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Added 13 mins ago
SS
Unregulated Care Provider
Sienna Senior Living
Simcoe Lodge, ON · Simcoe, ON
- Part-time
Reporting incidents / near misses, illness or problems with residents to the Director of Wellness / General Manager
Added 13 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the MANAGER OF NURSING, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care on medicine and…
Added 13 mins ago
FS
Responsable du Marketing / Marketing Manager
Four Seasons Hotels and Resorts
Montreal, QC · Four Seasons Montreal
- Full-time
…visibilité de l'hôtel et de ses offres de restauration, de ses services de bien-être, de ses artisans, ainsi que de ses réunions et événements, contribuant ainsi à augmenter le trafic et…
Added 13 mins ago
TT
Commis aux comptes recevables / Accounts Receivables Representative
Traffic Tech Inc.
Canada
- Full-time
Collaborer avec les services internes (ventes, facturation, service client) pour résoudre les litiges et les retards de paiement
Added 13 mins ago
Program Administrator (Education)
Wilfrid Laurier University
Brantford, ON
Reporting to the Manager, Education Programs, the incumbent will provide a wide range of administrative functions. The Program Administrator (Education) provides assistance and information…
Added 13 mins ago
E
Dietary Aide - Casual - Medex
Extendicare
Ottawa, ON · LTC - Medex (Baseline Rd.)
- Part-time
Reporting to the Nutrition Manager, the Dietary Aide provides support to the set up, preparation, serving and clean up associated with all meal
Added 13 mins ago
NF
Customer Programs Manager
New Flyer
Remote, Canada
- Full-time
- Remote
We are seeking a Customer Programs Manager who will act as the liaison for the company and the customer, successfully managing assigned contracts by leading cross-functional teams…
Added 13 mins ago
R
Shift Manager
Ricoh
Toronto, ON
- Full-time
…and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We are looking for talented, inspired individuals to join…
Added 13 mins ago
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Senior Field Representative, Technology Service
Ricoh
Victoria, BC
- Full-time
Field Service Technician / Senior Field Representative, Technology Services – Victoria
Added 13 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, 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 13 mins ago
SD
Merchandiser, Hourly Part Time Day 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 13 mins ago
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Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
As an Branch Manager, you will play a crucial role in setting the standards on delivering exceptional service to both new and existing customers, guiding them through the process of…
Added 14 mins ago
JA
Technical Specialist, Quality Assurance
JR Automation
Burnaby, BC
- Full-time
The Technical Specialist, Quality Assurance assumes the role of Quality Assurance Manager (QAM) within the Product/Project team organization and has the responsibility of assuring the…
Added 19 mins ago
Manager of P25 Radio Operations
Department of Forestry, Agriculture and Lands
St. John's, NL
The Manager of P25 Radio Operations is a technical leadership position responsible for leading the administration, support, and ongoing operation of the Province Wide Radio System, the…
Added 28 mins ago
Senior Policy Planning Research Analyst
Department of Jobs, Growth and Rural Development
St. John's, NL
…Communities across Newfoundland and Labrador. Reporting to the Manager of Francophone Immigration Support, the role helps develop and implement recruitment strategies, conducts policy and…
Added 29 mins ago
NS
Brookline Collaborative Care: After-Hours & Weekend Semi-Urgent Care Clinic Shifts
Nova Scotia Healthcare System
Bedford, NS
- Full-time
Nova Scotia Health is the largest provider of health services in Nova Scotia, with some specialized services also offered to clients throughout Atlantic Canada. We’re on a mission to…
Added 29 mins ago
J
Senior Lifecycle Marketing Manager
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you! We’re looking for a Senior Lifecycle Marketing Manager to be part of our Marketing department.
Added 29 mins ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
As an Branch Manager, you will play a crucial role in setting the standards on delivering exceptional service to both new and existing customers, guiding them through the process of…
Added 29 mins ago
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Senior Product Marketing Manager
Hach
Vancouver, BC · London, ON · CAN - Vancouver - Aquatic Informatics ULC
- $125,000 to $150,000 CAD / year
- Full-time
Reporting to the Global Director of Growth Marketing, the Senior Product Marketing Manager will shape Aquatic Informatics’ growth strategy and strengthen how we bring our products,…
Added 44 mins ago
S
Campus Talent Partner
SOTI
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Talent Partners, the Talent Partner, Campus will attract, engage, and hire top talent from universities and colleges across Canada and globally. In this…
Added 44 mins ago
AD
Social Support Worker (Part-Time)
Anglican Diocese of Ottawa
Ottawa, ON
- Part-time
The Social Support Worker is also involved in monitoring program goals and reporting on the outcomes of services as required by the Program Manager. Each of the day programs offer programs…
Added 59 mins ago
T
Financial Planner - Edmonton
TD
AB
- Full-time
…financial planning expertise, relationship building and ongoing…
Added 59 mins ago
T
Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 59 mins ago
T
IT Operations Analyst II
TD
Toronto, ON
- Full-time
Maintain proficient knowledge of technology components, applications, clients/customers and business services
Added 59 mins ago
ASIC Digital Design, Sr Staff Engineer-19314
Synopsys
Markham, ON
The hiring manager is open to both Markham and Mississauga locations**

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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