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Added 8 mins ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
…Accounting, and Derivatives Support. The Fund Accounting Operations Group is responsible for the timely and accurate delivery of fund…
Added 8 mins ago
R
Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
…Corporate and Investment Banking, Global Markets, Sustainable Finance, Global Transaction Banking, and Research. Reporting to the Global Head of Client & Marketing Strategy, you drive…
Added 8 mins ago
Director of Supply Chain Operations
Convergence Networks
Winnipeg, MB
In this role, the Director of Ordering and Procurement is both leader and manager; developing and implementing strategic business directives, integration and change initiatives and holds…
Added 23 mins ago
Payroll Analyst
G3 Canada Limited
Winnipeg, MB
Support the administration, maintenance, and reconciliation of employee group benefits and pension plans within the payroll system, ensuring accurate records, deductions, enrollments, and…
Added 23 mins ago
T
Senior Auditor - ICFR Business Process Testing-1 (ATH 1231)
TD
Toronto, ON
- Full-time
Generally, reports to an Audit Group Manager or Senior Audit Group Manager role
Added 23 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
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 23 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
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 23 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
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 24 mins ago
BG
Service Manager
Brandt Group of Companies
Kamloops, BC
- Full-time
The Service Manager is responsible for managing the sales and delivery of equipment after-market support services (component diagnostics, repair, and replacement). The Service Manager is…
Added 24 mins ago
MT
Manager, Office Services & Facilities
Miller Thomson LLP
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are looking for a Manager, Office Services & Facilities to join the team in our Toronto Office!
Added 24 mins ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
Role: Reporting to the Manager, IT Product Delivery, this position is responsible for driving SAP Finance solution design, business process optimization, and stakeholder engagement to…
Added 24 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
Stoney Creek, NB
- Full-time
Brandt Tractor Ltd is currently seeking a Division Manager for our South Western Ontario locations working out of Stoney Creek.
Added 24 mins ago
MC
Facilities Coordination Project Manager
MatchBox Consulting Group
Surrey, BC
- Contract
MatchBox Consulting Group is seeking a Facilities Management Coordinator to support one of British Columbia's largest utility providers at its Trades Training Centre in Surrey.
Added 24 mins ago
MC
Project Coordinator (Budget & Forecasting)
MatchBox Consulting Group
New Westminster, BC
- Contract
The Project Coordinator will work closely with the Project Manager, Finance business owners, technology teams, Strategic Sourcing, external consultants and vendors, and other stakeholders…
Added 38 mins ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
…initiative and program outcomes aligned with broader business and group…
Added 38 mins ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 38 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
ON · Stoney Creek, ON
- Full-time
Brandt Tractor Ltd is currently seeking a Division Manager for our South Western Ontario locations working out of Stoney Creek.
Added 38 mins ago
Assistant Manager, Trade Support, Stock Loan Middle Office (GWO)
Scotiabank
Toronto, ON
1-3 years post-graduate experience in industry or academia in in the areas of capital markets, finance and banking and/or process improvement, business analysis and solution implementation…
Added 38 mins ago
Client Service Assistant
The Canada Life Assurance Company
Toronto, ON
Reporting to the Associate Manager, you will work closely with Group Retirement Services Customer Service Specialists, assisting with daily caseload administration, processing transactions,…
Added 53 mins ago
B&
Accounting Manager
Black & McDonald Limited
Markham, ON
- $95,000 to $110,000 CAD / year
- Full-time
Black & McDonald’s Accounting & Finance team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is…
Added 53 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
The Team Manager will serve as the operational subject matter expert for the insurance business and work closely with Insurance Specialists, Wealth Advisors, Compliance, Legal, Technology,…
Added 53 mins ago
AW
Banking Administrator - OP-26-977
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Full-time
- Remote
Reporting to the Manager, Operations the Banking Administrator is responsible for the daily processing of cash and stock transactions in Dataphile for Aviso Clients and Credit Unions.
Added 53 mins ago
AW
Banking Administrator - OP-26-977
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Full-time
- Remote
Reporting to the Manager, Operations the Banking Administrator is responsible for the daily processing of cash and stock transactions in Dataphile for Aviso Clients and Credit Unions.
Added 53 mins ago
A
Banking Administrator - OP-26-977
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Reporting to the Manager, Operations the Banking Administrator is responsible for the daily processing of cash and stock transactions in Dataphile for Aviso Clients and Credit Unions.
Added 53 mins ago
A
Banking Administrator - OP-26-977
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
Reporting to the Manager, Operations the Banking Administrator is responsible for the daily processing of cash and stock transactions in Dataphile for Aviso Clients and Credit Unions.

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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