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Added 2 mins ago
TU
Educational Coordinator
The University of British Columbia
Vancouver, BC
- $4,576 to $4,808 CAD / month
- Part-time
Reports to the Project Manager. Works closely with the Education Program Leadership who provide day-to-day direction and assign tasks as required and may also receive assignments from the…
Added 2 mins ago
CC
Bilingual Commercial Sales Consultant- Hybrid
Canon Canada
Montreal, QC
- $83,127 to $88,721 CAD / year
- Full-time
Join a dynamic team where your drive to identify new business and provide integrated office solutions is essential for growing our commercial footprint.
Added 2 mins ago
IB
business development manager
InsureLine Brokers (Platinum)
Calgary, AB
- Full-time
Added 2 mins ago
IT
Service Manager
Inland Truck & Equipment
Brandon, MB
- Full-time
The Service Manager is a part of the dealership leadership team and will be responsible for running an efficient and profitable service department through productive staffing, customer…
Added 2 mins ago
C
Specialist Product Management-CA
CN
Quebec, QC
- Full-time
The incumbent translates strategic business requirements into formal, value-driven product roadmaps, working in close collaboration with Business and Technology stakeholders to…
Added 2 mins ago
B
Graphic Designer
BGBx
Canada
- Full-time
Reporting to the Studio Manager, this role partners with Creative, Project Management, Print Production, Account Services, Editorial, and other cross-functional teams to ensure deliverables…
Added 2 mins ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
As a working Shop Foreperson, you'll collaborate closely with our Service Manager, Service Writer, and Service Technicians to maintain a high performing, efficient, customer focused service…
Added 2 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Radville, SK
- Full-time
…support department sales goals. Working closely with the Parts Manager, you will help keep the department organized, customer-focused, and operating safely while coaching and supporting…
Added 2 mins ago
B
Cleaning Supervisor
BGIS
Calgary, AB
- Full-time
…management of the site Cleaners. Reporting to the Property Manager, the Area Supervisor is to set high standards for cleaning and to ensure those standards are met. They are to maintain and…
Added 2 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
ON · Ontario, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 2 mins ago
EI
Senior Municipal Engineer
Egis in Canada
Calgary, AB
- $130,000 to $170,000 CAD / year
- Full-time
Reporting to the Manager of Municipal Engineering, the Sr. Municipal Engineer will be responsible for supporting the overall success of Traditional Municipal Engineering business in Canada…
Added 2 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…support department sales goals. Working closely with the Parts Manager, you will help keep the department organized, customer-focused, and operating safely while coaching and supporting…
Added 2 mins ago
ST
Senior Processing Consultant
Skilled Trades Ontario / Métiers spécialisés Ontario
ON · Ontario, Canada
- Full-time
The Senior Processing Consultant reports to the Regional Manager, Apprenticeship Services within the Regional Operations team. This position ensures information is handled confidentially,…
Added 2 mins ago
B
Property Manager
BGIS
MB · Manitoba, Canada
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 2 mins ago
AC
Analyste d’affaires, Marchés des capitaux
Amaris Consulting | Part of Mantu
Toronto, ON
- Full-time
You will be supporting different projects through your expertise as Business Analyst, Capital Markets.
Added 2 mins ago
A
Technical Program Manager
AMISEQ
Toronto, ON
- Contract
Technical Program Manager This role will be part of the Program Management Office (PMO) team within Marketing Technology (MarTech). You'll work on and lead sophisticated…
Added 2 mins ago
CG
Student, Engineering
Centerra Gold Inc.
Toronto, ON
- Volunteer
…our operations, promoting the highest standards of ethical business conduct of our employees, officers, and…
Added 2 mins ago
CM
Media Associate, Investment
Critical Mass
Toronto, ON
- Full-time
Participate in new business efforts as needed by team lead(s).
Added 2 mins ago
FH
Assistant Spa Manager
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
The Assistant Spa Manager will work closely with and support the Spa Director in overseeing the daily operations of the spa, ensuring exceptional guest service, operational excellence, and…
Added 2 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 2 mins ago
P
Software Engineering Manager Risk Management Platform
PCMI
Canada
- Full-time
We are looking for a Engineering Manager who can lead the modernization of PCMI's Risk Management Platform. This individual will oversee the transfer from legacy monolith architecture into…
Added 2 mins ago
B
Senior Manager, Physical Security
BGIS
Markham, ON
- Full-time
The Senior Manager, Physical Security will be a key member of the BGIS Corporate Security and Business Continuity Management team, and will lead North American physical security…
Added 2 mins ago
BI
Broadcast Manager – Dead by Daylight
Behaviour Interactive
Montreal, QC
- Full-time
…UK–North & South). Our day to day revolves around two core business focuses: Services and Original Games. Our Services team collaborates with gaming and entertainment giants like Disney,…
Added 2 mins ago
NH
Human Resources and Staffing Assistant, Human Resources (Permanent, Part-Time)
Northumberland Hills Hospital
Cobourg, ON
- Part-time
Reporting to the Manager, Human Resources, the HR and Staffing Assistant is a member of a multidisciplinary team that is responsible for the coordination of staff scheduling and vacancy…
Added 2 mins ago
SH
Quality and Patient Safety Leader
Scarborough Health Network
Toronto, ON · Scarborough, ON
- Full-time
Reporting to the Manager, Quality and Patient Safety, the Quality and Patient Safety Leader (QPSL) will use quality and patient safety measures and key performance indicators, aligned with…

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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