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Added 13 mins ago
Grocery Manager
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Ottawa, ON · Kanata, ON
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 13 mins ago
Payroll & Benefits Specialist (Contract)
Richardson Wealth Ltd
Toronto, ON
Support HR and Total Rewards projects and initiatives as required.
Added 13 mins ago
System Specialist II (Field Technician Building Automation Systems BAS - Solutions), Halifax NS
Siemens
Dartmouth, NS · Halifax, NS
Work towards the project schedule and work package received from the supervisor and/or project manager and maintain regular communication on the status and execution of the projects…
Added 28 mins ago
A
Product Guide - Seasonal
ARC'TERYX
Halton Hills, ON
- Part-time
- Temporary
Under the direction of the Store Leads, Store Manager and Assistant Manager, you perform/complete other additional projects, duties, and assignments as required and/or by request
Added 28 mins ago
RU
Tax Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 28 mins ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 28 mins ago
R
Manager, YouTube & Affiliates
RBC
Toronto, ON
- Full-time
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable:
Added 28 mins ago
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Recoveries Officer
RBC
Winnipeg, MB · Mississauga, ON · Montreal, QC
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 28 mins ago
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Recoveries Officer
RBC
Winnipeg, MB · Mississauga, ON · Montreal, QC
- Full-time
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Added 43 mins ago
T
Senior Manager, TDS Operations
TD
Toronto, ON · Montreal, QC
- Full-time
Added 43 mins ago
T
Senior Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Added 43 mins ago
T
Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
The position reports to Senior Manager, Insurance Model Validation. Detailed accountabilities include:
Added 43 mins ago
T
Personal Banking Associate Trainee
TD
Delta, BC
- Full-time
Added 43 mins ago
T
Specialized HR Manager
TD
Toronto, ON
- Full-time
The Manager, Compensation Advisory will report to the Senior Manager, Compensation Advisory and will be responsible for managing the day-to-day relationships with our various partners and…
Added 43 mins ago
T
Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Reporting to the Vendor Manager III for Strategic ITS Third-Party Management Portfolio, the successful candidate will drive best in class vendor management and governance through all stages…
Added 43 mins ago
T
Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
The Audit Manager II ( Business Intelligence Engineering) provides specialized expertise to help guide the planning, risk assessment, and execution of audits. This role plays an essential…
Added 43 mins ago
T
Senior Manager, Treasury Data Integration
TD
Toronto, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 43 mins ago
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Data Scientist I (Quants) – Insurance Model Validation
TD
Toronto, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 43 mins ago
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Contact Center Rep II, Borrowing (Markham, On)
TD
Markham, ON
- Full-time
…location for in-person team events and experiences. The hiring manager will provide more information about how this works for their…
Added 43 mins ago
T
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.
Added 43 mins ago
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Sr Learning and Experience Designer
BMO
Toronto, ON · FCP
- Full-time
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…
Added 43 mins ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
…not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your…
Added 43 mins ago
Key Account Manager
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Mississauga, ON
Comprehensive total rewards benefits package including Health and Dental benefits that start on day one of employment
Added 43 mins ago
MB
Inventory Control Coordinator, Monday-Friday, 4pm-12am
Martin Brower
Brampton, ON
- Full-time
At the Reyes Family of Businesses, our Total Rewards Strategy prioritizes the holistic well-being of our employees. This position offers a comprehensive benefits package that includes…
Added 59 mins ago
Environmental & Sustainability Engineer
Molson Coors
Toronto, ON
Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match,…

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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