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Added 24 mins ago
HD
Secondary LTO: Technological Education - Transportation
Halton District School Board
Oakville, ON
- Full-time
LONG TERM OCCASIONAL (LTO) SECONDARY CONTRACT OPPORTUNITIES FOR THE 26-27 SCHOOL YEAR
Added 24 mins ago
ES
Senior Manager, Finance and Administration
Edmonton Southside Primary Care Network
AB · Edmonton, AB
- Full-time
Edmonton Southside Primary Care Network – Senior Manager, Finance and Administration
Added 25 mins ago
CS
Project Coordinator - Canem
Canem Systems Ltd.
Mississauga, ON · Canem Mississauga
- Full-time
Reporting to the Branch Manager, the Project Coordinator - Canem will be based on-site, on a project in the Greater Toronto area.
Added 40 mins ago
VE
Commercial Contracts Manager
Veolia Environnement SA
Oakville, ON
- Full-time
The Commercial Contracts Manager will be responsible for providing world class support from
Added 54 mins ago
CE
Project Designer/Manager – Traffic Signals
Colm Engineering Ltd
Hamilton, ON
- Full-time
Contract administration including tendering, award, quantity review, completion and assumption stages.
Added 54 mins ago
MT
Senior Procurement Manager
Manx Telecom Enterprise
Permanent North American Gaeltacht, ON
- Full-time
Vacancy Name Senior Procurement Manager Vacancy No VN967 Function Procurement Work Location Manx Telecom Headquarters, Isle of Man Business Park, Cooil Road, Braddan, Isle of Man, IM99 1HX…
Added 55 mins ago
K
Security Supervisor - Retail - Full time
Kandor
Hamilton, ON
- Full-time
Resource Management: ensuring we have the right number of employees for shifts and working within contract billable hours.
Added 55 mins 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
CC
Lloydminster - Full-time Class 1 Driver Merchandiser (12 Month Contract)
Coca-Cola Canada Bottling Limited
AB · Blackfoot, AB
- Full-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 1 hour ago
VC
Analyst (Payroll Services)
Vanier College
Montreal, QC
- $55,812 to $95,643 CAD / year
- Full-time
Under the supervision of the Manager of Payroll Services, the Analyst is responsible for the analysis, development, coordination and monitoring of all payroll systems, methods and…
Added 1 hour ago
GO
Civil Estimator
Gulf Operators Ltd.
Saint John, NB
- Full-time
…respond to pre-qualifications, RFQ’s, RFP’s and preparing bid for General Manager’s review and…
Added 1 hour ago
TS
Shelter Support Worker Women's
The Salvation Army Canada and Bermuda Territory
London, ON
- Full-time
Reports directly to the Shelter Supervisor or Shelter Manager
Added 1 hour ago
HR
Technical Specialist, Quality Assurance
Hitachi Rail
Toronto, ON
- Full-time
The Technical Specialist, Quality Assurance assumes the role of Quality Assurance Manager (QAM) within the Product/Project team organization and has the responsibility of assuring the…
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
TS
Shelter Support Worker Women's
The Salvation Army in Canada
London, ON
- Full-time
Reports directly to the Shelter Supervisor or Shelter Manager
Added 1 hour ago
Project Manager, Construction
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mississauga, ON
We’re looking for a Project Manager, Construction to lead and coordinate construction projects from planning and design through to completion. In this role, you’ll work closely with retail…
Added 1 hour ago
Apatisiiwin Skills Development - Program Development Officer
Cree Nation Government
Eeyou Istchee, QC
In collaboration with the Manager of Programs, manage program budgets, related to a geographic territory, a type of clientele or an economic sector of activity.
Added 1 hour ago
Social Worker 2 - Forensic Early Intervention Service
CAMH
Toronto, ON · Etobicoke, ON
The Complex Care & Recovery Program is seeking a full-time, temporary Social Worker 2 (18 month contract) to work in the Forensic Early Intervention Service. Reporting to the Program…
Added 1 hour ago
CG
Site Superintendent
Con-Tech General Contractors
SK · Saskatchewan, Canada
- Full-time
…coordinating and safely executing the work in accordance with the contract documents, schedule and budget. This individual will work closely with the Project Manager and fulfill an integral…
Added 1 hour ago
HR
Technical Specialist, Quality Assurance
Hitachi Rail
Burnaby, BC
- Full-time
The Technical Specialist, Quality Assurance assumes the role of Quality Assurance Manager (QAM) within the Product/Project team organization and has the responsibility of assuring the…
Added 2 hours ago
LV
Order Processing Associate - Seasonal
Lee Valley Tools
Ottawa, ON
- Up to $19.3 CAD / hour
- Full-time
- Temporary
We are looking for candidates to work Monday to Friday from 7:30 AM to 4 PM on a short-term contract.
Added 2 hours ago
CH
Fraud, Waste and Abuse Operations Lead Analyst - 12 Months Contract - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Pay Range: $60,000-$68,000. Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and location for…
Added 2 hours ago
CS
Lloydminster - Full-time Class 1 Driver Merchandiser (12 Month Contract)
CONA Services
AB · Lloydminster, AB
- Full-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 2 hours ago
CS
Lloydminster - Full-time Class 1 Driver Merchandiser (12 Month Contract)
CONA Services
AB · Lloydminster, AB
- Full-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 2 hours ago
SR
Assistant Project Manager
SmartCentres REIT
Vaughan, ON
- Full-time
Job Title: Assistant Project Manager - Construction

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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