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Added 42 mins ago
N&
We're Hiring! Legal Administrative Assistants (Entry Level)
North & Company LLP Law Offices
Lethbridge, AB
- Full-time
Reception & Client Service: Provide reception coverage as needed, answer incoming calls, greet clients, and direct inquiries to the appropriate team members.
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
MC
Chiropractic Office Assistant / Office Manager
Millennium Chiropractic Centre
Calgary, AB
- Part-time
The Chiropractic Assistant is an essential member of our wellness team. In this role, you’ll help maintain a smooth, welcoming, and healing environment by supporting both the clinical and…
Added 2 hours ago
Assistant Operating Engineer
Public Service Delivery
Portage la Prairie, MB
Must have a full valid 5th Class Driver's licence in good standing
Added 2 hours ago
Executive Legal Officer
Manitoba Justice
Winnipeg, MB
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
PI
Administrative Assistant
Prosper Immigration Inc.
Surrey, BC
- $20 to $24 CAD / hour
- Full-time
…standards of accuracy, confidentiality, professionalism, and client service. As our operations continue to grow, we are seeking a motivated and highly organized Administrative Assistant to…
Added 2 hours ago
DL
Associate Lawyer
Dinsley Litigation
Maple Ridge, BC
- Full-time
Your own legal assistant: Dedicated administrative support so you can focus on client service, advocacy, and developing your practice.
Added 3 hours ago
OC
Student, CLC Fitness
Olds College of Agriculture & Technology
Olds, AB
- $15.45 to $16.48 CAD / hour
- Part-time
The successful candidate must have current First Aid/CPR · Able to work evening, weekend and early morning shifts
Added 3 hours ago
S
Operations Consultant - Full Time
sephora.com
Saint John, NB
- $17.65 to $22.05 CAD / hour
- Full-time
1-2 years of retail/client service industry experience, preferably in a stockroom capacity.
Added 4 hours ago
M
Senior Administrative Assistant
MNP
Langley (District), BC · Langley, BC
- Full-time
Strong client service focus in dealing with both external and internal clients
Added 4 hours ago
ML
Executive Assistant
MAC LLP
Elmira, ON
- Contract
We are excited to welcome a high performing Executive Assistant to our amazing team. Working primarily from our Elmira location, this is an 18-month contract opportunity with the strong…
Added 4 hours ago
IH
Administrative Services Assistant | Public Health
Interior Health Authority
Penticton, BC
- Full-time
The Penticton Health Centre has an exciting opportunity for a casual Administrative Services Assistant to join their Public Health team!
Added 5 hours ago
HC
HomeWell Care Services Care Coordinator and Caregiver
HomeWell Care Services
Springdale, NB
- Full-time
Support billing, payroll, and client service requests as needed
Added 5 hours ago
LH
Kinesiologist / Physiotherapy Assistant
Lifemark Health Group
Toronto, ON
- $19.99 to $29.32 CAD / hour
- Part-time
…Canadians through movement. While physiotherapy remains a core service, Kinesiology is integral in promoting our clients’ healing and improving recovery time. We believe when you move…
Added 5 hours ago
IR
Family Law Clerk
Impact Recruitment
ON · Ontario, Canada
- Full-time
…practitioner and taking ownership of legal file management, client-facing administration, and day-to-day office…
Added 6 hours ago
GO
Assistant Operating Engineer
Government of Manitoba
Portage la Prairie, MB
- Full-time
Must have a full valid 5th Class Driver's licence in good standing
Added 6 hours ago
GO
Executive Legal Officer
Government of Manitoba
Winnipeg, MB
- Full-time
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 6 hours ago
F
SMB / Mid-Market Account Manager
Feathery
Remote, Canada
- Full-time
- Remote
At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during…
Added 6 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 6 hours 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 hours ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
…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…
Added 7 hours ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
…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…
Added 7 hours ago
NC
Veterinary Assistant
NVA Canada
Aurora, ON
- Full-time
We’re looking for a motivated, compassionate, and dependable Veterinary Assistant who is also interested in being cross-trained in client care and reception.
Added 7 hours ago
RH
Executive Assistant (with Office Operations)
Robert Half
Calgary, AB
- Full-time
We are seeking a highly experienced and discreet Executive Assistant (5+ years) to support a senior executive at a global professional services firm. This role is primarily executive…

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

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