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Coordonnateur(trice) des opérations, gestion des commandes // Operations Coordinator, Order Management
SharkNinja
Montreal, QC
- Full-time
Added 1 min ago
AS
Logistics Coordinator
ATCO Structures
QC · Laprairie, QC
- Full-time
…management of transportation vendor capacity, as well as other administrative duties. This is a full time permanent in-office…
Added 1 min ago
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Community Associate
Regus
Ottawa, ON
- Full-time
…within your centre, where you will help take care of all the administrative and support needs for your customers…so that your customers can focus on running their…
Added 1 min ago
FN
Wine Club Specialist
Far Niente LLC
Oakville, ON
- Full-time
Our team is expanding to support our growing portfolio. The Wine Club Specialist is responsible for providing a memorable brand experience and helpful sales support to wine club members…
Added 2 mins ago
CG
Receptionist / Online Sales Rep
Capilano Group
North Vancouver, BC
- $19 to $21 CAD / hour
- Part-time
The Reception & Online Sales Representative will provide administrative support to ensure efficient operation of the office. In addition to being a first point of contact for our guests via…
Added 17 mins ago
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Tenant Billing Analyst
RioCan
Toronto, ON
- Full-time
Updating percentage rent schedules with monthly sales data and generating percentage rent invoices;
Added 17 mins ago
Recruiter
Speer Technologies Inc
Toronto, ON
Ad Hoc Support: Assist with additional administrative, people-related, and operational duties as business needs arise.
Added 31 mins ago
SQ
District Manager
Sunlife Québec
Quebec, QC
- 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…
Added 31 mins ago
SQ
District Manager
Sunlife Québec
Levis, QC
- 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…
Added 31 mins ago
DE
Supply Chain Coordinator
DV8 Energy Inc
Calgary, AB
- Full-time
We are seeking a proactive and detail-oriented Supply Chain Coordinator to support the seamless movement of products across facilities and ensure alignment with project and production…
Added 31 mins ago
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E-Commerce Coordinator
The University of British Columbia
Vancouver, BC
- $4,383 to $4,596 CAD / month
- Full-time
…customer-facing content, delayed product launches, or lost sales. Poor or delayed handling of customer order enquiries affects customer confidence and the professional image of the…
Added 31 mins ago
LC
Senior Strategic Sourcing Specialist- Packaging
Lactalis Canada
Toronto, ON · Etobicoke, ON
- Full-time
Act as a Single Point of Accountability (SPA) for internal customers; operations/marketing/sales to support them in pricing, design, timeline creation, business cases, etc.
Added 31 mins ago
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Assistant General Manager
Old Yale Brewing
Abbotsford, BC
- $50,000 to $60,000 CAD / year
- Full-time
…stays hands‑on with serving, stocking, cleaning, ordering, and sales support to keep the operation running smoothly and…
Added 32 mins ago
ML
Client Intake Specialist (Remote – Canada)
Maimone Legal
Remote, Canada
- $40,000 CAD / year
- Full-time
- Remote
Relevant Backgrounds: Legal Intake · Client Intake · Inside Sales · Admissions Advisor · Enrollment Counselor · Customer Success · Insurance Sales · Financial Services · Hospitality · Call…
Added 32 mins ago
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Technicien.ne comptable & administratif·ve │ Accounting & Administrative Technician
Evvo
Remote, Canada
- Full-time
- Remote
We're on the hunt for an Accounting & Administrative Technician. You'll be the go-to person for day-to-day accounting (payables, receivables, payroll) and the operations of our Montreal…
Added 32 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Leduc, AB
- Part-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 32 mins ago
C&
Guest Services Representative (Part-Time) (Seasonal)
Cushman & Wakefield
Saskatoon, SK
- Part-time
Monitor mall events, retailer sales and promotions to communicate onto social media platforms as deemed necessary. (If applicable)
Added 32 mins ago
CI
Accounting Consultant (Contract)
CoreFactor Inc.
ON · Mississauga (West Sheridan), Ontario
- Contract
Our client requires temporary, hands-on support during the parallel operation of a Zoho to NetSuite conversion.
Added 46 mins ago
IH
Bookkeeper
Impact HR
Calgary, AB
- Contract
· Provide support for other accounting and administrative activities as required.
Added 47 mins ago
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Senior Commercial Services Administrator 3 - Union
Coastal Community
Nanaimo, BC · Parksville, BC · BC · Courtenay, BC
- Full-time
Although primarily engaged in the lending function, incumbents are expected to initiate sales on all Credit Union products and services. The incumbent is required to have a working…
Added 47 mins ago
CC
Member Service Representative 1 - RC - Union
Coastal Community
Nanaimo, BC
- Full-time
…improving people’s financial health and have experience with sales and service, we’d like to hear from…
Added 1 hour ago
BS
Bilingual Customer Service Representative
Bilingual Source
Mississauga, ON
- $57,000 to $63,000 CAD / year
- Full-time
Pass accounts on credit hold to the credit team, and support the sales team with product information and literature
Added 1 hour ago
DH
Production Planner - FAL
De Havilland Aircraft of Canada Limited
Calgary, AB
- Full-time
Generates work orders and creates traveler packages including all necessary documents required to support manufacturing operations.
Added 1 hour ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
…group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager…
Added 1 hour ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
Are you energetic, motivated, and ready to make an impact? If you want to be part of a team that’s at the heart of sales activities, challenges you every day, and gives you the chance to…

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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