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Added 2 mins ago
BH
Concierge (Casual)
Baptist Housing Seniors Living
Vancouver, BC
- $26.53 CAD / hour
- Part-time
As a Concierge at Shannon Oaks, you will be an ambassador of hospitality, providing administrative support to the business office and delivering exceptional service to residents, families,…
Added 2 mins ago
Account Manager
Syntronic
Ottawa, ON
As a Business Development professional, are you prepared to contribute to the growth of new business in a high-tech and stimulating environment? Syntronic, a global engineering design…
Added 2 mins ago
JI
Boom Truck Driver, Class 3E
J.D. Irving, Limited
Sussex, NB
- Full-time
As a Boom Truck Driver, you will be part of the team that provides delivery services for our customers displaying the highest standards of safety and excellent customer service. You will be…
Added 2 mins ago
B
Financial Analyst, Winter 2027 (Co-op/Internship) - 8 months
BMO
Toronto, ON · FCP
- Full-time
Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations…
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 17 mins ago
OD
People & Culture Manager
One Degree Organic Foods
Mission, BC
- Full-time
We are looking for a Manager, People & Culture to join our People & Culture team! Our Manager, People & Culture will champion our company culture initiatives and ensure the effective…
Added 17 mins ago
C
Senior Marketing Specialist, CX & Membership Marketing
Co-op
Saskatoon, SK
- Full-time
You'll report to the Senior Manager, Local Co-op & Membership Marketing, and work alongside a diverse network of local Co-op leaders, marketing professionals, and business stakeholders.…
Added 17 mins ago
C
Gas Bar Attendant (Part-Time) - Taylor Drive - Central Alberta Co-op
Co-op
Red Deer, AB
- Part-time
Central Alberta Co-op is here to serve our members and customers with products and services that help build, feed, and fuel individuals and communities. We are a different kind of business,…
Added 17 mins ago
E
Civil Project Engineer/ Project Manager
EXP
Markham, ON
- Full-time
Be our next Civil Project Engineer/ Project Manager!
Added 17 mins ago
Yard Shipper/Receiver
UFA Co-operative Ltd.
Hanna, AB
Reporting to the Yard Manager, the Yard Shipper/Receiver plays a critical role in the day-to-day success of the Farm Store. In this hands-on role, you will receive and organize inventory,…
Added 17 mins ago
Petroleum Service Technician- Bar W
UFA Co-operative Ltd.
AB · Red Deer County, AB
Reporting to the Service Manager, the Petroleum Service Technician is responsible for the installation, maintenance, inspection, troubleshooting, and repair of petroleum fueling systems and…
Added 17 mins ago
Manager, Business Planning
Halton Region
Oakville, ON
The Manager, Business Planning is responsible for the strategic oversight, administration, and accountability of Children's Services funding, budgeting, financial planning, and business…
Added 17 mins ago
SCM Category Manager, Pipeline Construction
Trans Mountain
Calgary, AB
…values-driven individual to join our dynamic team as a SCM Category Manager, Pipeline Construction. In this role, you will lead strategic sourcing, contracting, and supplier relationship…
Added 17 mins ago
Senior Director, Technology Risk Assessments
Scotiabank
Toronto, ON
…internally developed technology solutions and third-party technology services. Together, these form an integrated Assessment Authority: one first-line capability for technology and…
Added 17 mins ago
Manager of Clinical Practice (PEI)
Bayshore
Charlottetown, PE
Bayshore HealthCare is one of the country’s leading providers of home and community health care services and is a Canadian-owned company. Our company has been a recipient of Canada’s Best…
Added 17 mins ago
LM
Senior Compensation Analyst, Total Rewards
Liberty Mutual Canada
Remote, Canada
- Temporary
- Remote
…multinational risks. Liberty Mutual Canada has over 350 employees and services its clients coast-to-coast from our regional offices in Vancouver, Calgary, Toronto, Montreal and…
Added 17 mins ago
Small Business Manager
Coast Capital Savings
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The Small Business Manager will independently manage a portfolio of between 200-400 business members in the region that have deposit and lending requirements under the guidance and coaching…
Added 17 mins ago
CF
Personal Training Manager
Crunch Fitness Canada
Windsor, ON
- $50,000 CAD / year
- Full-time
Join our team as the Personal Training Manager and be a driving force behind a high-performance, high-care culture that prioritizes speed, urgency, and exceptional results through member…
Added 17 mins ago
A
Manager, Alberta, Electrical
AtkinsRéalis
Calgary, AB
- Full-time
Our Mechanical and Electrical Engineering Services team in Western Canada is an integrated group of professionals working from our Calgary, Winnipeg, and Vancouver offices. They form a…
Added 17 mins ago
A
Manager British Columbia, Mechanical
AtkinsRéalis
Vancouver, BC
- Full-time
Our Mechanical and Electrical Engineering Services team in Western Canada is an integrated group of professionals working from our Calgary, Winnipeg, and Vancouver offices. They form a…
Added 17 mins ago
C
Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
CBC/Radio-Canada
Quebec, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 17 mins ago
C
Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 17 mins ago
QM
Service Manager - HVAC
Quantum Management Services Ltd.
Calgary, AB
- $80,000 to $100,000 CAD / year
- Full-time
Our client, an established and growing home services organization, is seeking a Service Manager to support and lead its Calgary service operations.
Added 17 mins ago
IG
IT Recruiter
Insight Global
Toronto, ON
- Full-time
…technical talent while partnering closely with hiring managers and business leaders to deliver exceptional recruitment…
Added 17 mins ago
T
Senior Program Manager
TEEMA
Vancouver, BC
- $110 to $125 CAD / hour
- Contract
We are seeking an experienced Senior Program Manager to lead a complex organizational separation, transitioning an existing business division into a fully independent organization.

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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