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Added 11 mins ago
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Corporate Services Assistant
voestalpine
Richmond, BC
- $22 to $25 CAD / hour
- Full-time
Reporting to the Manager, Marketing Communications, the Corporate Services Assistant provides operational and administrative support for Marketing Operations, Internal Communications,…
Added 11 mins ago
R
Financing Specialist
RBC
Langley (District), BC · Vancouver, BC
- Full-time
…Relationship Team, and strategic partner to the Commercial Account Manager, managing the credit process will enable enhanced client-facing…
Added 11 mins ago
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Information Technology - Senior Technical Product Manager/Product Manager, Omni Technology
Aritzia
Vancouver, BC
- Full-time
…experiences across every channel. As the Senior Technical Product Manager / Technical Product Manager, you will support with shaping and delivering on the order management services…
Added 11 mins ago
A
Impact - Senior Manager/Manager, Climate Action
Aritzia
Vancouver, BC
- Full-time
…sustainability of our business practices and supply chain. As the Senior Manager / Manager, Sustainability Strategy, Decarbonization, you will support with developing and executing…
Added 11 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 11 mins ago
TC
Specialist, Travel Media Relations
Tourism Calgary
Calgary, AB
- Full-time
Reporting to the Travel Media Manager, the Specialist, Travel Media Relations is responsible for maximizing earned travel media opportunities in established priority markets, building…
Added 11 mins ago
DC
Career Coach – Youth
Douglas College
New Westminster, BC
- Full-time
Represent the Cloverdale WorkBC Centre through participation in community events, such as career fairs, community days, and other special events;
Added 25 mins ago
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Operations Coordinator, Advancing Health
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Vancouver, BC
- Temporary
Ability to coordinate meetings, events, projects, and operational activities effectively.
Added 41 mins ago
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Bilingual Social Media Officer
Altis
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- Full-time
You'll develop and manage a social media content calendar aligned with organizational campaigns, events and priorities.
Added 41 mins ago
MT
Office Administrator – Hamilton
Maven Takapuna
Hamilton, ON
- Internship
…manage all aspects of administration for our Waikato Regional Manager / Hamilton office. This role is currently 30 hours per week though there is some flexibility in terms of the number of…
Added 41 mins ago
BF
Program Manager, Client Solutions & Delivery - Agrotech
Business France North America
Toronto, ON
- Full-time
…Houston). Working closely together, we organize promotional events, accelerators, French pavilions, or directly work with entrepreneurs in the most promising markets. Join us…
Added 41 mins ago
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Junior Accountant
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Toronto, ON
- Contract
publications and events in the international media & entertainment sector. Our portfolio includes
Added 41 mins ago
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Mental Health Group Facilitator - Temporary Part-Time
VHA Home HealthCare
Toronto, ON
- Part-time
Communicate with program supervisor and Manager regarding participant needs, group progress, and any emerging challenges.
Added 41 mins ago
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Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
Actively participate in community groups and events to raise FirstOntario's visibility and grow your book of business.
Added 41 mins ago
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Security Guard - Full Time - Cold Lake
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Cold Lake, AB
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Perform additional tasks as assigned by the Alberta Supports site manager.
Added 41 mins ago
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Career Advisor
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
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 56 mins ago
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13619 - Settlement Program Coordinator
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Vancouver, BC
- Full-time
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Participates in internal and external meetings, agency events, and training sessions as approved by the Senior Settlement Manager
Added 56 mins ago
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Property Manager - Glenhart Views
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Courtenay, BC
- Full-time
Being a Property Manager is like running a small community, it is not just a job, but a lifestyle dedicated to bettering people’s lives! As a Property Manager, you get to give people a safe…
Added 56 mins ago
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Territory Manager
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- Full-time
Brandt Tractor Ltd is currently seeking a Territory Manager for our Regina location.
Added 56 mins ago
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shift supervisor - Store# 20593, HURONTARIO & EGLINTON
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- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 1 hour ago
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Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 1 hour ago
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Private Banker
RBC
Mississauga, ON
- Full-time
…Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 1 hour ago
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Senior Relationship Manager
BMO
Halifax, NS · Charlottetown, PE · Nova_Ctr
- Full-time
Senior Relationship Manager, Commercial Banking
Added 1 hour ago
Construction Superintendent - Network (Prince George)
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QA/QC and Turnover Lead (Prince George)
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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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