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Added 13 mins ago
O
Compliance Student
OLG
Sault Ste. Marie, ON · Toronto, ON · York Mills Office
- Full-time
We are ready to take this game to the next level and need someone passionate about ethics, compliance, and data-driven decision-making. As a Compliance Student, you will gain hands-on…
Added 13 mins ago
NU
Wellness Program Specialist
Northeastern University
Vancouver, BC
- Full-time
…is an 18 month term appointment. The Specialist will develop and deliver a proactive wellness programming plan for students, addressing all dimensions of wellness, both by scaling and…
Added 13 mins ago
Senior Associate, Programmatic
WPP Media
Toronto, ON
WPP is the trusted growth partner for the world’s leading brands. With exceptional talent, trusted data and intelligence, and world-class partnerships – all united by our pioneering agentic…
Added 13 mins ago
T
Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
The Audit Manager II, Business Intelligence Engineering is responsible for transforming audit and operational data into meaningful insights that support strategic decision making across…
Added 13 mins ago
T
Senior Manager, Treasury Data Integration
TD
Toronto, ON
- Full-time
The Senior Manager, Treasury Data Product & Liquidity Reporting will lead strategic data delivery initiatives supporting Treasury, Finance, liquidity reporting, and related regulatory and…
Added 13 mins ago
T
Senior Manager, Data Science – Marketing Measurement & Analytics
TD
Toronto, ON
- Full-time
Analytics, Insights & Artificial Intelligence (AI2) supports TD businesses and corporate functions by providing data, analytics, insights and artificial intelligence solutions that enable…
Added 13 mins ago
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Sr. Relationship Manager, Real Estate Finance
CIBC
London, ON
- Full-time
…the ongoing monitoring of loans, ensuring portfolio tracking data is current and internal reporting is kept up to date. •Actively manage a pipeline of real estate loan opportunities,…
Added 13 mins ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
Canada Life is seeking an Intermediate Data Analyst to join the Value Partners team. In this role, you will transform data into actionable insights that support business decision-making and…
Added 13 mins ago
Sr. Estimator, Transmission
Aecon
Calgary, AB · Edmonton, AB · Toronto, ON
Reporting to the Estimating Manager, the Senior Estimator (Transmission) will be responsible for accurately estimating the cost of labour, equipment and materials for supply and…
Added 29 mins ago
Environmental & Sustainability Engineer
Molson Coors
Toronto, ON
This position is an on-site role (5 days/week), reporting to the Sr. Manager, Technical Services.
Added 29 mins ago
WO
Surgical Supply Chain Technician - Corp OR Business Center
William Osler Health System
Brampton, ON
- Full-time
Under the direction of the Business Manager, Surgical Program, the Surgical Supply Chain Technician will have delegated authority for the purchasing of goods, services, minor and capital…
Added 29 mins ago
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Automotive Electrical Sourcing & Category Manager
REXEL
Winnipeg, MB
- Full-time
Maintain a clear product-category structure, product nomenclature, and supplier portfolio to support accurate reporting, analysis, and decision-making.
Added 44 mins ago
Warehouse - Inventory Analyst
Polytainers Inc
Toronto, ON
Reporting to the Warehouse Manager, the Inventory Analyst is responsible for maintaining inventory accuracy through daily cycle counting, inventory analysis, pallet management, and…
Added 44 mins ago
Accounts Payable Specialist (9-Month Contract)
Tridel Group of Companies
Toronto, ON
…payable process, various account reconciliations, cost code analysis, customer invoicing, as well as supporting department improvement projects and initiatives. The Accounts Payable…
Added 44 mins ago
Senior Financial Analyst - Financial Planning and Analysis
Enercare
Markham, ON
Taking ownership as a finance partner for designated product and business portfolio(s), delivering reporting, performance management analysis, and budgeting/ forecasting
Added 44 mins ago
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Financial Reporting & Risk Manager
Halifax
Goffs, NS
- Full-time
Reporting to the Director of Finance, the Financial Reporting & Risk Manager oversees financial reporting, accounting operations, treasury, audits, financial systems, insurance, and…
Added 44 mins ago
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Lifecycle Operations Specialist
SIGA
Saskatoon, SK
- Full-time
Reporting to the Manager of Lifecycle Marketing, this position is responsible for designing, executing, and optimizing customer lifecycle marketing campaigns, customer journeys, and…
Added 59 mins ago
TG
Analyst, Market Insights Intern
TMX Group
Toronto, ON
- $25 to $29 CAD / hour
- Full-time
The Analyst, Market Insights Intern will be part data-scientist and part developer, with a keen curiosity about business. In this role, the Analyst will work at the intersection of business…
Added 59 mins ago
T
Senior Audit Manager, (Business Intelligence & Analytics)
TD
Toronto, ON
- Full-time
The Senior Audit Manager, Business Intelligence & Analytics is responsible for leading the strategy, development, and delivery of business intelligence, management reporting, and…
Added 59 mins ago
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Sr. Business Systems Analyst Specialist, TD Securities
TD
Toronto, ON
- Full-time
· Investigate reporting issues and data anomalies, coordinate root-cause analysis, and define sustainable remediation and validation plans.
Added 59 mins ago
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Program Manager, Canadian Shared Services
Sun Life
Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Reporting to the VP, Canadian Shared Services, the Program Manager acts as a strategic partner and is responsible for enabling the effective execution of strategic and operational…
Added 59 mins ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James
Toronto, ON
- Full-time
Design and implement automation solutions to streamline data collection, analysis, and reporting.
Added 59 mins ago
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Bilingual Space Planner & Move Manager (EN/FR)
BGIS
Montreal, QC
- Full-time
The Space Planner & Move Manager ensures the effective management of space occupied by an assigned Client, assists in developing strategic occupancy plans & forecasts and develops options…
Added 1 hour ago
Associate, Programmatic
WPP Media
Toronto, ON
WPP is the trusted growth partner for the world’s leading brands. With exceptional talent, trusted data and intelligence, and world-class partnerships – all united by our pioneering agentic…
Added 1 hour ago
Warehouse Supervisor
HelloFresh
Calgary, AB
Factor Canada is seeking a Warehouse Supervisor to join our team at our Distribution Centre. Reporting to the Sr. Manager Production, you will lead a team of warehouse associates and leads…

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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