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Added 14 mins ago
R
Client Advisor
RBC
Truro, NS
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 14 mins ago
SL
Director, Human Resources Business Partner, Enablement Functions
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Be a SME and a trusted advisor for client groups on talent policies, cycles, and initiatives.
Added 14 mins ago
SL
Digital Product Manager - CRM and Partnerships
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
We're not playing it safe. We're building with AI, Salesforce, and modern digital platforms to create connected client and advisor experiences at the speed customers now expect.
Added 14 mins ago
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Senior Advisor, Marketing
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs…
Added 29 mins ago
C
Director – SAP Consulting & Business Growth
CGI
Toronto, ON
- Full-time
Build and maintain strong relationships with senior client stakeholders, acting as a trusted advisor on SAP transformation initiatives.
Added 29 mins ago
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Software Developer
PolicyAdvisor
Oakville, ON
- $60,000 to $70,000 CAD / year
- Full-time
Leverage technologies like RAG, semantic search, and speech AI for real-time advisor-client interactions
Added 29 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Vaudreuil-Dorion, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 29 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 29 mins ago
Finance Analyst - Construction
Kiewit
Calgary, AB
…and finance-related functions. You will serve as a trusted advisor to operations managers and executive management. This position requires strong analytical skills, a relentless ambition…
Added 29 mins ago
Business Advisor Trainee
Scotiabank
Longueuil, QC · Saint-hubert, QC
Added 29 mins ago
Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 29 mins ago
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Beauty Advisor - Full Time
Sephora
Edmonton, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 29 mins ago
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Beauty Advisor - Part Time
Sephora
St. John's, NL
- $18 to $22.5 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 44 mins ago
RB
Director, Relationship Management, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
· Develop a mutual understanding of client needs for creation, protection and realization of shareholder value. Achieve and maintain position as a trusted Financial Advisor
Added 44 mins ago
Premier Services Partner Manager
AppDirect
Toronto, ON
…all current Premier Service accounts. You will be a strategic advisor, a process architect, and a product voice all at once. You'll work with a select book of customers who need more than…
Added 44 mins ago
Customer Success Manager (Premier Services)
AppDirect
Toronto, ON
…all current Premier Service accounts. You will be a strategic advisor, a process architect, and a product voice all at once. You'll work with a select book of customers who need more than…
Added 1 hour ago
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Talent Acquisition Partner
BPA
Longueuil, QC
- Full-time
You act as a strategic partner to several client groups across our offices in Canada. You work in tandem with a Talent Advisor, whom you support and coach day to day.
Added 1 hour ago
B
Talent Acquisition Partner
BPA
Montreal, QC
- Full-time
You act as a strategic partner to several client groups across our offices in Canada. You work in tandem with a Talent Advisor, whom you support and coach day to day.
Added 1 hour ago
B
Talent Acquisition Partner
BPA
Laval, QC
- Full-time
You act as a strategic partner to several client groups across our offices in Canada. You work in tandem with a Talent Advisor, whom you support and coach day to day.
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Personal Finance Advisor - Assigned Clientele
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
C
Application Development Tech Lead Analyst, Vice President
Citi
Mississauga, ON
- Full-time
…platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient…
Added 1 hour ago
Non-Reg On-Caller - Bedford, NS
Edward Jones
Bedford, NS
…the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of…
Added 1 hour ago
C
Financial Services Associate (Mandarin)
CIBC
Vancouver, BC
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…

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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