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Added 14 mins ago
LL
Location Manager | March Break & Summer 2027 (Verdun)
Laurus Lifestyles
Montreal, QC
- Full-time
Laurus Summer Camp is looking for an experienced and enthusiastic Location Manager to lead one of our camp locations during March Break 2027, from March 1 to March 5, with the possibility…
Added 14 mins ago
LL
Location Coordinator | March Break & Summer 2027 (Verdun)
Laurus Lifestyles
Montreal, QC
- Full-time
Working closely with the Location Manager, Director of Operations, and Inventory Coordinator, the Location Coordinator supports camp staff, coordinates the delivery of activities, and helps…
Added 14 mins ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
…candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 14 mins ago
TB
Senior Accountant - Treasury
The Beer Store
Bolton, ON
- Full-time
We are currently searching for a Senior Accountant - Treasury, reporting to the Senior Manager, Treasury, Pension, Tax & Shared Services. This vacancy is a full-time, permanent opportunity.…
Added 14 mins ago
T
Manager, Advice Center Coaching Design & Leader Enablement
TD
Toronto, ON
- Full-time
…candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 14 mins ago
AI
Manager, Marketing - AGF Capital Partners
AGF Investments
Toronto, ON
- Full-time
Reporting to the Director, Marketing for AGF Capital Partners, the Manager, Marketing will lead marketing and investor communications for our affiliate businesses.
Added 14 mins ago
R
Senior Manager, Procurement Platforms & Enablement
Raise
Toronto, ON
- Full-time
Location: Toronto, ON - Hybrid - (2-3 days per week. In-office day Wednesday and Thursday, as well as 4th Friday of every month. *Subject to change according to business needs)
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T
Actuarial Analyst I
TD
Toronto, ON
- Full-time
…candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 14 mins ago
IB
Manager, Business Development
International Business University
Toronto, ON
- Full-time
Join one of Canada's fastest-growing universities as our Manager, Business Development, where you will develop and activate strategic partnerships across the Greater Toronto Area (GTA)…
Added 14 mins ago
DÉ
Inside Salesperson | Vendeur interne (Entrepreneurs)-EN
Dubo Électrique
Quebec, QC
- Full-time
Reporting to the Business Center Manager, the Inside Salesperson is expected to interact with customers by taking their orders, answering price inquiries, providing technical information…
Added 14 mins ago
Technical Documentation Manager
Tigercat | MacDonald Steel
Brantford, ON
We are seeking a Technical Publications Manager to lead and evolve our technical documentation function. This role combines technical understanding, strategic planning, process improvement,…
Added 14 mins ago
VS
Senior Manager, Solutions Services
Vena Solutions
Remote, Canada
- $150,110 to $203,090 CAD / year
- Full-time
- Remote
As Senior Manager, Solutions Services at Vena, you will be responsible for providing strategic direction in the development and growth of the service sales and scoping function within the…
Added 14 mins ago
Restaurant Manager
Northland Properties
Cranbrook, BC
As a Restaurant Manager, you will be supporting the General Manager in overall restaurant operations, execution, management of staff, controllable profit plan achievement, guest count…
Added 14 mins ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Edmonton, AB
- $17.55 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 14 mins ago
T
Manager, Investments - Tangerine
Tangerine
Toronto, ON
- Full-time
The Manager of Tangerine Investments reports directly to the Director, Investment & Deposit Front Line Sales and will lead a team of Investment Fund Associates. The Manager is responsible…
Added 14 mins ago
C
Part-Time Manager - Rideau Centre
Claire's
Ottawa, ON
- $17 to $19 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 14 mins ago
C
Sales Associate
Claire's
Mississauga, ON
- $17 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 14 mins ago
LL
Location Manager | March Break & Summer 2027 (Laval)
Laurus Lifestyles
Laval, QC
- Full-time
Laurus Summer Camp is looking for an experienced and enthusiastic Location Manager to lead one of our camp locations during March Break 2027, from March 1 to March 5, with the possibility…
Added 14 mins ago
LL
Location Coordinator | March Break & Summer 2027 (Laval)
Laurus Lifestyles
Laval, QC
- Full-time
Working closely with the Location Manager, Director of Operations, and Inventory Coordinator, the Location Coordinator supports camp staff, coordinates the delivery of activities, and helps…
Added 14 mins ago
LL
Location Coordinator | March Break & Summer 2027 (NDG)
Laurus Lifestyles
Montreal, QC
- Full-time
Working closely with the Location Manager, Director of Operations, and Inventory Coordinator, the Location Coordinator supports camp staff, coordinates the delivery of activities, and helps…
Added 14 mins ago
P
Security System Configuration Specialist / Spécialiste en configuration de systèmes de sécurité électronique (CS007)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 14 mins ago
LL
Location Coordinator | March Break & Summer 2027 (Rosemère)
Laurus Lifestyles
Rosemère, QC
- Full-time
Working closely with the Location Manager, Director of Operations, and Inventory Coordinator, the Location Coordinator supports camp staff, coordinates the delivery of activities, and helps…
Added 14 mins ago
LL
Location manager - March break camp 2027 (Downtown)
Laurus Lifestyles
Montreal, QC
- Full-time
Laurus Summer Camp is looking for an experienced and enthusiastic Location Manager to lead one of our camp locations during March Break 2027, from March 1 to March 5.
Added 14 mins ago
T
Bilingual (Englis/French) Contact Center Rep II
TD
Markham, ON
- Full-time
…candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 14 mins ago
C
Part-Time Manager
Claire's
Markham, ON
- $17 to $18 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.

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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