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Added 12 mins ago
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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.
Added 12 mins ago
TU
Area Manager
The Universal Group
Vernon, BC
- Full-time
The Universal Group, recognized as one of Canada's Best Managed companies in 2025, has exciting opportunity in Traffic Operations department. As an Area Manager, you will be responsible for…
Added 12 mins ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 12 mins ago
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(CAN) Front End Checkout Team Associate
Walmart
Mississauga, ON
- Part-time
7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
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(CAN) Associé, produits consommables
Walmart
Saint-Georges, QC
- Full-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
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(CAN) OMNI Department Manager temporaray
Walmart
Mount Pearl, NL
- Full-time
The OMNI Department Manager will provide customer service by offering assistance to meet the customer’s shopping needs. This will be accomplished by contributing to the overall processes…
Added 12 mins ago
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(CAN) Pharmacy Assistant- Part Time
Walmart
Toronto, ON
- Part-time
7. Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 12 mins ago
LC
Manager, Supply Chain Replenishment (12 Month Contract)
Loblaw Companies Limited
Brampton, ON
- Full-time
Direct team to analyze operations and suggest improvements to existing procedures and practices to increase efficiency and meet business objectives
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Account Manager, Commercial Market
Desjardins
Tecumseh, ON
- Full-time
Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the…
Added 12 mins ago
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Laboratory Technician A
AGAT Laboratories
Calgary, AB
- Full-time
…laboratory. This position is given direction from the Laboratory Manager and/or Lab Supervisor. The successful candidate is able to work independently on laboratory activities and is…
Added 12 mins ago
AR
Restaurant Manager
A&W Restaurants
Victoria, BC
- Full-time
The Restaurant Manager is responsible for all aspects of restaurant operations including the quality and consistency of the customer experience, adherence to A&W standards, Provincial WCB,…
Added 12 mins ago
AR
Food Service Supervisor
A&W Restaurants
AB
- Full-time
As a Food Service Supervisor/Shift Manager, you will be responsible for overseeing daily restaurant operations during assigned shifts. You will lead front‑line staff, support operational…
Added 12 mins ago
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Order Desk Coordinator, Procurement
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
…of largely commercial products and services for several MLSE operations and locations, ensuring the delivery of winning fan service to all guests. You will also assist the team with variety…
Added 12 mins ago
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Senior Analyst, Budgeting and Internal Reporting (Finance) (Hybrid/Telework)
CBC/Radio-Canada
Montreal, QC
- Full-time
Reporting to the Senior Manager, Budgeting & Internal Reporting, you will be responsible for providing timely reports and rigorous financial analyses aligned with business activities for…
Added 12 mins ago
TC
POA Court Services Representative PFT
The Corporation of UCLG
Brockville, ON
- Full-time
The POA Court Services Representative will be responsible for various administrative functions within the POA “court” operations and acts as the Clerk of the Court as required. Attention to…
Added 12 mins ago
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Animal Life Support Systems Trainee
Ripley Entertainment
Toronto, ON
- Up to $48,360 CAD / year
Facility: Ripley’s Aquarium of Canada Reports to: Manager of Life Support Systems
Added 12 mins ago
PV
Senior Financial Analyst, FP&A Supply Chain Finance (Transportation & Inventory)
Pet Valu
Markham, ON
- Full-time
Reports to: Senior Manager Financial Planning & Analysis - Supply Chain
Added 27 mins ago
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Senior Manager, TDS Operations
TD
Toronto, ON · Montreal, QC
- Full-time
With offices located around the world and with more than 650 professionals, the strength of TD Securities Global Operations lies in the diverse and dynamic group of individuals who provide…
Added 27 mins ago
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Personal Banking Associate Trainee
TD
Delta, BC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 27 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 27 mins ago
SL
Payroll Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Reporting to the Payroll Manager, Payroll Operations, the Payroll Specialist will be responsible to process biweekly payroll for 12,500+ Canadian employees. This is a 15-month contract…
Added 27 mins ago
AI
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…
Added 27 mins ago
D
Executive Administrative Assistant-Office Manager, Capital Markets
Desjardins
Calgary, AB
- Full-time
As an Executive Administrative Assistant-Office Manager, you carry out a wide variety of administrative duties as required by daily operations of the Calgary Capital Markets team. Reporting…
Added 27 mins ago
PM
Clinical Project Manager
Pharma Medica Research Inc.
Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
…Come join our team! We are currently looking for a Project Manager to join our…
Added 27 mins ago
Assembly Technician II
Excelitas Technologies
Mississauga, ON
May perform assembly operations under microscope or other magnifying device.

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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