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Added 20 mins ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
You'll also manage inventory, budgets, and all financial aspects of the practice. You'll also make a splash on social media, shouting about all the great things your team is inspiring and…
Added 20 mins ago
M
Operations Manager, Patient Support Program
McKesson
Mississauga, ON
- Full-time
The Operations Manager, Patient Support Programs leads the day-to-day operational performance of a portfolio of patient support programs. This role provides leadership and operational…
Added 35 mins ago
CONSULTANT TRAINING & DEVELOPMENT
City of Toronto
Toronto, ON
Reporting to the Manager 311 Quality & Performance, the Consultant Training & Development will design, develop, coordinate, implement, and deliver in-person and online professional…
Added 50 mins ago
IB
Customer Experience Leader
Indigo Books & Music
Brandon, MB
- $17.5 to $22.5 CAD / hour
- Part-time
…customer events, author signings, consignment programs, and store social media…
Added 1 hour ago
LC
Sr. Manager, Media Strategy - 12 Month Contract
Loblaw Companies Limited
Montreal, QC
- Full-time
The Senior Manager, Media Strategy – Maxi Business serves as the primary strategic media partner for Maxi and key Quebec-based business stakeholders. This role is responsible for developing…
Added 1 hour ago
CG
Talent Acquisition Specialist
Calian Group
Ottawa, ON
- Full-time
Source and attract candidates through job boards, social media, referrals and professional networks.
Added 1 hour ago
GF
Fit4Less Host - Nanaimo Rutherford Road
GoodLife Fitness
Nanaimo, BC
- Part-time
Many companies are experiencing an increase in recruitment fraud in the form of fake job postings on social media and career sites.
Added 1 hour ago
GF
Fit4Less Host - Mississauga Dundas
GoodLife Fitness
Mississauga, ON
- Part-time
Many companies are experiencing an increase in recruitment fraud in the form of fake job postings on social media and career sites.
Added 1 hour ago
GF
Assistant General Manager - Airdrie Towerlane Centre
GoodLife Fitness
Airdrie, AB
- Full-time
Many companies are experiencing an increase in recruitment fraud in the form of fake job postings on social media and career sites.
Added 1 hour ago
LL
Social Media Manager
LEAP Legal Software
Remote, Canada
- $85,000 to $100,000 CAD / year
- Contract
- Remote
LEAP is hiring a Social Media Manager to bring our brand, products, and services to life through compelling social storytelling that builds brand awareness, grows our audience, and drives…
Added 1 hour ago
MO
Program Manager, Wastewater Services
Municipality of Chatham-Kent
Chatham-Kent, ON · Chatham, ON
- Full-time
The Municipality of Chatham-Kent has an opening for a permanent full-time Program Manager, Wastewater Services with the Public Utilities Commission.
Added 1 hour ago
MO
Program Manager, Water Services
Municipality of Chatham-Kent
Chatham-Kent, ON · Chatham, ON
- Full-time
…water loss, and system initiatives through the CK PUC website, social media, and other communication channels. Education and outreach are among the tools used in Ontario's source water…
Added 1 hour ago
RB
Manager, YouTube & Affiliates
Royal Bank of Canada
Toronto, ON
- Full-time
We're looking for a hands-on, execution-first Manager, YouTube & Affiliates to lead the day-to-day development of our YouTube content and our affiliate partnerships. This is a role for…
Added 2 hours ago
D
Senior Digital Project Manager - 6 month FTC
DEPT®
Toronto, ON
- $70,000 to $80,000 CAD / year
…specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and first to move. Clients…
Added 2 hours ago
TC
Advancement Communications Specialist
The Christian Reformed Church in North America
ON
- $26.31 CAD / hour
- Part-time
Adapt long-form copy and messaging into concise, tailored copy for email campaigns, social media, and direct mail.
Added 2 hours ago
N
Marketing Specialist - Bilingual (FR/EN) (Contract)
Numeris
Toronto, ON
- Contract
…workflow to ensure timely delivery of initiatives. Oversees social media channels and content calendars, supports event planning and logistics, and serves as a key connector between…
Added 2 hours ago
A
Product Guide - Seasonal
ARC'TERYX
Halton Hills, ON
- Part-time
- Temporary
Answering store phones and responding to voicemails and store emails; on occasion, this could include responding on the Epicenter social media channels
Added 2 hours ago
R
Manager, YouTube & Affiliates
RBC
Toronto, ON
- Full-time
We're looking for a hands-on, execution-first Manager, YouTube & Affiliates to lead the day-to-day development of our YouTube content and our affiliate partnerships. This is a role for…
Added 2 hours ago
D
Gestionnaire, Planification Média
DAC
Montreal, QC
- Full-time
Faites progresser votre carrière chez DAC à titre de gestionnaire, planification média
Added 2 hours ago
IB
Customer Experience Leader (Contract 18 Months)
Indigo Books & Music
London, ON
- $18.6 to $23.25 CAD / hour
- Full-time
…customer events, author signings, consignment programs, and store social media…
Added 3 hours ago
HA
Junior Product Manager, Hugel Canada
Hugel Aesthetics
Toronto, ON
- Full-time
Support the development and maintenance of digital channels for assigned brands, including web content, HCP-facing digital tools, email and social media, within regulatory guidelines.
Added 3 hours ago
PS
Ottawa Head Event Supervisor
Puppy Sphere
Ottawa, ON
- $20 CAD / hour
- Part-time
Assist and support Regional Operations Manager and Operations Coordinator with day-to-day operations to meet or exceed company goals.
Added 3 hours ago
PC
Pharmacy Assistant – Liverpool, NS
Pharmasave Canada
Hunts Point, NS
- Full-time
Interested applicants may submit resumes to Kelly Sarty, Pharmacy Manager.
Added 3 hours ago
UG
Supervisor, Creative Services and Strategy (Temporary, Full-time) Vancouver
Union Gospel Mission (Vancouver)
Vancouver, BC
- Full-time
Reporting to the Manager, Marketing (MM) the Supervisor Creative Services & Strategy (SCSs) is responsible for overseeing creative strategy, the creative process and project management for…
Added 4 hours ago
TV
Social Media and Community Relations Coordinator
The View Dental Canada
Toronto, ON
- Full-time
Are you passionate about social media and creating engaging content? A group of 8 dental offices in downtown Toronto is looking for a Social Media Manager to help grow and maintain their…

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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