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Added 4 mins ago
H
Directeur Ingenierie Mecanique (support à la production) / Manager – Mechanical engineering (support to Production)
Hitachi
Varennes, QC · (HE)Office_QC, Varennes
- Full-time
Hitachi Energy’s Transformer business is at the forefront of powering a more sustainable, reliable, and resilient energy future. As Mechanical Engineering Manager, you will oversee a team…
Added 34 mins ago
AC
Chef De Projet | Project Manager
Aston Carter
Laval, QC
- $38 to $45 CAD / hour
- Contract
…initiatives de logistique et de flux de matériel dans lensemble des opérations de fabrication. Lobjectif principal consiste à optimiser et encadrer le mouvement des matériaux, depuis la…
Added 34 mins ago
S
Account Executive, Enterprise (Restaurants)
Solink
Remote, Canada
- $240,000 to $300,000 CAD / year
- Full-time
- Remote
…We’ve been recognized by Deloitte’s Fast 50™ and Fast 500™, Business Intelligence Group, and as one of Ottawa’s Best Places to Work. And we’re just getting…
Added 34 mins ago
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(CAN) Asset Protection Associate
Walmart
Mississauga, ON
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 49 mins ago
CS
Manager, Fund Development & Engagement
CHISHOLM SERVICES FOR CHILDREN
Halifax, NS · Greater Halifax Metropolitan Area
- Full-time
The Manager, Fund Development & Engagement, will lead the development and execution of a comprehensive fundraising strategy that grows and diversifies revenue with a first focus on our…
Added 49 mins ago
SC
Accounting Manager
Sound CPA
Owen Sound, ON
- Full-time
Sound CPA is growing, and we’re adding an experienced Accounting Manager to support our expanding practice and client base.
Added 49 mins ago
AU
Customer Service Coordinator
Alsco Uniforms
Surrey, BC
- $20.26 CAD / hour
- Full-time
This position is full-time, non-exempt, and reports to the Service Manager. Wage $20.26/hour
Added 49 mins ago
TA
General Manager
Third Avenue Spa
Ottawa, ON
- Full-time
We are seeking an experienced Director of Operations to help build on this strong foundation and contribute to the continued success of our business.
Added 49 mins ago
TC
Program Coordinator 2, Full-Time
Taproot Community Support Services
Parksville, BC
- Full-time
As a Certified B Corporation, we harness business for good. Since 1983 we’ve grown steadily, now delivering support across Alberta, British Columbia, and Ontario through more than 90…
Added 1 hour ago
F
Principal Process Engineer - Power Projects
Fluor
Calgary, AB
- Full-time
…subject-matter expertise, project execution leadership, and business development support. The successful candidate will develop and optimize competitive plant configurations, lead process…
Added 1 hour ago
SC
store manager, Campbell River, B.C
Starbucks Coffee Company
Campbell River, BC
- $62,500 to $82,600 CAD / year
- Full-time
Our Store Managers bring the Starbucks experience to life by managing store operations, driving financial success, building great teams, and building a meeting place in their communities.…
Added 1 hour ago
C
Senior Manager, Complex Accounting
CAE
Montreal, QC
- Full-time
As the Senior Manager of the Complex Accounting team, you will play a strategic role within the finance organization. You will act as an expert for management and business units on the…
Added 1 hour ago
V
Anlst II, IT
Vale
Canada
- Full-time
…met, supporting a smooth handover from project delivery to business-as-usual operations while maintaining service quality, stability, and performance in Sudbury,…
Added 1 hour ago
MC
Machine Room Manager
Mercer Celgar
Castlegar, BC
- Full-time
…of forest products, bioproducts, and green electricity with operations in Canada, Germany, and the United States. We have a consolidated annual production capacity of approximately 2.2…
Added 1 hour ago
SH
Sunglass Hut Market Manager Prairies North
Sunglass Hut
Fredericton, NB
- Full-time
The Market Manager- Sun drives results, oversees a group of stores within a region, and reports to the regional manager. The Market Manager supports the team to succeed on all measures and…
Added 1 hour ago
NS
Short Order Cook - Nutrition and Food Services
Nova Scotia Health Authority
Victoria Vale, NS
- Full-time
Under the direction of the Manager, the Short Order Cook is responsible for the preparation and cooking of food as required for the patient/client menu. The Short Order Cook follows…
Added 1 hour ago
Sr. Payroll Manager
Enzo
Caledon, ON · Toronto, ON
Oversee payroll operations: Manage and coordinate all aspects of the payroll process, including data entry, calculations, deductions, and reporting.
Added 1 hour ago
P
Store Manager-Devonshire Mall
Pandora
Windsor, ON
- Full-time
The Store Manager will be the ultimate Pandora Fan. As the Store Manager, you will fully immerse yourself in our brand, culture, product whilst taking immense pride in delivering…
Added 1 hour ago
Retail Showroom Manager
Enzo
Caledon, ON · Toronto, ON
Oversee showroom operations: Manage and coordinate the daily operations of the showroom, including sales, inventory, customer service, and staff management.
Added 1 hour ago
Logistics Project Manager
Enzo
Laval, QC · Montreal, QC
Actual pay may vary based on job-related factors such as experience, skills, qualifications, location, and business needs. This role may also be eligible for additional compensation,…
Added 1 hour ago
Logistics Project Manager
Enzo
Caledon, ON · Toronto, ON
Actual pay may vary based on job-related factors such as experience, skills, qualifications, location, and business needs. This role may also be eligible for additional compensation,…
Added 1 hour ago
Driver Manager and Dispatcher
Enzo
Caledon, ON · Toronto, ON
Monitor driver performance: Track driver hours, adherence to regulations, and customer feedback to ensure efficient operations.
Added 1 hour ago
BG
Trade Marketing Representative - Airdrie, AB
Bentoel Group - A Member of British American Tobacco
Airdrie, AB
- Full-time
BAT is evolving at pace into a global multi-category business. Our purpose is to create A Better Tomorrow™ by Building a Smokeless World.
Added 1 hour ago
CL
Marketing Digital Coordinator
CRAFT Living Inc.
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…and project coordination. You will work with the Marketing Manager and Senior Creative Designer, and collaborate with Sales, Operations, the social media manager, external agencies,…
Added 1 hour ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
…delivering accessible financial solutions through its technology, operations, and customer-focused…

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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