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Added 1 min ago
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Business Customer Service Rep
Northwestel
Yellowknife, NT
- Full-time
Northwestel is looking for a new Business Customer Service Rep to join our team! In this role, you will be assisting business customers via phone and email to add or change services, answer…
Added 1 min ago
N
Workforce Coordinator
Northwestel
Yellowknife, NT
- Full-time
Answer technician calls on service order progress providing support to Field Operations staff in real-time.
Added 14 mins ago
NC
Engineer, Civil/Structural
Newmont Corporation
Vancouver, BC
- Full-time
Collaborate across operations and project teams to provide technical leadership and engineering oversight that supports safe, reliable, and sustainable business performance.
Added 16 mins ago
A
Product - Senior Manager/Manager, Technical Development Management
Aritzia
Vancouver, BC
- Full-time
…Manager / Manager, Technical Development Management, you will support with optimizing and running the day-to-day operations of the Technical Development department. You will support with…
Added 31 mins ago
WF
Sales Representative
West Fraser
Quesnel, BC
- Full-time
West Fraser offers a range of exciting career opportunities for individuals seeking challenging and rewarding careers. Quesnel office is currently recruiting for a Sales Representative.
Added 31 mins ago
Intermediate Actuarial Analyst
Gore Mutual Insurance
Toronto, ON · Cambridge, ON
Grow your career: Expand your technical and business skills through meaningful projects, cross-functional collaboration, and support for your actuarial development.
Added 31 mins ago
Actuarial Analyst
Gore Mutual Insurance
Toronto, ON · Cambridge, ON
Grow your career: Expand your technical and business skills through meaningful projects, cross-functional collaboration, and support for your actuarial development.
Added 31 mins ago
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Quality Assurance Coordinator
Cencora
Mississauga, ON
- Full-time
This role is in support of Cencora’s global logistics and storage services marketed through our World Courier business.
Added 44 mins ago
GO
Revenue Clerk
Government of Manitoba
Winnipeg, MB
- Full-time
The Department of Business, Mining, Trade and Job Creation is seeking a qualified candidate to fill a Revenue Clerk position in Winnipeg.
Added 44 mins ago
GM
Intermediate Actuarial Analyst
Gore Mutual Insurance
Toronto, ON
- Full-time
Grow your career: Expand your technical and business skills through meaningful projects, cross-functional collaboration, and support for your actuarial development.
Added 44 mins ago
GM
Intermediate Actuarial Analyst
Gore Mutual Insurance
Cambridge, ON
- Full-time
Grow your career: Expand your technical and business skills through meaningful projects, cross-functional collaboration, and support for your actuarial development.
Added 46 mins ago
Sales Representative, Residential Repaint
Sherwin-Williams
Orangeville, ON
…it possible to live this purpose, and for customers and our business to achieve great results. Sherwin-Williams is a place that takes its stability, growth and momentum and translates it to…
Added 1 hour ago
Security Supervisor - Springhill Institution
Commissionaires Nova Scotia
Springhill, NS
Our goal is to create an inclusive, diverse workplace representative, at all job levels, of the citizens we serve. At Commissionaires we support, value, and respect the different views,…
Added 1 hour ago
AW
Logistics & CSR Specialist
Arterra Wines Canada
Mississauga, ON
- Full-time
We are currently recruiting a Customer Service & Logistics Representative to support our Ontario Licensees by providing day to day customer service, including order processing, liaising…
Added 1 hour ago
(Temporary) Showroom Manager Vancouver, BC
Cosentino
Vancouver, BC
- Support the team in identifying and evaluating business opportunities, this includes tracking competitor activity.
Added 1 hour ago
KL
Billingual Canada Partner Associate
KASTECH LIMITED
Toronto, ON
- Contract
…bilingual individuals to join our Sales team. As a Bilingual Sales Representative, you will play a key role in growing the client´s marketplace by identifying and acquiring new restaurant…
Added 1 hour ago
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Webber - Incident Response Technician - Infrastructure Management
Ferrovial
Hamilton, ON
- Full-time
…worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and…
Added 1 hour ago
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Bilingual Manager, Translation Services
Government of Manitoba
Winnipeg, MB
- Full-time
…financial and human resources required for the highly specialized operations of Translation Services, a central unit mandated to provide translation, interpretation and terminology…
Added 1 hour ago
MF
Director Threat Intelligence
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
Added 1 hour ago
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Showroom Manager
COSENTINO
Vancouver, BC
- Temporary
- Support the team in identifying and evaluating business opportunities, this includes tracking competitor activity.
Added 1 hour ago
MT
Inside Sales Representative
MEDLOG Transport & Logistics
Toronto, ON
- Full-time
The Inside Sales Representative supports the Sales function by managing daily customer inquiries, preparing quotations, and generating new business opportunities through both inbound and…
Added 2 hours ago
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Mgr, Workforce Mgmt & Capacity Planning
Northwestel
Yellowknife, NT
- Full-time
Reporting to the Senior Manager Shared Service Operations, this position is responsible for providing a centralized service, referred to as the Control Centre, to coordinate, schedule and…
Added 2 hours ago
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Manager, Network Ops Control Centre
Northwestel
Yellowknife, NT
- Full-time
Internal contacts include Operations (Service Management, Workforce, Implementation Engineering), Customer Services (Business Customer Service Representatives, Account Management),…
Added 2 hours ago
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Quality Assurance Coordinator
Cencora
Mississauga, ON · CAN > ON > Mississauga > Viscount
- Full-time
This role is in support of Cencora’s global logistics and storage services marketed through our World Courier business.
Added 2 hours ago
C
Customer Service Representative I
Covia
Havelock, ON
- Full-time
Covia is looking for a dynamic Customer Service Representative I who will have a positive impact on our team located at the Nepheline Syenite Operations in Havelock, ON. The Customer…

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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