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Added 4 mins ago
WC
PHARMACY ASSISTANT
Walmart Canada
Portage la Prairie, MB
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 4 mins ago
WC
PHARMACY ASSISTANT
Walmart Canada
Portage la Prairie, MB
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 4 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Trenton, ON
- Full-time
…Operations - specific area that the incumbent will oversee). An Assistant Manager is cross-trained to work proficiently in all areas of the Store when…
Added 4 mins ago
WC
Pharmacy Assistant
Walmart Canada
Peterborough, ON
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 20 mins ago
LD
Store Systems and Administration
London Drugs Limited
Chilliwack, BC
- $18.25 to $21.58 CAD / hour
- Other
…store-level pricing. Accordingly, you will report directly to the Assistant Store Manager and Store…
Added 36 mins ago
Back Office Lead
Frontier Dermatology Staff Careers
Vancouver, BC
Grow With Us: We’re excited to introduce a new Lead Medical Assistant opportunity for those desiring to enter the Leadership field!
Added 50 mins ago
UO
Program Assistant
University of British Columbia
Vancouver, BC · UBCV | Fred Kaiser Building (KAIS)
- $4,582 to $4,816 CAD / month
- Full-time
…resources processes. In addition, the position contributes to general administrative and reception support within the administrative services office. The Program Assistant ensures that…
Added 1 hour ago
MC
Assistant Manager, Corporate Accounting
MatchBox Consulting Group
Burnaby, BC
- Full-time
They are looking for an Assistant Manager, Corporate Accounting to join their management team and help lead financial and corporate reporting, internal controls, and performance measurement…
Added 1 hour ago
Senior LCE Underwriter
First West
Langley (District), BC · Langley, BC
…and acts as the main contact for branches in the absence of Assistant Manager, LCE. Oversees the LCE operations process by providing guidance to LCE underwriters and…
Added 1 hour 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 1 hour ago
Gaming Tournament & Events Manager
Great Canadian Entertainment
Toronto, ON
…gaming sites. The role collaborates closely with each site’s General Manager/Assistant General Manager to ensure consistent and effective execution of poker and slot…
Added 1 hour ago
UO
Hospitality Coordinator
University of British Columbia
Vancouver, BC
- $4,732 to $4,972 CAD / month
- Full-time
Reports to the manager, administration and finance, with a dotted line to the assistant principal, programs. Provides essential support to the principal, and also supports the events and…
Added 2 hours ago
S
Liquor Store - Assistant Manager Liquor Store
Sobeys
Stettler, AB
- Full-time
…oriented and passionate people leader to join our team as an Assistant Store Manager. As a member of the management team, our Assistant Store Manager is responsible for leading the…
Added 2 hours ago
PW
Shop Lead Hand
Pacific Western Transportation Ltd
Medicine Hat, AB
- Full-time
…and procedure. The position is directly accountable to the Assistant General Manager for the effective utilization of shop facilities, equipment/manpower, and the maintenance, efficiency,…
Added 2 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 2 hours ago
EC
Daycare Kitchen Assistant – Closed Internal/ Band Member Competition
Enoch Cree Nation
Enoch, AB
- Internship
The Kitchen Assistant supports the daily operations of the school kitchen by assisting with food preparation, meal service, cleaning, and general kitchen organization within the Kitaskinaw…
Added 2 hours ago
CC
Retail Sales Associate
Canna Cabana
Fort Erie, ON
- $17.6 to $18.5 CAD / hour
- Part-time
Answer external and internal phone calls and transfer calls to the appropriate person or Store Manager.
Added 2 hours ago
ES
Pharmacy Assistant Specialty - Express Scripts Canada
Express Scripts Canada
Mississauga, ON
- Full-time
Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and location for this role.
Added 3 hours ago
T
Full-Time Assistant Manager
Torrid
Winnipeg, MB
- Full-time
As an Assistant Store Manager, you'll assist in creating a team environment which fosters inclusivity and positive connections. In this role, you'll support the Store Manager by directing…
Added 3 hours ago
FN
Executive Assistant
First Nations Engineering Services Ltd.
Ohsweken, ON
- $50,000 to $100,000 CAD / year
- Full-time
The Executive Assistant is responsible for providing direct administrative and executive support to both the President and General Manager. This position requires a highly organized,…
Added 3 hours ago
TG
Planet Fitness - Assistant General Manager - Full Time - Oshawa
Taymax Group
Oshawa, ON
- Full-time
We are looking for an Assistant Manager to join our team! As an integral member of our team, this position will be responsible for assisting in the oversight of club operations to ensure an…
Added 3 hours ago
7
Store Leader (Manager) Trainee
7-Eleven
Langford, BC
- Full-time
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 3 hours ago
7
Delivery Assistant Manager (Nights)
7-Eleven
AB · SEDCC Edmonton Warehouse
- Full-time
7-Eleven Distribution Canada Corp. is looking for a Delivery Assistant Manager (Nights) in our Edmonton, AB branch.
Added 3 hours ago
TS
Program Analyst
The Salvation Army Canada and Bermuda Territory
Ottawa, ON
- Full-time
The Administrative Assistant to Outreach and Housing services provides general administrative and office support to the Outreach and Housing services Programs.
Added 3 hours ago
CC
Retail Sales Associate
Canna Cabana
Fort Erie, ON
- $17.6 to $18.5 CAD / hour
- Part-time
Answer external and internal phone calls and transfer calls to the appropriate person or Store Manager.

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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