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Added 34 mins ago
CO
Manager of Revenue & Financial Planning
City of Summerside
Summerside, PE
- Full-time
…City’s financial operations. The Revenue & Financial Planning Manager will play a key role in leading the City’s financial planning, revenue management, budgeting, forecasting, and…
Added 1 hour ago
SP
property manager
Seymour Property Management
Vancouver, BC
- $80,000 to $90,000 CAD / year
- Full-time
- On-site
Property Manager *Location:* 570 Dunsmuir Street, Vancouver, BC *Employment Type:* Full-time, Permanent *Salary Range:* $80,000?$90,000 *About Seymour Property Management* Seymour Property…
Added 1 hour ago
GI
HSE Advisor
Green Infrastructure Partners
Hamilton, ON · Lancing Dr, Hamilton, ON
- Full-time
Reporting on the ON West HSE Manager, the HSE Advisor is responsible for supporting the implementation and continuous improvement of GIP’s Health, Safety and Environmental programs across…
Added 2 hours ago
RG
PROPERTY ADMINISTRATOR
Rank Group
Halifax, NS
- Full-time
Based in Halifax, Nova Scotia, Rank Group is a full-service real estate firm, providing services such as property development, construction, property management, property maintenance, space…
Added 2 hours ago
BP
Property Manager - Birch Hills Landing
Broadstreet Properties LTD
Fort Saskatchewan, AB
- Full-time
Being a Property Manager is like running a small community, it is not just a job, but a lifestyle dedicated to bettering people’s lives! As a Property Manager, you get to give people a safe…
Added 3 hours ago
V
Business and Commercial Lending Coordinator (16-Month Contract)
Vancity
Vancouver, BC
- Full-time
Familiarity with loan security registrations, Personal Property Registry processes, syndicated loans, and letters of credit administration
Added 3 hours ago
UO
Research Agreements Specialist
University of Victoria
Victoria, BC
- Full-time
…President Research and Innovation (OVPRI) and reporting to the Manager, Research Agreements, the RAS is responsible for the review and negotiation of external research funding agreements…
Added 3 hours ago
GC
Accounting Supervisor (1-Year Contract)
Greenwin Corp.
Toronto, ON
- Full-time
…required for a designated portfolio of assets and to assist the Manager, Accounting, in the supervision of the day-to-day activities of the Property…
Added 3 hours ago
M
Project Manager
Metrolinx
Toronto, ON
- Full-time
Oversee procurement and contract administration activities, including the initiation and management of purchase orders, contract change management, and other commercial documentation.
Added 4 hours ago
V
Business and Commercial Lending Coordinator (16-Month Contract)
Vancity
Vancouver, BC
- Full-time
Familiarity with loan security registrations, Personal Property Registry processes, syndicated loans, and letters of credit administration
Added 4 hours ago
VA
Manager, IT [EXE]
Vancouver Aquarium
Vancouver, BC
- Full-time
The IT Manager is responsible for all information and technology systems at the aquarium, including guest-facing point-of-sale, ticketing and audio-visual systems, and the network, servers,…
Added 4 hours ago
CS
Property Manager - Full Time GL
City Sites Property Management Inc.
Toronto, ON
- $90,000 to $100,000 CAD / year
- Full-time
- On-site
Job Description* *CONDOMINIUM PROPERTY MANAGER* *Department: *Operations *Reports to:* Regional Director and/or Director of Operations *Overall Responsibility* · Manages the day-to-day…
Added 5 hours ago
SK
Residential Property Manager - Peterborough
Sterling Karamar Property Management
Toronto, ON
- $90,000 to $100,000 CAD / year
- Full-time
The Property Manager is responsible for managing a portfolio of residential properties in an efficient and effective manner with the highest level of customer service to both residents and…
Added 5 hours ago
SS
Manager, IT Business Systems
SMS Security
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
SMS Security has protected people and property since 1988. Headquartered in Toronto, we proudly serve multi-residential condominium communities across the Greater Toronto Area, providing…
Added 5 hours ago
VC
Manager of Capital Projects
Victoria Cool Aid Society
Victoria, BC
- Full-time
The Manager of Capital Projects is responsible for the planning, coordination, and execution of major capital construction and renovation projects across Victoria Cool Aid Society’s…
Added 5 hours ago
TS
Senior Property Manager, Commercial
TalentSphere Staffing Solutions
New Westminster, BC
- Full-time
…someone who may have progressed from a Building/Operations Manager background into senior property management and brings a strong understanding of building operations, security, vendors,…
Added 5 hours ago
B
Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
BMO
Edmonton, AB · Enbridge
- Full-time
The Senior Relationship Manager manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger…
Added 5 hours ago
B
Wealth Investorline Associate, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Added 6 hours ago
B
Wealth Investorline Associate, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON
- Full-time
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Added 6 hours ago
CO
Budget Analyst
City of Barrie
Barrie, ON
- Full-time
…accounting services, corporate finance, procurement and revenue management. The department's main deliverables include the audited financial statements, coordinating the annual business…
Added 6 hours ago
RY
On-Site Leasing Administrator
Royal York Property Management
Cambridge, ON
- $50,000 to $60,000 CAD / year
- Full-time
Our teams support tenant placement, property marketing, applicant screening, lease administration, maintenance coordination, rent collection, and ongoing tenant relations. By combining…
Added 6 hours ago
RY
On-Site Leasing Administrator
Royal York Property Management
Waterloo, ON
- $50,000 to $60,000 CAD / year
- Full-time
Our teams support tenant placement, property marketing, applicant screening, lease administration, maintenance coordination, rent collection, and ongoing tenant relations. By combining…
Added 6 hours ago
RY
On-Site Leasing Administrator
Royal York Property Management
Kitchener, ON
- $50,000 to $60,000 CAD / year
- Full-time
Our teams support tenant placement, property marketing, applicant screening, lease administration, maintenance coordination, rent collection, and ongoing tenant relations. By combining…
Added 6 hours ago
RY
On-Site Leasing Administrator
Royal York Property Management
Guelph, ON
- $50,000 to $60,000 CAD / year
- Full-time
Our teams support tenant placement, property marketing, applicant screening, lease administration, maintenance coordination, rent collection, and ongoing tenant relations. By combining…
Added 6 hours ago
BI
Bilingual Client Service Associate
BMO Insurance
Toronto, ON
- Full-time
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

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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