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Added 20 mins ago
PL
Front of House and Hospitality Manager
People's Light
AB
- Full-time
The Front of House and Hospitality Manager is an integral member of the marketing department, which includes Ticketing Services, Sales, Box Office, Audience Services, Marketing, and Design.…
Added 20 mins ago
TU
Graduate Management Trainee - Scarborough
targetjobs UK
Toronto, ON · Scarborough Junction, ON
- Full-time
…responsibilities and gain invaluable hands-on experience in customer service, sales, marketing, finance, operations, and…
Added 20 mins ago
S
SOV Store - Travel Expert
Sunwing
Barrie, ON
- Full-time
…Travel Expert, you are responsible for providing high quality service to consumer travel clients and for emphasizing long-term working relationships to build a strong repeat customer base.…
Added 20 mins ago
TH
Overnight Freight Associate Part-Time - 7058 St. Vital
The Home Depot Canada
Winnipeg, MB
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 50 mins ago
E
Business Development Associate
EOM
London, ON
- Full-time
The Business Development & Commercial Manager will be expected to:
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- $16 to $25.8 CAD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 1 hour ago
G
Part Time Sales Associate - Sherway Gardens
Geox
Toronto, ON · Etobicoke, ON
- Part-time
Deliver exceptional customer service, by following GEOX Service Model steps and is always friendly, helpful and sincere in their approach
Added 2 hours ago
CC
Sales Associate
CONMED Corporation
AB · Edmonton, AB
- Full-time
Respond to customer needs and complaints regarding products and service by developing creative and feasible solutions or working with other related personnel (e.g. Clinical Marketing…
Added 2 hours ago
CC
Sales Associate
CONMED Corporation
Calgary, AB
- Full-time
Respond to customer needs and complaints regarding products and service by developing creative and feasible solutions or working with other related personnel (e.g. Clinical Marketing…
Added 2 hours ago
S
Operations Lead - Full Time
sephora.com
Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
Passionate about clients. Regularly act as the Manager on Duty within the store. Engage with Beauty Advisors and clients on the sales floor whenever possible..
Added 2 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you…
Added 2 hours ago
WF
Grocery Team Leader (Department Manager)
Whole Foods Market
BC · West Vancouver, BC
- Full-time
…company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard…
Added 3 hours ago
SR
Sr. Leasing Manager
SmartCentres REIT
Vaughan, ON
- Full-time
Service national and / or regional accounts as assigned;
Added 3 hours ago
FS
Outside Sales- Parts & Service- Refuse Equipment
Federal Signal Corporation
Toronto, ON
- Full-time
The Parts and Service Support Representative - Refuse (“PSSR”) is responsible for driving parts and service sales growth for our refuse product lines within the territory. This role will…
Added 3 hours ago
AS
Sage Intacct Construction Implementation Specialist ($5000 Signing Bonus)
Asyma Solutions Ltd.
Canada
- Full-time
…Construction solutions. The Specialist works closely with the Project Manager, Senior Construction Specialist, and other implementors to execute configuration, testing, training, and…
Added 3 hours ago
E
retail sales manager
Esso
Nigadoo, NB
- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 3 hours ago
TA
Financial Services Manager
Trotman Auto Group
Comox, BC
- Full-time
As a Finance Manager, you’ll be the financial services expert customers and the sales team rely on. You’ll navigate lender programs, structure financing solutions, present protection…
Added 3 hours ago
B
Warehouse Operator Full-Time - Duncan
Buckerfield's
Duncan, BC
- Full-time
Participation in an on-target sales bonus program
Added 3 hours ago
E
Principal Product Manager - Identity Threat Detection and Response
Elastic
Canada
- Full-time
We’re looking for a Principal Product Manager to guide the vision, strategy, and execution for Identity Threat Detection and Response (ITDR) within Elastic Security. Attackers not only…
Added 3 hours ago
OP
Guest Experience Representative
Oxford Properties Group
Calgary, AB
- Part-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
Added 3 hours ago
PE
Process Engineer
Polymer Extrusions, Inc.
Oshawa, ON
- Full-time
…technical support, reliable on-time delivery, and superior customer service, at competitive prices. We supply to the Automotive, Medical, Military, Aerospace, Electronics, Power Generation,…
Added 3 hours ago
B
Account Manager I, CI
BrokerLink
Kitchener, ON
- Full-time
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
Added 3 hours ago
WC
(CAN) Over-the-Counter Associate
Walmart Canada
Surrey, BC
- Full-time
…assigned area, performs tasks delegated by the OTC Department Manager or Pharmacy Manager and maintains modular and feature presentation, while maintaining exemplary customer service by…
Added 3 hours ago
B
Vice President, Counterparty Credit Risk / XVA Quant
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30+ locations around the world, including 20 offices in…
Added 4 hours ago
Bilingual Sr. Specialist, MU Servicing and Default Management
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC
…managing servicing operations, delivering high-quality customer service, and safeguarding CMHC’s interests. We are looking for someone to provide strong leadership, guidance and coaching to…

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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