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Added 7 mins ago
C
Senior Corporate Development Coordinator
Co-operators
Guelph, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 22 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
…join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team…
Added 36 mins ago
TD
DZ Driver [Groundperson / Arborist]
The Davey Tree Expert Company
Ottawa, ON
- Full-time
The Davey Tree Expert Company of Canada, Limited, is committed to scientifically based horticultural and environmental services with outstanding client service. The Davey Tree Expert…
Added 36 mins ago
TD
Groundperson [Arborist Assistant]
The Davey Tree Expert Company
Burlington, ON
- Full-time
The Davey Tree Expert Company of Canada, Limited, is committed to scientifically based horticultural and environmental services with outstanding client service. The Davey Tree Expert…
Added 36 mins ago
TD
DZ Driver [Groundperson / Arborist]
The Davey Tree Expert Company
Hamilton, ON
- Full-time
The Davey Tree Expert Company of Canada, Limited, is committed to scientifically based horticultural and environmental services with outstanding client service. The Davey Tree Expert…
Added 1 hour ago
Student Services Assistant
University of Toronto
Toronto, ON
Working as part of a collaborative team, the Student Services Assistant provides friendly, knowledgeable, and timely service. Together with the rest of the Registrar's Office, the Student…
Added 1 hour ago
E
Administrative Assistant (Entry Level)
EvertzAV
Burlington, ON
- Internship
We are seeking a reliable, organized, and proactive Administrative Assistant to join our team. Administrators are vital to the success of our business model, playing a key role in both…
Added 1 hour ago
LS
Bilingual Legal Assistant - Permanent - 19234
LRO Staffing
Ottawa, ON
- Full-time
Our client is a law firm located in downtown Ottawa. They are looking for an experienced and fluently bilingual Legal Assistant to join their team on a full-time, permanent basis.
Added 1 hour ago
CI
Therapy Assistant (2026-1230)
Carewest Innovative Healthcare
Calgary, AB
- Full-time
- Temporary
This position works as part of the therapy team to contribute to the client’s quality of life by providing appropriate interventions to maximize safety, functional independence, leisure…
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Sherbrooke, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
J
Property Administrator
JLL
Toronto, ON
- Full-time
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best,…
Added 2 hours ago
VC
Nursing Unit Assistant (NUA) - Ambulatory Care
Vancouver Coastal Health
Sechelt, BC
- $30.03 CAD / hour
- Temporary
Within the context of a client and family centred model of care, and in accordance with the established vision and values of the organization, works in a team based environment and performs…
Added 2 hours ago
R
Administrative Assistant
RBC
Toronto, ON
- Part-time
…join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team…
Added 2 hours ago
QM
Adjoint(e) de direction / Executive Assistant
Quantum Management Services Ltd.
Montreal, QC
- $85,000 to $90,000 USD / year
- Full-time
They are seeking an Executive Assistant to join their growing Montreal team. This is far more than a traditional administrative support role. You'll become a trusted business partner to…
Added 2 hours ago
Pharmacy Assistant, L2
CareRx
Lethbridge, AB
At CareRx, we are shaping the future of senior care through pharmacy services that make a real difference. As Canada’s trusted leader in specialty pharmacy services for long-term care,…
Added 2 hours ago
RD
Administrative Assistant
RBC Dominion Securities
Toronto, ON
- Part-time
…join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team…
Added 2 hours ago
Assistant Manager, Trade Support, Stock Loan Middle Office (GWO)
Scotiabank
Toronto, ON
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 2 hours ago
Client Service Assistant
The Canada Life Assurance Company
Toronto, ON
As a Customer Service Assistant, you will play an important role in supporting the administration of Group Retirement Plans, including RRSP, RPP, DPSP, and Investment Only plans. Working…
Added 3 hours ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we…
Added 3 hours ago
SB
Flight Coordination Specialist
Skyservice Business Aviation
Calgary, AB · Mississauga, ON
- Full-time
…charter, maintenance, and sales from our fixed-based operator services across Canada and the United States. People and values are inseparable assets that fuel our commitment to Quality,…
Added 3 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
TS
Front Line Worker (Full Time – Contract)
The Salvation Army Canada and Bermuda Territory
Toronto, ON · THHS - Maxwell Meighen Centre
- Full-time
…and recording of prescribed medication, as requested by the…
Added 3 hours ago
TS
Front Line Worker (Part-Time – Contract)
The Salvation Army Canada and Bermuda Territory
Toronto, ON · THHS - Maxwell Meighen Centre
- Part-time
…and recording of prescribed medication, as requested by the…
Added 3 hours ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…

BMO

Client Service Assistant, BMO Nesbitt Burns

Calgary, AB, Canada
CALG, 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 20, 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: Oct 29, 2026

Original job description

Application Deadline:

11/19/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth 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.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive additional monthly discretionary bonus. The overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: .5X

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 Client Service Assistant provides administrative support to Investment Advisors and manages day-to-day client inquiries and account operations. They also coordinate marketing activities and ensure compliance 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 preferred.

Skills

Client service
Administrative support
Wealth management
Investment knowledge
Relationship management
Data management
Communication skills
Problem solving
Regulatory compliance
Financial reporting
Marketing coordination
Team collaboration
Risk management
Account administration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisory
Client services
Account administration
Compliance
Risk management
Financial planning
Marketing
Database management
Stocks
Bonds
Mutual funds
Fee-based products
Wire transfers
Client relationships
Branch operations
Regulatory requirements
Data analysis

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