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Marketing Specialist - Bilingual (FR/EN) (Contract)
Numeris
Toronto, ON
- Contract
Support the Content Manager in the development, production, and distribution of marketing and communications materials, including email campaigns, webinar invites, and newsletters.
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Product Guide - Seasonal
ARC'TERYX
Halton Hills, ON
- Part-time
- Temporary
Developing your passions both in and out of the store with the support of the team
Added 2 mins ago
PA
BDC Service Representative (Brampton North Nissan)
Performance Auto Group
Brampton, ON
- Full-time
Empowerment: We encourage and support our people in taking initiative
Added 2 mins ago
TT
Mechanical Prototyping Specialist
Trojan Technologies
London, ON
- $70,000 to $95,000 CAD / year
- Full-time
Reporting to the Manager, Technology Development, the Mechanical Prototyping Specialist supports cross-functional technology-development projects focused on evaluating and integrating UVC…
Added 2 mins ago
TH
Overnight Freight Associate: Part Time - AIRDIRE
The Home Depot
Airdrie, AB
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
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Account Manager, Commercial Market
Desjardins
Tecumseh, ON
- Full-time
…business. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. He or…
Added 2 mins ago
RL
Inside Sale Representative (Représentant(e) des ventes internes)
Rittal LLC
Montreal, QC
- Full-time
We are currently looking for a goal-oriented and self-motivated individual to fill the position of Inside Sales, reporting to the National Inside Sales Manager. The role of Inside Sales…
Added 2 mins ago
AR
Restaurant Manager
A&W Restaurants
Victoria, BC
- Full-time
A&W Restaurants in Victoria, BC, is seeking a Restaurant Manager to start immediately at our Mayfair Shopping Centre location. (#FC7 3147 Douglas Street)
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Technical Product Marketing Manager
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
We're looking for a Technical Product Marketing Manager who builds the story visually, not just writes it. You'll take Slack's roadmap and technical capabilities and turn them into working…
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Recoveries Officer
RBC
Winnipeg, MB · Mississauga, ON · Montreal, QC
- Full-time
Foster collaboration within your team and convergence across partners to support RBC’s One Client, One Bank vision
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Recoveries Officer
RBC
Winnipeg, MB · Mississauga, ON · Montreal, QC
- Full-time
Foster collaboration within your team and convergence across partners to support RBC’s One Client, One Bank vision
Added 2 mins ago
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Territory Executive - CANADA
Republic Services
Brampton, ON
- Full-time
Regularly meets with Sales Manager to review weekly customer retention and relationship activities, progress versus goals and status of key customer relationships.
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Sales Associate
Staples Canada
Toronto, ON · East York, ON
- Part-time
Drive sales in the furniture, technology and supplies areas of the store.
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Retail Assistant Manager
Staples Inc.
Winnipeg, MB
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
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Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to a variety of mentoring programs to help you unlock future opportunities. Whether you have a…
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Senior Manager, Data Science – Marketing Measurement & Analytics
TD
Toronto, ON
- Full-time
The Senior Manager, Data Science – Marketing Measurement & Analytics will lead a team responsible for advancing how TD measures, understands and optimizes Marketing performance.
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SL
Payroll Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
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Key Holder - Sherway Garden
Brand Momentum
Toronto, ON · Etobicoke, ON
- $18.35 CAD / hour
- Part-time
Support team members to achieve daily sales targets and deliver exceptional customer experiences.
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Gestionnaire, Planification Média
DAC
Montreal, QC
- Full-time
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Market Development Manager
Desjardins
QC · Caisse Desjardins de la Chute-Montmorency-- île-d'Orléans
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
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Administrative Assistant
Desjardins
Saint-Jérôme, QC
- Full-time
The incumbent supports the general manager and/or the manager(s) of a small-sized caisse in carrying out various administrative support and secretarial activities, as per managers' detailed…
Added 17 mins ago
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Lease and Rental Administrative Specialist
Altruck International Centres
Kitchener, ON
- Full-time
Reporting to the General Manager, this position plays an important role in ensuring lease and sales transactions are accurately processed, properly documented, and completed on time, while…
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Advisor, Securities
Desjardins
Montreal, QC
- Full-time
…personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients.…
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Sr. Relationship Manager, Real Estate Finance
CIBC
London, ON
- Full-time
As a Sr. Relationship manager, Real Estate Finance, you will manage key client relationships and coordinate the execution of secured and unsecured revolvers, property acquisition financing,…
Added 17 mins ago
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SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Halton Hills, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…

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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