and team sales goals with experience working towards targets / KPIs
Added 18 mins ago
RS
Operations Management Trainee
Ryder Supply Chain Solutions
Kitchener, ON
- Full-time
Ability to work independently and as a member of a team, Required.
Added 18 mins ago
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Personal Banker
TD
Fort St. John, BC
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 18 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
North Vancouver, BC
- Part-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 18 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Milton, ON
- Part-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 18 mins ago
D
Manager
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers…
Added 18 mins ago
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Analyst, Client Onboarding & Service
CIBC
Winnipeg, MB · Regina, SK
- Full-time
As an Analyst in the Client Onboarding & Service team, your primary focus will involve supporting clients within your portfolio on all day-to-day service and support requests. You will be…
Added 18 mins ago
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Banking Centre Leader I
CIBC
Chatham-Kent, ON · Wallaceburg
- Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
Added 18 mins ago
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VP Sales Lead
BMO
Waterloo, ON · MARS
- Full-time
As a senior member of the Commercial Banking team, you'll lead complex financing transactions, champion client relationships, and play a pivotal role in expanding BMO's presence in the…
Added 18 mins ago
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VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
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…
Added 18 mins ago
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VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
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…
Added 18 mins ago
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Part-Time Key Holder - Vaughan Mills
Geox
Vaughan, ON
- Part-time
Ensure every team member delivers the GEOX Service Model in every customer interaction in a friendly, helpful and sincere way that results in an exceptional customer experience
Added 18 mins ago
Y
B2B Outbound SDR - Sales Development Representative
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
…rooted in collaboration, inclusivity, and belonging, where every team member’s contributions are valued and their voices are heard. Just as we help institutions and organizations worldwide…
Added 33 mins ago
PC
Lead Guest Services Team Member
Pilot Company
Portage la Prairie, MB
- Full-time
Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 43 states and six Canadian provinces. Our…
Added 33 mins ago
D
Market Development Manager
Desjardins
Boucherville, QC · Gatineau, QC · Montreal, QC · Sainte-Thérèse, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
…responsible for the strategic and operational management of a team dedicated to selling financial products and services in a specific business line. You build and maintain long-term…
Added 48 mins ago
SL
Sales Associate, Softgoods (Seasonal, Part-Time)
Sporting Life Group
Richmond Hill, ON
- Part-time
Sporting life is a member of the Sporting Life Group, a Fairfax Financial Holdings Limited company, and is a leading Canadian sports lifestyle retail organization comprising iconic banners,…
Added 48 mins ago
TS
Thrift Store Clerk
The Salvation Army in Canada
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative team environment.
Added 48 mins ago
L
5768 - Seasonal Sales Help
Lids
Brantford, ON
- $17.95 USD / hour
- Temporary
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…
Added 48 mins ago
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5735 - Seasonal Sales Help
Lids
London, ON
- $17.95 USD / hour
- Temporary
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…
Added 48 mins ago
L
5728 - Seasonal Sales Help
Lids
Guelph, ON
- $17.95 USD / hour
- Temporary
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…
Added 48 mins ago
O
Billing Coordinator
OpenText
Waterloo, ON
- Full-time
…collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle…
Added 48 mins ago
L
7702 - Seasonal Sales Help
Lids
Hamilton, ON
- $17.95 USD / hour
- Temporary
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…
Added 48 mins ago
L
5718 - 3rd Key
Lids
Newmarket, ON
- $18.45 USD / hour
- Part-time
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…

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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