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Added 8 hours ago
R
Assistant Resident Manager
Realstar
Cornwall, ON
- Full-time
We are currently seeking an Assistant Resident Manager to live and work at one of our properties in Cornwall. This position would require you to live on-site and work four weekdays each…
Added 8 hours ago
CG
Assistant Cafe Manager – Full-Time
Country Grocer
Nanaimo, BC
- Full-time
Job Title: Assistant Cafe Manager – Full-Time
Added 9 hours ago
DP
Property Manager
Drake Property Management
Hamilton, ON
- $70,000 to $75,000 CAD / year
- Full-time
The Property Manager is responsible for the operational, financial, and resident experience performance of a portfolio of multifamily residential properties.
Added 9 hours ago
CO
Assistant Manager, Revenue Services
City of Nanaimo
BC · British Columbia, Canada
- Full-time
The City of Nanaimo is seeking a permanent full-time Assistant Manager, Revenue Services. Reporting to the Manager, Revenue Services, this position is responsible for the day-to-day…
Added 9 hours ago
KP
Property Management Administrative Assistant
KARE Property Management Group Ltd.
Fort St. John, BC
- Full-time
KARE Property Management Group Ltd. is looking for an organized, dependable assistant to support our Assistant Property Manager & Leasing Specialist. This position combines office…
Added 9 hours ago
A
Fairmont Gold Assistant Manager Full-time
AccorHotel
Victoria, BC
- Full-time
…experience. By fostering an engaged team of service professionals as Assistant Manager, Fairmont Gold, you will bring our exceptional “Fairmont Gold standards” to life in our Fairmont Gold…
Added 10 hours ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Toronto, ON
- Full-time
The Manager, Workplace Operations & Executive Support, Canada leads the safe, effective and consistent operation of Liberty Mutual Canada workplaces and the Canadian Centralized Executive…
Added 14 hours ago
B
Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
…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…
Added 17 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 18 hours ago
Assistant Guest Experience Manager
West Edmonton Mall Property Inc. (West Edmonton Mall & Fantasyland Hotel)
Edmonton, AB
The Assistant Guest Experience Manager is responsible for supporting an exceptional guest experience throughout Fantasyland Hotel, with a strong focus on service delivery, guest engagement…
Added 18 hours ago
J
Property Administrator
JLL
Toronto, ON
- Full-time
The Property Administrator is responsible for providing assistance to the Property Manager in conducting his/her mandated duties in support of the tenant relation and property management…
Added 20 hours ago
Journeyperson Plumber, Campus Operations
University of Saskatchewan
Saskatoon, SK
Nature of Work: Reporting to an Assistant Manager, Facilities, this position works in a multi-trade environment across a large and diverse campus. Work is performed both indoors and…
Added 20 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 1 day ago
DH
Assistant Housekeeping Manager (Maternity Leave Contract: 12-months)
Delta Hotels and Resorts®
Calgary, AB
- Contract
…guest arrival and departure procedures and to maintain the property’s cleanliness standards. Strives to ensure guest and employee satisfaction and achieve the operating…
Added 1 day ago
Housekeeping Supervisor
Northland Properties
Vancouver, BC
Assist the Executive Housekeeper and Assistant Housekeeping Manager(s) with:
Added 1 day ago
A
Assistant Grounds and Equipment Manager
AccorHotel
Lake Louise, AB
- Full-time
The Fairmont Hotel seeks an Assistant Grounds and Equipment Manager to support in overseeing grounds maintenance, landscaping, and equipment management. Responsibilities include supervising…
Added 1 day ago
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
Added 1 day ago
LM
Manager, Workplace Operations & Executive Support - Canada
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
The Manager, Workplace Operations & Executive Support, Canada leads the safe, effective and consistent operation of Liberty Mutual Canada workplaces and the Canadian Centralized Executive…
Added 1 day ago
M
Operations Supervisor (12 month Contract)
McKesson
Edmonton, AB
- Full-time
Ensures vehicles, machinery, buildings and property are maintained and preventative maintenance is conducted.
Added 1 day ago
FR
Retail Property Manager
Foresight Recruitment Group
Vancouver, BC
- $95,000 to $110,000 CAD / year
- Full-time
To be successful in this role, you will bring at least 5 years of commercial property management experience, including a minimum of 2 years in an Assistant Property Manager capacity or…
Added 1 day ago
FH
Assistant Grounds and Equipment Manager
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
The Fairmont Hotel seeks an Assistant Grounds and Equipment Manager to support in overseeing grounds maintenance, landscaping, and equipment management. Responsibilities include supervising…
Added 1 day ago
M
Assistant Housekeeping Manager (Maternity Leave Contract: 12-months)
Marriott
Calgary, AB
- Full-time
…guest arrival and departure procedures and to maintain the property’s cleanliness standards. Strives to ensure guest and employee satisfaction and achieve the operating…
Added 1 day ago
SP
Site Superintendent - Residential Construction
Southwest Properties
Halifax, NS
- Full-time
Provide clear direction, mentorship, and supervision to site teams including Assistant Superintendents, Coordinators, and Operations Partners.
Added 1 day ago
RH
Executive Assistant (with Office Operations)
Robert Half
Calgary, AB
- Full-time
5+ years of experience in an Executive Assistant, Office Manager, or similar senior administrative role.
Added 2 days ago
PC
Assistant Community Manager
Pacific Cove Properties
Vancouver, BC
- Full-time
We are seeking an Assistant Community Manager to join the on-site team at Fig, a new purpose-built rental community in Vancouver's Riley Park neighbourhood.

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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