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Added 4 mins ago
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People Generalist
Twilio
Remote, Canada
- Full-time
- Remote
…Generalists team, reporting to the Global People Generalists Manager, and partnering closely with and supporting the work of international and functional HRBPs and COEs across the People…
Added 4 mins ago
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Manager, Project Controls
Worley
Markham, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
We are currently recruiting for a Manager of Project Controls.Our team includes world class experts and dynamic go-getters.This is a full-time position based in Canada.
Added 4 mins ago
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Senior Portfolio Release Manager - Flights Acquisition & Retention
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- Full-time
Senior Portfolio Release Manager - Flights Acquisition & Retention
Added 19 mins ago
RM
Clinical Education Coordinator
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Kawartha Lakes, ON · Lindsay, ON
- Temporary
Ensure patient care complies with standards, legislation and regulations. Report non-compliance to the program manager.
Added 19 mins ago
LH
2600002380 - Addiction Counsellor II
Lakeridge Health
Oshawa, ON
- Full-time
Days, Evenings, Weekends (every other weekend & Monday) - 8 Hour Shifts (Subject to Change)
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Maintenance Technician
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- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
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Officer, Human Resources Business Partner (Field)
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- Full-time
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Added 19 mins ago
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Client Services Coordinator
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Montreal, QC
- Temporary
Ensure effective communication regarding the program with the Lodge Manager and other lodge staff utilizing the lodge communication book and RDP database.
Added 20 mins ago
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Underground Mine Operations Supervisor
Vale
Canada
- Full-time
…to put your skills to work, driving meaningful and enduring change while enjoying a rewarding…
Added 20 mins ago
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Production Operator - Ayr, Ontario, Canada
dsm-firmenich
Ayr, ON
- Full-time
Warn offenders and inform the Plant Manager / Production Supervisor if and when instructions are not complied with.
Added 34 mins ago
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Bilingual Senior Manager, Client Finance Operations – Québec Clients
Burson
Toronto, ON
- Full-time
…marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. For more information, visit…
Added 34 mins ago
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Graphic Designer & Brand Coordinator
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Chilliwack, BC
- Full-time
Reports to: Executive Director + Destination Marketing Manager
Added 34 mins ago
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Technical Analyst
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Toronto, ON
- Full-time
Reporting to the IT Manager – Technical and Client Services, the Technical Analyst is responsible for the effective provisioning, installation, configuration, operation, support, and…
Added 34 mins ago
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Full Stack Solutions Developer
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Toronto, ON
- Full-time
We are seeking a Full Stack Solution Developer for our Pension Solutions team. Reporting to the Manager, Enterprise Automation, the Full Stack Solutions Developer will collaborate closely…
Added 35 mins ago
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Engagement Manager
TEKsystems
Ottawa, ON
- $70,900 to $106,300 CAD / year
- Full-time
The Engagement Manager (EM) is a delivery leadership position within the TEKsystems Global Services (TGS) organization and responsible for managing one or more engagements or engagement…
Added 35 mins ago
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Senior Product Manager, Financial Infrastructure
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Remote, Canada
- Full-time
- Remote
We're hiring a Senior Product Manager to own the rails that move money into, out of and across Float: financial ledgering, financial accounts, payment rails (EFT, wires, ACH, cross-border…
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HR Business Partner
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- Full-time
…and implement HR action plans in partnership with the site Manager and be willing to take on special projects as needed. This role will be responsible for the overall leadership and…
Added 49 mins ago
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Manager of Projects (MOP)
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Ottawa, ON
- $168,600 to $221,325 USD / year
- Full-time
…infrastructure needs of data centers and private developers. As Manager of Projects (MOP), you will lead a portfolio of projects and serve as a key liaison with Advanced Facilities (AF),…
Added 49 mins ago
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Senior Portfolio Release Manager - Flights Acquisition & Retention
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- Full-time
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Added 49 mins ago
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The Delivery Manager serves as the central point of coordination between internal teams and clients to ensure predictable execution, seamless communication, and a high-quality customer…
Added 49 mins ago
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pH7 Technologies is developing innovative processing technologies with the potential to change how critical minerals are recovered and how mining projects are developed.
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Added 49 mins ago
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Shelter Resource Worker
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Days of rest shall be consecutive. Schedule may change with two weeks’ notice
Added 49 mins ago
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Delivery Manager
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Added 49 mins ago
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Shelter Resource Worker
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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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