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Added 10 mins ago
JS
Assistant Store Manager
JD Sports Canada
Robson, BC
- $50,000 to $60,000 CAD / year
- Full-time
Our Retail team is is looking for an Assistant Store Manager at our Robson Street location! Come join our quickly growing and developing team at JD Sports Canada. Main responsibilities…
Added 10 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Tsawwassen, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 10 mins ago
FH
Clerk Typist/Office Assistant - New Westminster
Fraser Health Authority
New Westminster, BC
- $26.42 to $28.25 CAD / hour
- Full-time
Under the general supervision of the Administrative Assistant or Manager, the Clerk Typist/Office Assistant performs secretarial duties of some complexity which requires the exercise of…
Added 10 mins ago
FH
Clerk Typist/Office Assistant - Surrey
Fraser Health Authority
Surrey, BC
- $26.42 to $28.25 CAD / hour
- Full-time
Under the general supervision of the Administrative Assistant or Manager, the Clerk Typist/Office Assistant performs secretarial duties of some complexity which requires the exercise of…
Added 10 mins ago
PD
C206 - Program Assistant - (Full Time Temporary)
Phoenix Drug & Alcohol Recovery and Education Society
Chilliwack, BC
- Full-time
Title: Program Assistant - (Full Time Temporary)
Added 12 mins ago
Director, Security & Guest Experience
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
Reporting to the Assistant General Manager, this role provides strategic and operational leadership across the entire function, establishing the frameworks, standards, and practices that…
Added 12 mins ago
Director, Security & Guest Experience
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
Reporting to the Assistant General Manager, this role provides strategic and operational leadership across the entire function, establishing the frameworks, standards, and practices that…
Added 30 mins ago
F
Senior Technical Writer, Support Documentation
Fullscript
Calgary, AB · Kelowna, BC · Ottawa, ON · Toronto, ON
- Full-time
This role reports to the Manager, Support Documentation, and is a primary partner on content strategy. You are comfortable deciding how content is structured so people can find it, where…
Added 44 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
AB · Edmonton, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 44 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Prince Edward, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 44 mins ago
TH
Overnight Freight Department Supervisor Full Time - 7164 Bracebridge
The Home Depot
Bracebridge, ON
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 44 mins ago
CI
Assistant Store Manager
Carters Inc.
Calgary, AB
- Full-time
As an Assistant Store Manager, you will be the first face of the brand for growing families. You’ll congratulate new parents and grandparents, introduce them to our new baby essentials,…
Added 46 mins ago
Bilingual (Fr/En) Litigation Assistant
The Canada Life Assurance Company
Montreal, QC
Canada Life has an exciting opportunity for a Legal assistant to join our Litigation team. Reporting to the Associate Manager, Litigation Operations, you will provide administrative and…
Added 57 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Tillsonburg, ON
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 58 mins ago
LD
Pharmacy Assistant - Part Time
London Drugs Limited
Vancouver, BC
- $18.25 to $22.09 CAD / hour
- Part-time
- Other
You will be responsible for assisting the Pharmacists and Pharmacy Manager with daily operations of the Pharmacy Department. Duties will include customer service, servicing the front…
Added 58 mins ago
Assistant Store Manager - BOSS Eaton Centre
HB Canada, Inc.
Toronto, ON
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 58 mins ago
Assistant Store Manager - McArthur Glen
HB Canada, Inc.
Richmond, BC
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 1 hour 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 1 hour ago
Deli -Assistant Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Canmore, AB
Provide customers with friendly and professional service. Fulfill duties for all areas of the Deli/ A La Carte Department. Supervise the Deli/A La Carte Department and staff in the absence…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
St. Albert, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
NP
STHS 26/27 Part Time - Administrative Assistant
Northland Properties
Revelstoke, BC
- Part-time
Job Title: PART TIME SEASONAL - Administrative Assistant
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Evening
Shoppers Drug Mart
Richmond, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Richmond, BC
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
LC
Directeur adjoint de magasin
Loblaw Companies Limited
Levis, QC
- Full-time
Reporting to the Store Manager, the Assistant Store Manager will provide excellence in customer service. Demonstrate leadership by managing employees and effectively planning.

BMO

Client Service Assistant/Associate, BMO Nesbitt Burns

Vancouver, BC, Canada
FBT, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 30, 2026
Experience: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 16, 2026

Original job description

Application Deadline:

10/29/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

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.

Books meetings with new prospects and prepares introductory package for the prospect/referral.
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.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
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.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
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 and may include handling escalations from other employees.
Analyzes issues and determines next steps.
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 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
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 base pay range for this position is: $40,000.00- $42,500.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 2.5x

Salary:

$38,000.00 - $72,000.00

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 role supports Investment Advisors with day-to-day administration, client relationship management, and the execution of trades and account maintenance. It also involves coordinating marketing activities, preparing portfolio reviews, and ensuring compliance with regulatory and bank policies.

Requirements

Candidates typically require 3 to 5 years of relevant experience and advanced knowledge of investment processes, administrative procedures, and compliance regulations. Strong organizational, communication, and problem-solving skills are essential for managing client relationships and supporting branch operations.

Skills

Client service
Investment administration
Portfolio management
Trade execution
Regulatory compliance
Relationship management
Marketing coordination
Financial planning
Data management
Problem solving
Communication skills
Team collaboration
Mentoring
Risk management
Account maintenance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
BMO Nesbitt Burns
Client service
Portfolio rebalancing
Regulatory compliance
Sales administration
Trade processing
Risk management framework
Financial planning
Retirement planning
Insurance products
Trust and estate services
Account maintenance
Client database management
Marketing initiatives
Social media
Customer experience
Asset monitoring
Branch operations

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