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Added 11 mins ago
W
Directeur - Ventes / Manager - Sales
Wesco
Pointe-Claire, QC
- Full-time
As a Manager – Sales, you will provide strategic direction and progressive leadership to achieve sales and profit goals within a region, specific line(s) of business or channels. You will…
Added 11 mins ago
FS
Responsable du Marketing / Marketing Manager
Four Seasons Hotels and Resorts
Montreal, QC · Four Seasons Montreal
- Full-time
…souci de qualité, une sensibilité culturelle et un sens du service…
Added 11 mins ago
TT
Commis aux comptes recevables / Accounts Receivables Representative
Traffic Tech Inc.
Canada
- Full-time
Collaborer avec les services internes (ventes, facturation, service client) pour résoudre les litiges et les retards de paiement
Added 11 mins ago
R
Shift Manager
Ricoh
Toronto, ON
- Full-time
Facilitates resolution of issues concerning pricing, orders-in and invoicing by interacting and communicating with sales department.
Added 11 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 11 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 11 mins ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 11 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support…
Added 11 mins ago
JA
Gestionnaire des ventes et des appels d'offres /Sales Engineer & Service Tender Manager
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…opérationnelles du poste et assurer une collaboration et un service à la clientèle…
Added 11 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 11 mins ago
BR
Senior Manager, Business Development
BJRC Recruiting
Montreal, QC
- Full-time
Added 11 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Richmond, BC
- Full-time
…innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support…
Added 11 mins ago
JA
Service Sales Account Manager
JR Automation
Richmond, BC
- Full-time
The Service Sales Account Manager – support customers across British Columbia by promoting and selling Hitachi Energy’s Engineering & Service portfolio. You will help utilities and…
Added 11 mins ago
JA
Service Account Manager - Ontario
JR Automation
Stoney Creek, NB
- Full-time
The Service Account Manager – support customers across Ontario by promoting and selling Hitachi Energy’s Engineering & Service portfolio. You will help utilities and industrial…
Added 11 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 26 mins ago
W
(CAN) Over-the-Counter Associate
Walmart
Kindersley, SK
- Full-time
…assigned area, performs tasks delegated by the OTC Department Manager or Pharmacy Manager and maintains modular and feature presentation, while maintaining exemplary customer service by…
Added 26 mins ago
LC
Billing Support Specialist
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…Specialist in our Montreal office. Reporting to the Global Billing Manager, you will be responsible for supporting customers with subscription and invoice-related inquiries across our…
Added 26 mins ago
LC
Centre de jardinage Assistant Gérant/Superviseur temps partiel jour
Loblaw Companies Limited
Montreal, QC
- Part-time
"Nous recherchons des responsables talentueux et passionnés qui possèdent de bons antécédents en matière d’excellence du service à la clientèle et d’augmentation des ventes.
Added 26 mins ago
LC
Assistant Apparel Department Manager
Loblaw Companies Limited
Oakville, ON
- Full-time
Assistant Apparel Department Manager (4 month Contract)
Added 26 mins ago
J
Senior Lifecycle Marketing Manager
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you! We’re looking for a Senior Lifecycle Marketing Manager to be part of our Marketing department.
Added 26 mins ago
NA
Strategic Sourcing Manager
Nortek Air Solutions, LLC
Montreal, QC · Nortek Air Solutions-Montreal-Canada
- Full-time
The Strategic Sourcing Manager is a highly visible position that will develop, coordinate, and manage sourcing plans that will create maximum benefits for the business. The Strategic…
Added 26 mins ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 26 mins ago
TH
Associé(e) à la mise en marché - Temps partiel
The Home Depot
Canada
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 26 mins ago
TH
Front End Associate: Part Time - Park Royal
The Home Depot
Canada
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 26 mins ago
TH
Overnight Freight Associate Part-Time - 7057 Polo Park
The Home Depot
Burnaby, BC
- 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…

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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