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Added 3 hours ago
Branch Operations Manager
Sherwin-Williams
Sudbury, ON
Must have a valid, unrestricted Driver’s License · Must have at least High School diploma or a Certificate of Adult Education Completion (CAEC)
Added 5 hours ago
GC
GMS Canada / Home Depot Account Manager
GMS Canada
AB · Corporate ON (CAN)
- Full-time
Working closely with GMS purchasing, operations, sales, finance, branch leadership, and the THD team, the Account Manager will ensure customer requirements are clearly communicated and…
Added 6 hours ago
L
Financial Service Representative - LendDirect Office 1586
LendDirect
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 6 hours ago
R
Branch Manager, College & Bathurst Branch
RBC
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 7 hours ago
MC
Conseiller(ère) en vente - Sales Consultant
Mobilia Canada
Montreal, QC
- Full-time
Reporting to the Branch Manager, the Sales Consultant will demonstrate ambition and entrepreneurship, allowing him/her to perform in a competitive and dynamic environment. He/she will guide…
Added 7 hours ago
AF
Financial Service Representative - LendDirect Office 1586
Attain Finance
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 7 hours ago
R
Assistant Branch Manager
RBC
Drummondville, QC
- 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 7 hours ago
R
Branch Manager Advisor
RBC
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 8 hours ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
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…
Added 8 hours ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
…provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations…
Added 8 hours ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
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…
Added 8 hours ago
W
Associate Manager - Customer Service North America
Wesco
Grande Prairie, AB
- Full-time
As Associate Manager - Customer Service North America, you will be responsible for managing sales operational activities to ensure customer service levels are met or exceeded, with a focus…
Added 8 hours ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Aylmer, ON
- $45,000 to $49,000 CAD / year
- Part-time
…be accountable for a variety of support functions within the…
Added 8 hours ago
R
Banking Advisor
RBC
Pincher Creek, AB
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 8 hours ago
B
Branch Ops Manager
BMO
London, ON · LON
- Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 8 hours ago
B
Personal Banker
BMO
Markham, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Customer Service Representative
BMO
Campbellford, ON
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Customer Service Representative
BMO
Cobourg, ON
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Branch Operations Manager
BMO
Saint John, NB · Fredericton, NB · CHIP
- Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 9 hours ago
V
Financial Services Representative (BCGEU) - Burnaby Heights
Vancity
Burnaby, BC
- Part-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 9 hours ago
R
Client Advisor
RBC
Stonewall, MB
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 9 hours ago
SG
National Account Performance & Compliance Manager
Schindler Group
Toronto, ON
- Full-time
The National Accounts Operations & Performance Manager is responsible for supporting the execution, performance, and ongoing success of National and Key Account programs. This role works…
Added 9 hours ago
V
Financial Services Representative (BCGEU) - Burnaby Heights
Vancity
Burnaby, BC
- Part-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 9 hours ago
B
Mortgage Specialist
BMO
Calgary, AB
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 9 hours ago
B
Customer Service Representative
BMO
Timmins, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…

BMO

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

Calgary, AB, Canada
GLENMO, Canada

$33,500.00 - $60,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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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Work requirements

Jobs in Canada