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Added 5 mins ago
KL
LTL Cross-Border Business Development Manager
KTS Logistics
Toronto, ON · Etobicoke, ON
- Full-time
This is a sales-driven role focused on new customer acquisition, revenue growth, and long-term account development.
Added 5 mins ago
MG
Manager Project Management Office
Maxxit Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The PMO Manager oversees Project Managers and Project Coordinators while acting as a senior escalation point for complex projects, operational issues, client concerns, and cross-functional…
Added 5 mins ago
FF
Territory Manager
Flanagan Foodservice Inc.
Dartmouth, NS
- $65,000 to $75,000 CAD / year
- Full-time
You are an outgoing, tenacious sales professional with a commitment to service excellence. You have a passion for people, business and impeccable service. Your focus will be strengthening…
Added 5 mins ago
M
Sr. Marketing Manager, Core Surgical Innovations
Medtronic
Brampton, ON · CAN-ON Brampton
- Full-time
The Sr. Marketing Manager leads marketing strategy and execution for the Core Surgical Innovations portfolio, translating customer and market needs into plans that support portfolio growth…
Added 5 mins ago
Accountant-Shareholder Relations
Hatch
Mississauga, ON
Reporting to the Manager, Shareholder Relations, this position will involve working closely with a small team in a highly confidential environment that includes regular interactions with…
Added 5 mins ago
Business Development Manager, Advanced Integrity Division
ROSEN-Group
Calgary, AB
ROSEN is looking for a Business Development Manager, that will be based in Houston, TX. This position reports directly to the Vice President, Advanced Integrity Division and will be a part…
Added 21 mins ago
Community Development Manager - Burnaby
Canadian Blood Services
BC
Canadian Blood Services is looking for a Regular full-time Community Development Manager - Burnaby to join our dynamic Group Engagement & Sales Excellence team.
Added 21 mins ago
Community Development Manager - Lower Mainland
Canadian Blood Services
Vancouver, BC
Canadian Blood Services is looking for a Temporary full-time Community Development Manager - Lower Mainland to join our dynamic Group Engagement & Sales Excellence team.
Added 21 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
…appropriate advice and recommendations. As a member of the branch sales and service team, the primary responsibilities for this position will be to understand the financial needs of our…
Added 21 mins ago
TH
Pro Sales Associate: Full Time - Chinook
The Home Depot
Canada
- Full-time
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and selling products to industrial, commercial and other professional customers. Key…
Added 21 mins ago
RB
Relationship Manager, Business Markets
Royal Bank of Canada
Montreal, QC
- Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 21 mins ago
EC
Counter Salesperson
EMCO Corporation
Surrey, BC
- Full-time
Drive sales growth through ownership of counter merchandising, product promotion, and generate leads for the Outside Account Manager while networking with customers at the counter
Added 21 mins ago
Premier Services Partner Manager
AppDirect
Toronto, ON
This Premier Services Partner Manager role will help shape the future of our Premier Service offering as well as run all current Premier Service accounts. You will be a strategic advisor, a…
Added 36 mins ago
SC
Business Development Manager
Sysco Canada Inc.
Vancouver, BC
- $52,000 to $85,000 CAD / year
- Full-time
…utilizing a team-selling approach, the Business Development Manager (BDM) will engage a cross-functional team to create a comprehensive strategy that meets the prospect's needs. Leveraging…
Added 36 mins ago
T
Financial Planning Delivery Excellence Intern/Co-Op (Winter 2027)
TD
Toronto, ON
- Full-time
In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building.…
Added 36 mins ago
T
Account Manager, Small Business
TD
Vernon, BC
- Full-time
…measure of success? If so, then get on board for the position of Account Manager, Small Business. In this role, you will deliver a legendary customer experience, drive profitable business…
Added 36 mins ago
C
Account Manager
ChampionX
SLB
- Full-time
We are looking for an Account Manager, working locally within the Fort McMurray region. The Account Manager will be primarily responsible for revenue and profit growth of ChampionX programs…
Added 50 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Red Deer, AB
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 50 mins ago
R
Territory Manager - Central Alberta
RBGlobal
Lethbridge, AB
- Full-time
We are seeking an outside sales professional to serve as Territory Manager in Central Alberta.
Added 50 mins ago
BV
Senior Diversified Relationship Manager
Bow Valley Credit Union
Cochrane, AB
- Full-time
The Diversified Relationship Manager is responsible for developing and managing complex relationships with privately held operating businesses across a broad range of industries, providing…
Added 50 mins ago
W
(CAN) Over-the-Counter Associate
Walmart
Westbank, BC
- Part-time
2. Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 1 hour ago
P
Spécialiste bilingue des applications cliniques - Surveillance des patients en milieu hospitalier (poste sur le terrain au Québec)
Philips
Montreal, QC
- Full-time
Added 1 hour ago
WC
(CAN) Associé, produits consommables
Walmart Canada
Victoriaville, QC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
A
Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 1 hour ago
EC
Counter Salesperson
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Surrey, BC
- Full-time
Drive sales growth through ownership of counter merchandising, product promotion, and generate leads for the Outside Account Manager while networking with customers at the counter

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: Nov 18, 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: Nov 4, 2026

Original job description

Application Deadline:

11/17/2026

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 maintenance. 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 in a related field. Applicants must be able to meet Investment Representative licensing requirements with CIRO.

Skills

Client service
Wealth management
Investment administration
Relationship management
Marketing coordination
Financial reporting
Database management
Regulatory compliance
Risk management
Communication skills
Problem solving
Team collaboration
CIRO licensing
Investment product knowledge

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
BMO Nesbitt Burns
Investment Advisor
CIRO
Client Service
Account Transfers
Trust Services
Risk Management
Compliance
Financial Planning
Marketing
Database Management
Investment Products
Stocks
Bonds
Mutual Funds
Fee-based Products
Administration
Client Relations
Reporting

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