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Added 30 mins ago
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Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Added 2 hours ago
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health and IWK Health
Digby, NS
Under the direction of the Manager, and under the supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care team, works with individuals, families and…
Added 3 hours ago
AL
Assistant Property Manager
Avenue Living Residential
Saskatoon, SK
- Full-time
Assist the Residential Portfolio Manager in maintaining portfolio inventory levels to ensure availability of all suite types by conducting suite assessments in advance of move-outs,…
Added 4 hours ago
H
Construction Labourer
Highstreet
Lake Country, BC
- Full-time
…double the standard warranty. We also manage our own growing portfolio of 1,400+ rental apartments with customer service scores that consistently rank among the best in the…
Added 4 hours ago
J
Property Administrator
JLL
Toronto, ON
- Full-time
…events and other administrative tasks as required for a client portfolio comprised of office/industrial…
Added 5 hours ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
…contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to…
Added 5 hours ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
…contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to…
Added 6 hours ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity Corp., our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established…
Added 6 hours ago
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Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
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…
Added 6 hours ago
WO
Education Assistant, Mac - CARE Program
William Osler Health System
Brampton, ON
- Full-time
Reporting to the Manager, Medical Education, the Education Assistant will support the medical education activities at the Osler clinical education campus. The incumbent works…
Added 7 hours ago
WO
Education Assistant, Mac - CARE Program
William Osler Health System
Brampton, ON
- Full-time
Reporting to the Manager, Medical Education, the Education Assistant will support the medical education activities at the Osler clinical education campus. The incumbent works…
Added 7 hours ago
WO
Education Assistant, Mac - CARE Program
William Osler Health System
Brampton, ON
- Full-time
Reporting to the Manager, Medical Education, the Education Assistant will support the medical education activities at the Osler clinical education campus. The incumbent works…
Added 7 hours ago
GC
Security Officer
Gateway Casinos
Sault Ste. Marie, ON
- Part-time
Ability to obtain registration as a Category 2 Gaming Assistant with the Alcohol and Gaming Commission of Ontario.
Added 7 hours ago
Rehabilitation Assistant - Occupational Therapy
Nova Scotia Health and IWK Health
Middle Musquodoboit, NS
Under the direction of the Manager, and under the supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care team, works with individuals, families and…
Added 7 hours ago
RS
Assistant Director, Inclusive Supports
Rygiel Supports for Community Living
Hamilton, ON
- Full-time
Assistant Director, Inclusive Supports – Lead with Purpose
Added 9 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 9 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Brandon, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 11 hours ago
AH
Administrative Support IV
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Temporary
…providing administrative and operational support across the CS&P portfolio. Working independently with minimal supervision, you will coordinate contract-related processes, manage…
Added 15 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Brandon, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 15 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Brandon, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 17 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 19 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
This role requires deep technical expertise across Microsoft 365 and the Copilot portfolio, strong executive communication skills, customer-centric leadership, and the ability to lead…
Added 20 hours ago
L
Financial Service Representative - LendDirect Office 1507
LendDirect
Oshawa, ON
- Full-time
…contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to…
Added 20 hours ago
DH
Assistant Housekeeping Manager (Maternity Leave Contract: 12-months)
Delta Hotels and Resorts®
Calgary, AB
- Contract
Added 20 hours ago
Rehabilitation Assistant - Rehabilitation & Supportive Care Services
Nova Scotia Health and IWK Health
Halifax, NS
…department within the Rehabilitation and Supportive Care Services portfolio, and under the supervision of therapists, the Rehabilitation Assistant, as an active member of the patient care…

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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