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Added 11 mins ago
T
KYC Senoir Manager
TEKsystems
Toronto, ON
- $60 to $70 CAD / hour
- Contract
We are seeking an experienced KYC Operations leader to oversee end-to-end KYC delivery within Capital Markets, including New-to-Bank onboarding, periodic reviews, client outreach, and…
Added 11 mins ago
CA
Sales Support Specialist
Centurion Associates Inc
Toronto, ON
- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 11 mins ago
BI
Bilingual Client Service Associate
BMO Insurance
Toronto, ON
- Full-time
Supports the development of tools and delivery of training focused on delivering business.
Added 26 mins ago
Manager, Global Benefits
Geotab
Canada
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 41 mins ago
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Strategic Accounts Manager
SaskTel
SK · Saskatchewan, Canada
- Full-time
SaskTel is on the lookout for a Strategic Account Manager to join our Corporate & Mid-Market Business Sales team!
Added 41 mins ago
FC
Senior Director
Fedcap Canada
Hamilton, ON
- $160,000 to $185,000 CAD / year
- Full-time
Fedcap Canada plays an integral role in Ontario's Employment Services Transformation as a Service System Manager (SSM). Working in partnership with Service Providers, employers, government…
Added 41 mins ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
…professionals with relevant prior experience. As an Engagement Manager, you will lead project teams in both post-deal value creation efforts and pricing/GTM due diligence activities.…
Added 41 mins ago
PB
Strategic Finance Manager
Pacific Blue Cross
Burnaby, BC
- Full-time
At Pacific Blue Cross, we're committed to improving the health and wellbeing of British Columbians. As our Strategic Finance Manager, you will play a critical role in shaping the financial…
Added 41 mins ago
PC
Private Tax Manager
PwC Canada
Ottawa, ON
- Full-time
As a Private Tax Manager, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency.…
Added 41 mins ago
National Account Manager (Ontario)
Kandor
Mississauga, ON
Guardteck is looking for a National Account Manager to own our most significant national retail relationships across Canada. This is a senior, Toronto-based role with a high executive…
Added 41 mins ago
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Human Resources Advisor
Simpcw Resources Group
Kamloops 1, BC
- Full-time
Reporting to the Human Resources Manager, the Human Resources Advisor is responsible for providing operational HR leadership and day-to-day support across assigned business units. This role…
Added 41 mins ago
SI
Payroll Manager
Swissport International AG
Montreal, QC · St Laurent, Quebec
- Full-time
We are seeking an experienced Payroll Manager to lead our payroll operations at our Dorval head office, overseeing payroll services for more than 2,000 employees across Canada. Reporting to…
Added 1 hour ago
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Senior Tax Manager - Customer Tax Operations and Reporting (FATCA/CRS) - Toronto
EY
Toronto, ON
- Full-time
As a Senior Tax Manager, you will participate in and supervise multiple and challenging tax consulting engagements and contribute to the delivery of innovative tax compliance support for…
Added 1 hour ago
FR
Operations Coordinator - Client Service Administration and Process Support
Fitch Ratings
Toronto, ON
- $45,000 to $55,000 CAD / year
- Full-time
Experience coordinating with multiple vendors and internal teams to resolve operational issues, including exam delivery providers, finance, client service, compliance or regulatory…
Added 1 hour ago
Data Strategy & Data Enabled Solutions - Senior Manager or Associate Director
EY
Toronto, ON
EY’s Canada Tax & Law Technology Group (CTTG) is seeking an experienced Associate Director / Senior Manager, Data Strategy & Data-Enabled Solutions to help define and scale our data…
Added 1 hour ago
SC
SAP Senior Project Manager - Northeast-Canada Market Unit
SAP Careers
Toronto, ON
- $190,000 to $240,000 CAD / year
- Full-time
Proven expertise governing complex programs on a scale, with full ownership of quality, cost, and delivery.
Added 1 hour ago
MC
Senior Project Manager Delivery Manager, Financial Services Technology (36213)
Myticas Consulting
Toronto, ON
- Contract
Myticas Consulting is seeking an experienced Project Manager / Delivery Manager to support a large-scale technology implementation within a major financial services organization. This is a…
Added 1 hour 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 1 hour ago
R
Senior Manager, Procurement Platforms & Enablement
Raise
Toronto, ON
- Full-time
We at Raise are hiring a Senior Manager, Procurement Platforms & Enablement for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team…
Added 1 hour ago
PA
Fleet Manager
PAL Aviation Services
St. John's, NL
- Full-time
PAL Aviation Services is currently seeking a full-time Fleet Manager to join our team in St. John's, NL.
Added 1 hour 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 1 hour ago
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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 1 hour ago
OP
Senior Financial Analyst
Ottawa Police Service
Ottawa, ON
- Full-time
Reporting to the Manager of Financial Planning, the Senior Financial Analyst provides analytical resources to OPS including:
Added 1 hour ago
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Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
…high-performing on-site infrastructure with cutting-edge remote delivery models, providing support across 300 languages and dialects. Consistently recognized in Fortune Magazine's Top 25…
Added 1 hour ago
UO
Financial Analyst, Research Accounting
University of Calgary
Calgary, AB
- Full-time
The Analyst, Research Accounting reports to the Manager, Research Accounting, and plays an important role in the delivery of Research Accounting Finance support to stakeholders across…

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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