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Added 4 hours ago
SH
Front Desk Manager
Sheraton Hotels & Resorts
Toronto, ON
- Full-time
Supervises all areas of the Front Office in the absence of the Front Office or Assistant Front Office Manager.
Added 5 hours ago
DH
Assistant Rooms Operations Manager
Delta Hotels and Resorts®
AB · Edmonton, AB
- Full-time
…guest arrival and departure procedures and to maintain the property’s cleanliness standards. Strives to ensure guest and employee satisfaction and achieve the operating…
Added 9 hours ago
JA
Base Administrator
Jazz Aviation LP
Vancouver, BC
- Full-time
Maintain Pilot and Flight Attendant Absence Reports and provide updates to Base/Assistant Chief Pilots, Inflight Regional Manager as well as Inflight Managers.
Added 11 hours ago
SG
Purchasing Assistant
Saliance Global Holdings Co. Ltd
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Reporting directly to the Owner and under the day-to-day supervision of the Project Manager, the Purchasing Assistant plays a key role in supporting the operations, projects, and strategic…
Added 11 hours ago
SE
Room Management Systems Architect
Schneider Electric
Montreal, QC
- Full-time
…applications, analytics platforms, and integrations with building and property management ecosystems. Working alongside experts in software, hardware, firmware, product management, user…
Added 11 hours ago
SE
Room Management Systems Architect
Schneider Electric
Montreal, QC
- $145,800 to $194,400 CAD / year
- Full-time
…applications, analytics platforms, and integrations with building and property management ecosystems. Working alongside experts in software, hardware, firmware, product management, user…
Added 12 hours ago
VH
Front Desk Agent - Mountaineer Lodge
Vantage Hotels
AB · Mountaineer Lodge, Lake Louise, Alberta
- Full-time
Reports any unusual occurrences or requests to the manager or assistant manager.
Added 13 hours ago
MC
Manager, Income Property Accountant
MatchBox Consulting Group
Burnaby, BC
- Full-time
Lead, coach, and develop a team of seven property accountants, one assistant manager, and one accounts receivable clerk
Added 13 hours ago
A
Assistant Property and Rental Manager
Armco
Mascouche, QC
- Full-time
We are seeking a reliable, organized, and detail-oriented Assistant Property and Rental Manager to join our team. Reporting to the Director of Real Estate, the successful candidate will…
Added 13 hours ago
FH
Assistant Director, Finance and Business Support
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
…application software, including One Stream, Sun infor cloud, Opera Property Manager, Micros, Silverware, Birchstreet Purchasing System, Cora, Dayforce, SAP…
Added 14 hours ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
Reports To: Assistant Vice President, Underwriting Manager
Added 14 hours ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Calgary, AB
- Full-time
Reports To: Assistant Vice President, Underwriting Manager
Added 15 hours ago
M
Front Desk Manager
Marriott
Toronto, ON
- Full-time
Supervises all areas of the Front Office in the absence of the Front Office or Assistant Front Office Manager.
Added 15 hours ago
M
Assistant Rooms Operations Manager
Marriott
Edmonton, AB
- Full-time
…guest arrival and departure procedures and to maintain the property’s cleanliness standards. Strives to ensure guest and employee satisfaction and achieve the operating…
Added 15 hours ago
TG
Planet Fitness - Assistant General Manager - Full Time - Oshawa
Taymax Group
Oshawa, ON
- Full-time
We are looking for an Assistant Manager to join our team! As an integral member of our team, this position will be responsible for assisting in the oversight of club operations to ensure an…
Added 15 hours ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Vancouver, BC
- Full-time
Assistant Vice President, Executive Underwriter
Added 15 hours ago
LM
Senior Underwriter OR AVP, Executive Underwriter
Liberty Mutual Canada
Calgary, AB
- Full-time
Assistant Vice President, Executive Underwriter
Added 16 hours ago
L
7734-3rd Key(H)
Lids
Lloydminster, AB
- $15.5 USD / hour
- Full-time
At Lids, our Assistant Store Managers are the heart and soul of the Lids brand. These cap experts strive to foster the passion for sporting and fashion goods by meeting the needs of our…
Added 17 hours ago
A
Assistant Director, Finance and Business Support
AccorHotel
Lake Louise, AB
- Full-time
…application software, including One Stream, Sun infor cloud, Opera Property Manager, Micros, Silverware, Birchstreet Purchasing System, Cora, Dayforce, SAP…
Added 17 hours ago
Night Auditor
West Edmonton Mall Property Inc. (West Edmonton Mall & Fantasyland Hotel)
Edmonton, AB
…for the Hotel in the absence of the senior management and the Assistant Night…
Added 18 hours ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
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…
Added 19 hours ago
GZ
Property Manager
Gestion Zagora
Moncton, NB
- Full-time
We are looking for a full-time Property Manager to join our team in Moncton, New-Brunswick. In this role, you will be responsible for the day-to-day management of properties, ensuring…
Added 19 hours ago
DH
Community Outreach Relations Officer, FT
Dixon Hall
Toronto, ON
- Full-time
…this position will support Dixon Hall’s Housing, Shelter, and Property Management teams by ensuring consistent messaging, timely information sharing, and positive engagement with residents,…
Added 19 hours ago
TG
Planet Fitness - Assistant General Manager - Full Time - Yorkgate Mall
Taymax Group
Toronto, ON · North York (Yorkgate Mall), ON
- Full-time
We are looking for an Assistant Manager to join our team! As an integral member of our team, this position will be responsible for assisting in the oversight of club operations to ensure an…
Added 20 hours ago
B
Portfolio Assistant
BMO
Vancouver, BC · FBT
- Full-time
…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…

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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