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Added 7 mins ago
ON
Business Planning Specialist
Ontario Northland
North Bay, ON
- $83,538 to $98,280 CAD / year
- Contract
The Business Planning Specialist is responsible for identifying, collecting, analyzing and reporting data to support organizational plans and objectives through development of business…
Added 7 mins ago
UO
Human Resources Partner
University of Waterloo
Waterloo, ON
- Full-time
…everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance your career. Explore how we can bring big ideas to life, together. The…
Added 7 mins ago
FS
2026-28: CC One (1) Temporary Inclusion Support Worker
Fort St. John Association for Community Living
Fort St. John, BC
- Full-time
If you are not a current employee of our organization, please upload your resume with this application.
Added 7 mins ago
FS
2026-27: SIL One (1) Permanent Community Support Worker
Fort St. John Association for Community Living
Fort St. John, BC
- Full-time
The Fort St. John Association for Community Living (FSJACL) is a non-profit agency committed to providing quality support to adults with developmental disabilities in the Fort St. John and…
Added 7 mins ago
B
Product Manager - Network Observability
BlueCat
Toronto, ON
- Full-time
Support launches, demos, and field enablement, and track adoption and customer outcomes to guide improvements.
Added 7 mins ago
S
Regional AML Compliance Officer
SIGA
Saskatoon, SK
- Full-time
…Performing data analysis. Assisting the AML Manager. Providing support to all casino employees and patrons for AML-related items. Performing site compliance testing and conducting…
Added 7 mins ago
PH
Chief Project Archaeologist
Pivot HR Services
Fort St. John, BC
- Full-time
…to provide leadership across its archaeological projects and support the delivery of high-quality work for clients, stakeholders, and…
Added 7 mins ago
PH
Chief Archaeologist
Pivot HR Services
Fort St. John, BC
- Full-time
…provide leadership across its archaeological field services and support the delivery of high-quality work for clients, stakeholders, and…
Added 7 mins ago
S
Analyst, Contract and Systems Support
SaskEnergy
Regina, SK
- Full-time
SaskEnergy is seeking a qualified and motivated individual to join our team. The Analyst, Contract and Systems Support provides research, analysis and reporting support, assistance in the…
Added 7 mins ago
R
Assistant Branch Manager
RBC
Drummondville, QC
- Full-time
…and encourage collaboration across all roles. Further, you support the ongoing development of your team through consistent sales routines to ensure a high level of employee capability and…
Added 7 mins ago
R
Financing Specialist
RBC
Vancouver, BC
- Full-time
…commercial banking team with portfolio management and compliance support you will contribute to an exceptional client experience by providing superior business, financial and credit advice.…
Added 7 mins ago
R
Senior Manager, Risk and Controls
RBC
Toronto, ON · Vancouver, BC
- Full-time
…Risk Profile, Risk Appetite and be able to clearly communicate/support Senior Management and…
Added 7 mins ago
R
Branch Manager Advisor
RBC
Cardston, AB
- Full-time
Leaders who support your development through coaching and managing opportunities
Added 7 mins ago
R
Investment & Retirement Planning Assistant
RBC
Chilliwack, BC
- Part-time
As an Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by…
Added 7 mins ago
R
Financial Planner, Investment Retirement Planning
RBC
Vancouver, BC
- Full-time
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Added 7 mins ago
H
Manager Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…functionally within the portfolio and across the organization to support operations. The Manager will develop partnerships and work closely with system and community…
Added 7 mins ago
T
Site Reliability Engineer II
TD
Toronto, ON
- Full-time
Understand Non-Functional Requirements and the underlying application Architecture and technology stack, to ensure overall Performance coverage across various systems.
Added 7 mins ago
SL
Director, Global Brand and Consumer Insights
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 7 mins ago
SL
Digital Graphic Designer
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 7 mins ago
SL
AVP Market Strategy, Activation and Communications
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Calgary, AB · Sun Life Toronto One York
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 7 mins ago
MU
Assistant Professor (Tenure Track), Department of Pediatrics and Department of Epidemiology, Biostatistics and Occupational Health, Computational/Data Scientist in Child Health (L000651)
McGill University
Glen · MUHC-GLEN
- Full-time
…oncology/oncogenetics, artificial intelligence for decision support, wearable wireless monitoring and big data, infectious diseases, rare diseases, non-communicable diseases such as…
Added 7 mins ago
C
Eirene Enterprise Technical Change Champion
Citi
Mississauga, ON
- Full-time
2. Application Team Plan Validation & Technical Enablement
Added 7 mins ago
C
Assistant Manager
Cineplex
London, ON · SC London
- Part-time
We use AI-assisted tools to help us review applications and support parts of the recruitment process. However, every application is reviewed by our HR team, and all hiring decisions are…
Added 7 mins ago
C
Account Activity Fraud Agent (12 Month Contract)
CIBC
Halifax, NS
- Full-time
…including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based…
Added 7 mins ago
C
Banking Center Leader II
CIBC
Greater Napanee, ON · Napanee
- Full-time
…abilities. You have experience providing coaching and hands on support to meet team…

BMO

Client Service Assistant, BMO Nesbitt Burns (12-month contract)

Calgary, AB, Canada
GLENMO, Canada

$33,500.00 - $60,000.00 · Full-time

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Job details

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Nov 27, 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: Nov 9, 2026

Original job description

Application Deadline:

11/26/2026

Address:

4954 Richard Rd SW

Job Family Group:

Wealth Sales & Service

This role is as 12- month contract.

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.

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 role involves providing administrative support to Investment Advisors and managing day-to-day client requests, including money movement and account maintenance. Additionally, the assistant coordinates marketing initiatives and ensures all branch operations comply 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. Familiarity with wealth management operations, financial products, and industry-standard technology applications is highly desirable.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Financial reporting
Database management
Regulatory compliance
Risk management
Problem solving
Communication skills
Organizational skills
Team collaboration
Technology support
Account management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
BMO Nesbitt Burns
Investment advisor
Client services
Account opening
Money movement
Risk management framework
Compliance
Financial planning
Marketing
Social media
Database management
Stocks
Bonds
Mutual funds
Fee based products
Branch operations
Regulatory requirements
Client relationships
Investment needs

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