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Added 1 hour ago
M
Manager, Facilities Management
Morguard
Mississauga, ON
- Full-time
As one of Canada’s leading real estate companies, with properties across North America, we’re proud of our history and excited about our future.
Added 4 hours ago
TS
Senior Property Manager, Commercial
TalentSphere Staffing Solutions
New Westminster, BC
- Full-time
…performance. The ideal candidate will be a well-rounded real estate professional with strong operational instincts and the ability to navigate the complexities of high-traffic,…
Added 4 hours ago
C
Estate Planning Assistant
CIBC
Edmonton, AB
- Full-time
You’ll join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of…
Added 6 hours ago
TP
Executive Assistant Office Manager
TDS Personnel
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Seeking a highly organized, technologically savvy, and proactive Executive Assistant/Office Manager to provide comprehensive administrative support to the office and team. The ideal…
Added 6 hours ago
Business Services Officer
Government of Alberta
AB
The Business Services Officer supports the delivery of real estate services
Added 6 hours ago
CI
Executive Assistant, Infrastructure
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As Executive Assistant, Infrastructure, you will provide day-to-day administrative support to senior leaders and the broader team, helping them operate effectively in a fast-paced, global…
Added 7 hours ago
LL
Legal Assistant (Tax)
Linmac LLP
Calgary, AB
- Full-time
We are currently looking for an experienced Legal Assistant to join our Calgary office supporting our Tax practice.
Added 8 hours ago
QP
Assistant Community Manager
QuadReal Property Group
Toronto, ON
- Full-time
Reporting to the Community Manager, the Assistant Community Manager is responsible for the administration and leasing functions at the property. The Assistant Community Manager is…
Added 9 hours ago
AL
Assistant Property Manager
Avenue Living Residential
Calgary, AB
- Full-time
…types by conducting suite assessments in advance of move-outs, planning and submitting approval requests for suite turns, issuing purchase orders to vendors and/or work orders to…
Added 9 hours ago
M
Manager, Facilities Management - Multi-Residential
Morguard
Mississauga, ON
- Full-time
As one of Canada’s leading real estate companies, with properties across North America, we’re proud of our history and excited about our future.
Added 13 hours ago
QP
Administrative Assistant - Real Estate Debt
QuadReal Property Group
Toronto, ON
- Full-time
Reporting to the Executive Assistant, Real Estate Debt (“RE Debt”), the Administrative Assistant provides administrative support to QuadReal’s Real Estate Debt Team (including some Mortgage…
Added 1 day ago
QP
Administrative Assistant - Real Estate Debt
QuadReal Property Group
Toronto, ON
- Full-time
Reporting to the Executive Assistant, Real Estate Debt (“RE Debt”), the Administrative Assistant provides administrative support to QuadReal’s Real Estate Debt Team (including some Mortgage…
Added 1 day ago
VL
Legal Assistant Paralegal
Vision Law Group
AB · Edmonton, AB
- Full-time
…limited to civil litigation, criminal law, family law, real estate, and immigration matters. We are a small, close-knit team that works collaboratively and treats each other with genuine…
Added 1 day ago
Assistant Vice-President, Corporate Properties & Workplace Services
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
We are looking for an Assistant Vice-President, Corporate Properties & Workplace Services.
Added 1 day ago
LM
Assistant Vice President, Executive Underwriter, Property
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Underwrite a diverse range of risks including real estate, construction, hospitality, public sector, and resource-based industries (e.g., forestry, mining).
Added 1 day ago
RA
Tax & Estates Legal Assistant
Robins Appleby LLP
Toronto, ON
- Full-time
Assist with preparation of correspondence and legal documents relating to areas of taxation and estate planning including complex wills, family trusts and estate administration;
Added 1 day ago
SL
Director, Domain Enterprise Architect, Technology Modernization and Cloudification
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Reporting to the Assistant Vice President, Enterprise Architecture, Core Platforms, the Director, Domain Enterprise Architect, Technology Modernization and Cloudification leads the…
Added 2 days ago
SL
Director, Domain Enterprise Architect, Technology Modernization and Cloudification
Sun Life Québec
Montreal, QC
- Full-time
Reporting to the Assistant Vice President, Enterprise Architecture, Core Platforms, the Director, Domain Enterprise Architect, Technology Modernization and Cloudification leads the…
Added 2 days ago
CI
Executive Assistant, Infrastructure
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As Executive Assistant, Infrastructure, you will provide day-to-day administrative support to senior leaders and the broader team, helping them operate effectively in a fast-paced, global…
Added 2 days ago
SL
Director, Domain Enterprise Architect, Technology Modernization and Cloudification
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Reporting to the Assistant Vice President, Enterprise Architecture, Core Platforms, the Director, Domain Enterprise Architect, Technology Modernization and Cloudification leads the…
Added 2 days ago
MU
Teaching Assistant - ARCH 551 W27
McGill University
Harrington, QC · MacDonald Harrington
- Part-time
…participation and community engagement; land development and real estate; project feasibility and implementation; policy monitoring and evaluation; emergent city-building…
Added 2 days ago
TH
Executive Assistant
Talent Harbour
Burnaby, BC
- $65,000 to $85,000 CAD / year
- Full-time
…Firm. They manage a diverse portfolio of companies in real estate, technology, business consulting, and talent management and recruiting. Led by a husband-and-wife team of award-winning…
Added 2 days ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members…
Added 2 days ago
AY
Property Manager
Avison Young | Canada
Toronto, ON
- Full-time
Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We’ve designed our corporate structure to…
Added 4 days ago
KI
assistant property manager
KOLT Investments
Toronto, ON
- Full-time
Evaluate construction projects when modifying commercial, transportation or recreational facilities and real estate

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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