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Added 3 hours ago
TM
Administrative Assistant
The M1 Group Investments
Vancouver, BC
- Full-time
Administrative Assistant – Construction & Residential Property
Added 4 hours ago
L&
Print Music Sales/Office Assistant
Long & McQuade Musical Instruments
Vancouver, BC
- Full-time
Previous experience in retail or sales is an asset
Added 4 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Porcupine Plain, SK
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 5 hours ago
RU
Site Leader
Ricoh USA, Inc.
Vancouver, BC
- Full-time
…day-to-day operations and staff of specified location. The Assistant Manager may run shifts or site solo. Functions as a document specialist or other operations worker the majority of the…
Added 5 hours ago
LT
Assistant Personal Training Leader
Life Time Inc.
Woodbridge, ON
- Full-time
…new team members, assisting in managing the connectivity and sales process, educating on all products and services, delivering your own personal production, and helping your team achieve…
Added 6 hours ago
CC
Account Representative 3 - RC - Union
Coastal Community
Nanaimo, BC
- Full-time
Accountable for the achievement of goals through effective sales and service initiatives.
Added 6 hours ago
LD
Store Systems and Administration
London Drugs Limited
Chilliwack, BC
- $18.25 to $21.58 CAD / hour
- Other
The individual in this position is responsible for the administrative functions of store operations, cash room, and the integrity of store-level pricing. Accordingly, you will report…
Added 7 hours ago
Senior LCE Underwriter
First West
Langley (District), BC · Langley, BC
Process Excellence: Works independently under the guidance of the Manager & Assistant Manager, LCE and act as the main contact for brokers/branches in the absence of the Manager, LCE.…
Added 7 hours ago
B
Account Manager - Internal
Brenntag
Canada/Creekbank
- Full-time
The Account Manager is responsible for managing the overall sales efforts in her/his assigned territory to maximize sales and profit. S/he utilizes mainly telephone contact and/or…
Added 7 hours ago
NF
Senior Sales Coordinator
Northbridge Financial
Mississauga, ON
- Full-time
Minimum 5 years of experience in sales events, support, administrative assistant, executive assistant, or coordination role.
Added 7 hours ago
F
administrative assistant
Fibrobec
Beloeil, QC
- Full-time
Added 8 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Teslin, YT
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 8 hours ago
R
Site Leader
Ricoh
Vancouver, BC
- Full-time
…day-to-day operations and staff of specified location. The Assistant Manager may run shifts or site solo. Functions as a document specialist or other operations worker the majority of the…
Added 8 hours ago
NC
Administrative Assistant
Numis CPAs Inc.
AB · Alberta, Canada
- Full-time
NUMIS CPAs Inc is looking for a highly organized and detail-oriented Administrative Assistant to join our team! Reporting to the Admin Manager, you will play a key role in providing…
Added 8 hours ago
RU
Office Services Coordinator
Ricoh USA, Inc.
Mississauga, ON
- Full-time
…day-to-day operations and staff of specified location. The Assistant Manager may run shifts or site solo. Functions as a document specialist or other operations worker the majority of the…
Added 8 hours ago
L&
Assistant Store Manager - Sherway Gardens
Lindt & Sprüngli (Canada), Inc
Toronto, ON · Etobicoke, ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in our brand new location in Sherway Gardens. The ideal…
Added 8 hours ago
L&
Assistant Store Manager - Sherway Gardens
Lindt & Sprüngli (Canada), Inc
Toronto, ON · Etobicoke, ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Assistant Store Manager for our Lindt Chocolate Shop in our brand new location in Sherway Gardens. The ideal…
Added 9 hours ago
N
Assistant Store Manager - Feeds' n Needs - Saint John
Nutreco
Saint John, NB · St. John , New Brunswick
- Full-time
Position: Assistant Store Manager - Feeds' n Needs
Added 9 hours ago
NF
Senior Sales Coordinator
Northbridge Financial Corporation
Mississauga, ON
- Full-time
Minimum 5 years of experience in sales events, support, administrative assistant, executive assistant, or coordination role.
Added 9 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Lebret, SK
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 9 hours ago
Post Office Assistant - Term
Canada Post - Postes Canada
Ahousat, BC
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 9 hours ago
RJ
Branch Assistant
Raymond James
AB
- Full-time
The primary role of the Branch Assistant is to provide operational and administrative support to the management team, and ensure the branch is ran efficiently and effectively. The…
Added 9 hours ago
AC
Member Services Representative - Pembina Crossing
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Reporting to the Assistant Branch Manager, the Member Service Representative (MSR) plays a key role in delivering consistent and compelling member experience at ACU. The Member Service…
Added 9 hours ago
JUNIOR ASSITANT MANAGER
Boutique La Vie En Rose
Quebec, QC
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 9 hours ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Saskatoon, SK
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.

BMO

Client Service Assistant, Private Wealth

Toronto, ON, Canada
FCP, 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: Oct 19, 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 5, 2026

Original job description

Application Deadline:

10/18/2026

Address:

100 King Street West

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 Investment Representative licensing with CIRO 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

This job posting is for a current vacancy.

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 requests, including money movement and account updates. They also coordinate marketing activities and ensure all branch operations comply with regulatory and risk management policies.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Applicants must meet Investment Representative licensing requirements with CIRO and possess knowledge of wealth management operations.

Skills

Client service
Wealth management
Investment administration
Relationship management
Financial reporting
Database management
Compliance
Risk management
Communication skills
Organizational skills
Problem solving
Team collaboration
Investment products
Account management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
BMO Nesbitt Burns
Investment advisor
CIRO
Client service
Risk management
Compliance
Account opening
Financial planning
Investment products
Stocks
Bonds
Mutual funds
Fee based products
Administration
Marketing
Database management
Reporting
Private wealth
Branch operations

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