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Added 10 mins ago
P
Peloton Expert (Part-Time) - Sherway Gardens Etobicoke
Peloton
Toronto, ON
- Part-time
As a Peloton Expert, you are passionate about fitness, technology, and all things Peloton. Reporting to a Store Manager, you provide excellent in-store experiences and sales support within…
Added 10 mins ago
AL
Assistant Property Manager
Avenue Living Residential
Saskatoon, SK
- Full-time
By focusing on leadership excellence, employee engagement, and quality service- combined with a continuous improvement mindset, we give you the green light to create meaningful connections…
Added 10 mins ago
SD
Front Store Manager, Salaried Full Time Day Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 10 mins ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Hamilton, ON
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 10 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- 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 10 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- 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 10 mins ago
A
Senior Technical Account Manager
Airbyte
Remote, Canada
- $185,000 to $222,000 CAD / year
- Full-time
- Remote
We’re built on open source because we believe companies should have full control over their data. A community of 27K members helps shape what we build, and we’re backed by $181M from…
Added 10 mins ago
CC
Retail Shift Leader
Canna Cabana
Ottawa, ON · Rideau, Ottawa, ON
- $19 to $21 CAD / hour
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 10 mins ago
S
Scale Desk Administrator
SECURE
Fox Creek, AB
- Other
As Scale Desk Administrator, you will provide administrative support to the Landfill Operators and Facility Manager while supporting the day-to-day operations of the facility. You will be a…
Added 25 mins ago
Produce - Clerk Department Second Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Elmsdale, NS
Provide customers with friendly and professional service. Fulfill duties for all areas of the Produce Department. Supervise the Produce Department and staff in the absence of the Manager.…
Added 25 mins ago
SI
Food-Beverage Manager - 1 FT
Saskatchewan Indian Gaming Authority
Prince Albert, SK
- Full-time
…including the restaurant, kitchen, and gaming floor beverage service (as well as show lounge, sandwich deli and/or Multi-Purpose Room, if applicable). Providing effective management of up…
Added 25 mins ago
G Licence Truck Driver
Diabetes Canada / National Diabetes Trust
Newmarket, ON
The National Diabetes Trust is Canada’s largest charitable clothing and small household good collection service. With more than 5,000 donations bins and an active home pick-up service in…
Added 25 mins ago
PERSONAL SUPPORT WORKER
Southbridge Healthcare LP
Trent Hills, ON
Assists with meal service and nourishment delivery to residents and provides feeding assistance as required.
Added 25 mins ago
R
Service Specialist, Operations II
RBC
Toronto, ON
- Full-time
…addition, incumbent provides analysis, processing, and customer service support for manual, exception-based complex and/or highly specialized Operation’s processes. Incumbent will review,…
Added 25 mins ago
F
Fairgrounds Public Racket Club - Experience Creator
Fairgrounds
Toronto, ON
- $18 to $20 CAD / hour
- Part-time
Working closely with the Site Manager, you’ll help maintain daily operations, foster community, and uphold the energy and service standards that define the Fairgrounds experience. This role…
Added 25 mins ago
SH
General Duty Sonographer - Diagnostic Imaging - Repost
Shared Health-Soins Communs
Steinbach, MB
- Full-time
Under the general supervision of the Manager, Charge Technologist or designate, the General Duty Sonographer performs ultrasound services as defined at regional and local levels and as…
Added 25 mins ago
NF
Grocery Department Manager Full Time Day
No Frills
Paradise, NL
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 25 mins ago
HR
Front Office Manager
Hyatt Regency
Vancouver, BC
- Full-time
Hyatt Regency Vancouver is seeking a dedicated, experienced, customer service oriented professional to join the Rooms division as Front Office Manager.
Added 40 mins ago
PV
Store Assistant Manager (H)
Pet Valu
Chetwynd, BC
- Full-time
As an Assistant Store Manager you will coach and develop your store team to deliver world class service to all customers and help Pet Parents find the right nutrition and other solutions…
Added 40 mins ago
PV
District Manager - AB South
Pet Valu
AB · HOME - Alberta
- Full-time
Regularly monitor customer service model within stores to ensure all staff interact with customers in a professional manner; Resolve serious customer complaints and/or where the manager…
Added 40 mins ago
PV
Store Manager
Pet Valu
Chetwynd, BC
- Full-time
As a Store Manager you will coach and develop your store team to deliver world class service to all customers and help Pet Parents find the right nutrition and other solutions for their…
Added 40 mins ago
Career Advisor
SAIT
Calgary, AB
Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 40 mins ago
CO
Project Facilitator
City of Delta
Vancouver, BC · City Hall, British Columbia
- Full-time
- Temporary
…development applications for building permits. Reporting to the Manager of Priority Projects, you will coordinate application timelines, facilitate communication between internal review…
Added 40 mins ago
T
Senior Personal Banker Trainee - Home Borrowing
TD
Brampton, ON
- Full-time
…portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer…
Added 40 mins ago
NC
Junior Solutions Architect (2 positions)
NAV CANADA
Ottawa, ON
- Full-time
Degree from a recognized university or community college with an acceptable specialization in computer science, information technology, engineering, or an acceptable combination of…

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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