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Added 4 mins ago
SC
Full Time Front End Manager - Cloverdale/Quadra Store Victoria BC
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 4 mins ago
Casual Residence Worker, Mental Health (Aspen House Supported Living)
Connective
Mission, BC
Reports and is accountable to the Program Manager of the facility or their designate
Added 4 mins ago
TC
Health & Safety Manager
Trinity Consultants Canada
Terrace, BC
- Full-time
The Health & Safety Manager will be responsible for leading and advancing health and safety initiatives across a multidisciplinary environmental consulting organization in Canada. The role…
Added 4 mins ago
T
Financial Planner - Saint-Laurent, MTL
TD
Pointe-Claire, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 4 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Montreal, QC · Pointe-Claire, QC
- Full-time
…development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an…
Added 4 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Brossard, QC · Montreal, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
…development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an…
Added 4 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Blainville, QC · Laval, QC · Rouyn-Noranda, QC
- Full-time
…development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an…
Added 4 mins ago
GD
GARAGE - Operations Team Leader FT - Carrefour Angrignon
Groupe Dynamite, Inc Garage
Montreal, QC · LaSalle, Quebec
- Full-time
…everyone can feel fearless. With stores across North America and a community that’s always growing, we’re looking for team players who want to make their mark. If you’re ready to bring the…
Added 4 mins ago
MT
Manager, Office Services & Facilities
Miller Thomson LLP
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…provide the opportunity to influence the course of your career, community, and workplace with the support and backing of a national organization. While teamwork and collaboration are…
Added 4 mins ago
V
Business Development Representative (Engineering) - Toronto, ON
Victaulic
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We’re looking for a Business Development Representative to join our team in the GTA. Reporting to the Engineering Solutions Manager, you’ll play a crucial role in driving growth and…
Added 4 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 4 mins ago
FB
Assistant Department Manager - Kingston
Farm Boy Inc.
Kingston, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 4 mins ago
ON
Assistant Manager - Village at Park Royal
Old Navy
BC · West Vancouver, BC
- Full-time
We opened our first store in 1994 in San Francisco and have been on a roll ever since. We cultivate a community of playful personalities that thrive in a fast-paced environment where our…
Added 4 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
Stoney Creek, NB
- Full-time
Coordinate and participate in promotional and networking events (e.g., customer fly-ins, open houses, recruitment events) to strengthen community presence and business growth.
Added 18 mins ago
C
Senior Consultant, Control Optimization & Analytics
CIBC
Toronto, ON
- Full-time
…continuously improve analytics capabilities and services. The Sr. Manager is expected to lead design and development of key analytics projects, and will assist the execution and delivery of…
Added 19 mins ago
Senior Product Analyst - EA Sports FC
Electronic Arts
Vancouver, BC
…around the world. Here, everyone is part of the story. Part of a community that connects across the globe. A place where creativity thrives, new perspectives are invited, and ideas matter.…
Added 19 mins ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 19 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
ON · Stoney Creek, ON
- Full-time
Coordinate and participate in promotional and networking events (e.g., customer fly-ins, open houses, recruitment events) to strengthen community presence and business growth.
Added 19 mins ago
Intermediate Civil Structural Engineer (Contract)
Trans Mountain
Calgary, AB
Added 19 mins ago
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Lajord
Take on the responsibility of a community leader with Canada Post. The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal…
Added 19 mins ago
Client Service Assistant
The Canada Life Assurance Company
Toronto, ON
…days per week in the office to support team collaboration and business…
Added 33 mins ago
W
Directeur - Ventes / Manager - Sales
Wesco
Pointe-Claire, QC
- Full-time
As a Manager – Sales, you will provide strategic direction and progressive leadership to achieve sales and profit goals within a region, specific line(s) of business or channels. You will…
Added 33 mins ago
ES
Project Coordinator
ENTRUST Solutions Group
AB · Calgary, AB
- Full-time
Coordinate with project engineers, subcontractors, and other business units
Added 33 mins ago
FS
Responsable du Marketing / Marketing Manager
Four Seasons Hotels and Resorts
Montreal, QC · Four Seasons Montreal
- Full-time
Added 33 mins ago
Environmental & Sustainability Engineer
Molson Coors
Toronto, ON
…understand impacts of pending regulation, and enhance Molson Coors community reputation. You will coach others to drive plant engagement in environmental and regulatory compliance and…

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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