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Added 5 mins ago
T
Counsel, M&A
TD
Toronto, ON
- Full-time
The M&A Counsel will serve as a trusted advisor to TD's Corporate Development team, business executives and other legal colleagues on a broad range of strategic transactions and corporate…
Added 5 mins ago
S
Services Lead, Stores - Full Time
Sephora
Calgary, AB
- $20 to $23.55 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 19 mins ago
RB
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Royal Bank of Canada
Richmond Hill, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 19 mins ago
RB
Banking Advisor - Vaughan
Royal Bank of Canada
Vaughan, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 19 mins ago
RB
Senior Manager, Risk and Controls
Royal Bank of Canada
Toronto, ON
- Full-time
…groups to define and achieve deliverables, acting as a trusted advisor on risk and controls by liaising with 1 LoD, 2LOD, and…
Added 34 mins ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
Quebec, QC
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 34 mins ago
CO
Coordinator, Corporate Records
City of Medicine Hat
Medicine Hat, AB
- Full-time
…industry standards, and organizational needs. As a trusted advisor, you'll provide guidance and expertise that strengthens records management practices across the…
Added 34 mins ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 34 mins ago
IW
Coordinator, Region Office Operations (12 Months Contract) - North York, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
…responsible for providing operational and administrative support services to members of the Advisor network in Region and Division offices across the…
Added 34 mins ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
ON · Ontario, Canada
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 34 mins ago
DG
Manager, Privately Held Business Group
Doane Grant Thornton LLP
Toronto, ON
- Full-time
…trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ over 3000 people across Canada, and we truly care about our…
Added 1 hour ago
SL
AVP Insurance Distribution
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…leader sets priorities, makes timely decisions, strengthens advisor and firm relationships, builds sales capability and enables sustainable life and health insurance growth anchored in…
Added 1 hour ago
SL
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 1 hour ago
SL
AVP Dealer Transformation
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…will define and execute a multi-year roadmap that enhances advisor and client experiences, accelerates digital innovation, improves operational efficiency, and supports the future growth of…
Added 1 hour ago
Business Advisor - Rideau & William, Ottawa, ON
Scotiabank
Ottawa, ON
…including the features and benefits of business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security…
Added 1 hour ago
Canada Tax Technology Group (CTTG) - Manager, AI Adoption & Enablement
EY
Toronto, ON
…identify opportunities where AI can simplify work, improve client service, and unlock capacity. Rather than focusing on large-scale software development, you will help teams rapidly solve…
Added 1 hour ago
T
PLM Functional Analyst – Teamcenter
Techso
Montreal, QC
- Full-time
In this role, you'll become a strategic advisor to our clients, contributing to every phase of the project lifecycle - from business analysis and solution design to deployment and user…
Added 1 hour ago
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Product Manager
Co-operators
Guelph, ON
- Full-time
…Digital product portfolio. You will be responsible for the client, advisor and operations experience when it comes to building out the capabilities and features. You will play an integral…
Added 1 hour ago
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Product Manager
Co-operators
Toronto, ON
- Full-time
…Digital product portfolio. You will be responsible for the client, advisor and operations experience when it comes to building out the capabilities and features. You will play an integral…
Added 1 hour ago
R
Lead Product Owner - Salesforce
RBC
Toronto, ON
- Full-time
As Product Owner of the Client 360 Platform, this role will be responsible for the business needs and capabilities required in the implementation and enhancement of the new Salesforce.com…
Added 1 hour ago
R
Senior Manager, IT Risk and Controls
RBC
Toronto, ON
- Full-time
…groups to define and achieve deliverables, acting as a trusted advisor on risk and controls by liaising with 1 LoD, 2LOD, and…
Added 1 hour ago
R
Client Advisor
RBC
Temiskaming Shores, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
R
Client Advisor
RBC
Northern Bruce Peninsula, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
R
Banking Advisor - Vaughan
RBC
Toronto, ON · Vaughan, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
R
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
RBC
Toronto, ON · Markham, ON · Aurora, ON · Richmond Hill, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

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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