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Added 15 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Val-d'Or, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 15 mins ago
FOH Management - Assistant General Manager
Northland Properties
Cranbrook, BC
Added 15 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Bromont, QC
- Full-time
Added 15 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Beloeil, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 30 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 30 mins ago
NU
Assistant Teaching Professor
Northeastern University
Vancouver, BC
- Full-time
…well as professional development. The position is a full-time, assistant rank, non-tenure track, renewable…
Added 44 mins ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
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…
Added 44 mins ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
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…
Added 1 hour ago
O&
Assistant Manager, Restaurants - Canoe
Oliver & Bonacini
Toronto, ON
- Full-time
We are seeking an Assistant Restaurant Manager who is passionate about hospitality, thrives in a professional, high-standard environment, and is eager to grow within one of Canada’s most…
Added 1 hour ago
CB
Sales Assistant
COBS Bread
Prince George, BC
- Part-time
…experience. Right now, we are looking for personable Sales Assistant to share their enthusiasm for all things fluffy and sweet with our loyal customers. No experience necessary- just the…
Added 1 hour ago
G
Business Development & Proposal Manager
GFT.
Toronto, ON
- Full-time
May manage one or more assistant proposal specialists/proposal specialists on a day-to-day basis. Responsibilities includes assignment of tasks to appropriate team member and review of work…
Added 1 hour ago
HP
Sales Assistant (12 month Contract) (Toronto Hybrid)
HarperCollins Publishers
Toronto, ON
- Other
Sales Assistant, reporting to the Sales Manager, will provide support for the sales department including line managers and sales representatives and general sales department support. Duties…
Added 1 hour ago
CB
Sales Assistant
COBS Bread
Prince George, BC
- Part-time
…experience. Right now, we are looking for personable Sales Assistant to share their enthusiasm for all things fluffy and sweet with our loyal customers. No experience necessary- just the…
Added 2 hours ago
BV
JUNIOR ASSISTANT MANAGER
Bikini Village
L'étang-du-nord, QC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 2 hours ago
BV
ASSISTANT MANAGER
Bikini Village
Victoria, BC
- Full-time
Added 2 hours ago
BV
ASSISTANT MANAGER
Bikini Village
Bromont, QC
- Full-time
Added 2 hours ago
CT
Social Media Consultant
Canadian Tire Corporation
Toronto, ON
- Full-time
Support the Social Media Assistant Manager in executing strategic plans for organic social content on both CTR and HBC social channels, collaborating with internal teams and agencies to…
Added 2 hours ago
HI
Gestionnaire de portefeuille - Risques complexes
HUB International
Montreal, QC · Brossard, QC
- Full-time
…affaires. Il.elle bénéficie également de l'appui d’une équipe marketing chevronnée pour la mise en marché des dossiers…
Added 2 hours ago
K
Associate Store Manager - Halifax
Knix
Halifax, NS
- $63,200 to $70,200 CAD / year
- Full-time
…environment. Coaching and developing people energizes you! You empower Assistant Managers, Key Leads, and Sales Associates to grow, perform, and succeed together. At your core, you’re a…
Added 2 hours ago
M
Spécialiste, Gestion des circulaires - Flyer Management Specialist (contrat 5 mois)
McKesson
Montreal, QC · Mississauga, ON
- Full-time
Faire le suivi des projets et travailler en étroite collaboration avec l’équipe de TC Média et l’équipe du marketing;
Added 2 hours ago
MU
Teaching Assistant - MGCR 352
McGill University
Montreal, QC · Bronfman Building
- Part-time
Added 2 hours ago
TI
Marketing, Communications & Content Creation Assistant
The International Academy of Anti-Aging Medicine
AB · Edmonton, AB
- Full-time
We are seeking a creative and motivated Marketing, Communications & Content Creation Assistant to support our marketing and digital communications initiatives. This position may lead to a…
Added 3 hours ago
AR
Assistant General Manager
Algonquin Resort
Ottawa, ON
- Full-time
The Assistant General Manager is primarily responsible for the operations of the front office department, while supporting the General Manager in the day-to-day operation of all…
Added 3 hours ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Saskatoon, SK
Added 3 hours ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Beloeil, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.

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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