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Added 2 mins ago
C
Analyst, Client Onboarding & Service
CIBC
Toronto, ON
- Full-time
Relationship Building – As a project manager the Analyst, Client onboarding & Sales Support will lead and manage the transition effort while collaborating with the team identified to…
Added 2 mins ago
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Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 2 mins ago
B
Customer Services Representative
BMO
North Vancouver, BC
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 2 mins ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 31 mins ago
BB
Project Coordinator
Bosch Building Technologies North America
Quebec, QC
- Full-time
…The primary objective of this role is to support the Project Manager in delivering high-quality project results as efficiently as possible. May be requested to lead and manage smaller…
Added 32 mins ago
Operations Manager
Stephenson's Rental Services
Calgary, AB
The Operations Manager is a key player in our store who serves as a leader for the customer facing team. With empathy, they are committed to listening to customer requests and, with…
Added 47 mins ago
BG
Service Technician - Shop
Brandt Group of Companies
Mount Pearl, NL
- Full-time
Operate within budgets and approvals established by the Service Manager.
Added 1 hour ago
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Warehouse Unloader/Loader - UniFirst Canada
UniFirst
Kelowna, BC
- Full-time
Identify, document, and communicate route shortages to the Branch Manager, Service Teams, and Production Management.
Added 1 hour ago
K
Overhead Crane Technician / Industrial Electrician
Konecranes
Dartmouth, NS
- Full-time
Comply with all corporate Safety Policies and guidelines/procedures, including Branch Monthly meetings and those established by the customer. Advise Supervisor or Manager of any unsafe…
Added 1 hour ago
AC
Financial Consultant - Provencher Branch
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Reporting to the Branch Manager, Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of…
Added 1 hour ago
Sales Representative, Residential Repaint
Sherwin-Williams
Orangeville, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams
Added 1 hour ago
LT
Automation and Build Developer II
LMI Technologies
Burnaby, BC
- Full-time
Join our Software Operations team as a Build & Test Automation Engineer and become the engine behind how our code gets from a developer's keyboard to a sensor on that line.
Added 1 hour ago
ScotiaMcLeod IIA Branch Supervision and Service Manager, Toronto
Scotiabank
Toronto, ON
…well as supporting the Management Team in achieving overall branch growth and profitability. The role is also responsible for guidance and support to the Advisory Teams as it relates to…
Added 1 hour ago
TO
Coordinator, Public Service (Part-Time)
Town of Caledon
Caledon, ON
- Part-time
Reporting directly to the Branch Manager, this role is responsible for the day-to-day delivery of branch services. You will provide a variety of public services including borrower services,…
Added 1 hour ago
K
Overhead Crane Technician / Industrial Electrician
Konecranes
Dartmouth, NS
- Full-time
Comply with all corporate Safety Policies and guidelines/procedures, including Branch Monthly meetings and those established by the customer. Advise Supervisor or Manager of any unsafe…
Added 1 hour ago
OD
Project Coordinator
Overhead Door Corporation
AB · Edmonton, AB
- Full-time
We have an immediate opening for a Project Coordinator located in the Edmonton Branch. Reporting to the General Manager, this position is responsible for managing contracts for ongoing and…
Added 1 hour ago
K
Overhead Crane Technician / Industrial Electrician
Konecranes
Dartmouth, NS
- Full-time
Comply with all corporate Safety Policies and guidelines/procedures, including Branch Monthly meetings and those established by the customer. Advise Supervisor or Manager of any unsafe…
Added 2 hours ago
LT
Automation and Build Developer II
LMI Technologies
Burnaby, BC
- $75,200 to $107,160 CAD / year
- Full-time
Join our Software Operations team as a Build & Test Automation Engineer and become the engine behind how our code gets from a developer's keyboard to a sensor on that line.
Added 3 hours ago
T
Personal Banking Associate - Granby (18.75 hours)
TD
Granby, QC
- Part-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Markham, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Ottawa, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 3 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 3 hours ago
MC
Operator - 2
Midwest co-operative services
Harriston, ON
- $24 to $29 CAD / hour
- Full-time
…of Operator 2. Under the direction of the Agronomy Location Manager, the Operator – 2 safely operates trucks, custom application equipment, and facility machinery. This role is suited for…
Added 3 hours ago
IW
Warehouse/Yard Associate
ICONIX Waterworks
Abbotsford, BC
- Other
We are looking for a dependable, hands-on Warehouse/Yard Associate to join our Abbotsford branch!
Added 3 hours ago
OD
Project Coordinator
Overhead Door
Edmonton, AB
- Full-time
We have an immediate opening for a Project Coordinator located in the Edmonton Branch. Reporting to the General Manager, this position is responsible for managing contracts for ongoing and…

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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