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Added 25 mins ago
TH
Senior Manager, Finance
Teladoc Health
Toronto, ON · CAN - Toronto
- Full-time
The Senior Manager translates financial and operational performance into actionable insights, identifies and escalates financial risks and opportunities, drives scalable and…
Added 25 mins ago
R
Service Specialist, Operations II
RBC
Toronto, ON
- Full-time
…questions independently seeking assistance from Team members or Manager as appropriate following established department procedure. Position contains increased elements of risk which are…
Added 26 mins ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 26 mins ago
EL
Supply Chain & Distribution Manager
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…project leadership and strong cross-functional partnership. The Manager translates business needs and Supply Chain information into recommendations and drives initiatives from planning…
Added 26 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
OT
Senior Manager, Valuation
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
This position serves as a direct resource to the Director, Valuation and is encouraged to make operational decisions. On complex issues, the Senior Manager, Valuation is expected to have…
Added 40 mins ago
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Senior Bus Mgmt Analyst
TD
Toronto, ON
- Full-time
…and assist in identifying potential opportunities to improve operational…
Added 40 mins ago
OL
General Manager
Optima Living
Surrey, BC
- $110,000 to $118,000 CAD / year
- Full-time
The General Manager is responsible for the overall leadership, management, and day-to-day operation of the Long-Term Care community, ensuring that residents receive safe, compassionate,…
Added 40 mins ago
OL
Recreation Manager
Optima Living
Surrey, BC
- $74,000 CAD / year
- Full-time
Reporting to the General Manager, the Recreation Manager leads the planning and delivery of recreation programs that support resident wellness, engagement, and quality of life. This role…
Added 40 mins ago
OL
Hospitality Manager
Optima Living
Surrey, BC
- $62,500 CAD / year
- Full-time
Reporting to the General Manager, the Hospitality Manager is responsible for leading and coordinating dining services and housekeeping operations to ensure residents live in a safe, clean,…
Added 40 mins ago
Senior Staff Program Manager
Kaseya Careers
Vancouver, BC
We are looking for a Senior Staff Program Manager to lead a portfolio of complex, cross-functional business initiatives spanning New Product Introduction (NPI), process transformation,…
Added 40 mins ago
Senior Staff Program Manager
Kaseya Careers
Toronto, ON
We are looking for a Senior Staff Program Manager to lead a portfolio of complex, cross-functional business initiatives spanning New Product Introduction (NPI), process transformation,…
Added 40 mins ago
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Senior Analyst, Investment Controls
CIBC
Toronto, ON
- Full-time
…Business Controls, Wealth Management Compliance (WMC), Global Operational Risk Management (GORM), Internal Audit and external audit. Based on the activities of the team, create robust and…
Added 40 mins ago
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Product Manager, Savings - Everyday Banking Products
BMO
Toronto, ON · BMOPLACE
- Full-time
The Product Manager, Savings is part of the Day-to-Day Banking Products team within Canadian Personal Banking and reports to the Senior Manager, Savings. This role helps enable the…
Added 55 mins ago
Senior Manager Development, Treasury Technology
Scotiabank
Toronto, ON
The Senior Manager, Treasury Technology Delivery & Platforms is responsible for leading the technology strategy, delivery, and operational support of the Treasury Technology portfolio. This…
Added 55 mins ago
KS
Finance Manager - Contract (Maternity Leave Cover)
Keywords Studios
Remote, Canada
- Remote
The Finance Manager is an important role within our evolving Finance organization. Serving as a key pillar of the Finance Excellence program, you will act as the primary anchor for…
Added 55 mins ago
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Product Quality Owner - Payments
Flinks
Remote, Canada
- Full-time
- Remote
…Flinks to streamline onboarding, verify income, assess credit risk, and power faster payment…
Added 56 mins ago
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Program Director
Bevertec
Toronto, ON
- $115 to $125 CAD / hour
- Full-time
…with executive stakeholder management, governance leadership, risk mitigation, and portfolio oversight…
Added 1 hour ago
RB
Manager NAV Production
Royal Bank of Canada
Toronto, ON
- Full-time
Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk…
Added 1 hour ago
JA
Technical Specialist, Quality Assurance
JR Automation
Toronto, ON
- 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 1 hour ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Calgary, AB
- Full-time
…Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support customers with technical queries, and ensure seamless…
Added 1 hour ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Stoney Creek, NB
- Full-time
…Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support customers with technical queries, and ensure seamless…
Added 1 hour ago
JA
Head of Contract Management Hub North America - Grid Automation
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…Marketing & Sales, Project Management, Supply Chain Management, Risk Management, Legal, Finance, Engineering, and other functions to help deliver successful outcomes for complex energy,…
Added 1 hour ago
BR
Senior Product Manager
BITS Recruiting
Toronto, ON
- Contract
Experience with backlog refinement, release planning, business acceptance, operational readiness, dependency management, risk management, and production feedback.
Added 1 hour ago
Track Protection Worker
North American Rail Solutions
Toronto, ON
Reporting to the Operations Manager, the Track Protection Worker is responsible for controlling and directing contractor activities within active railway rights‑of‑way. Using established…

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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