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Added 13 mins ago
CF
Mess Administrative Assistant
Canadian Forces Morale and Welfare Services
Wainwright, AB
- Full-time
At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their…
Added 13 mins ago
S
Senior Civil Engineer- Water
Stantec
Burnaby, BC
- Full-time
…work as a technical engineer, project technical lead, project manager or a combination of roles to guide the projects to successful outcomes for the communities we work with. As a senior…
Added 13 mins ago
S
Senior Electrical Engineer- Water
Stantec
Calgary, AB
- Full-time
Act as technical lead and/or project manager on electrical projects.
Added 13 mins ago
T
Personal Banker Trainee
TD
Wetaskiwin, AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 13 mins ago
T
Customer Experience Associate - Monkland & Melrose
TD
Montreal, QC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 13 mins ago
T
Personal Banker Trainee
TD
Calgary, AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 13 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 13 mins ago
C
Network Technical Project Manager, Vice President
Citi
Mississauga, ON · Toronto, 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 13 mins ago
CB
Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
Assist project accountants with compiling backup for client billings
Added 28 mins ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
Reporting to the Senior Manager, Client Relations and Business Development, the BD Specialist works with members of the Vancouver office and assigned national practice and industry groups…
Added 28 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…
Added 28 mins ago
OEM Client Relationship Manager - Vancouver/Calgary
Scotiabank
Vancouver, BC
The OEM Client Relationship Manager is an automotive industry specialist in Dealer Finance who serves as a dedicated point of contact for a selected Original Equipment Manufacturer (OEM)…
Added 28 mins ago
AI & Risk - Senior Manager - Risk Consulting
EY
Montreal, QC
EY’s Financial Services Risk Management (FSRM) practice is a consulting unit that provides risk management support to banks, insurers and asset managers. Our AI& Risk team includes…
Added 43 mins ago
C
Manager, Business Analyst - CHAPS / High-Value Payments
Cognizant
Toronto, ON
- Full-time
As a Manager, Business Analyst - CHAPS / High-Value Payments, you will make an impact by translating complex UK high-value payment and regulatory requirements into clear business and…
Added 43 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 43 mins ago
ST
Customer Success Account Manager
STEMCELL Technologies
Burnaby, BC · Canada - BC, Burnaby, Production Way, Onsite
- Full-time
As the Customer Success Account Manager, you will manage relationships for STEMSOFT clients and ensure a seamless transition from initiation to the go-live phase across project stages. You…
Added 57 mins ago
TA
Human Resources Business Partner-FR
Top Aces
Dorval, QC
- Full-time
…itself as the world leader in contracted adversary air (ADAIR) services and joint terminal attack controller (JTAC)…
Added 57 mins ago
A
Spécialiste des services financiers/Finance Manager
AutoCanada
Mirabel, QC
- Other
Un directeur des services financiers en concession supervise et gère les opérations financières et d'assurance de la concession. Il travaille en étroite collaboration avec les clients pour…
Added 57 mins ago
R
Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
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 57 mins ago
AX
Underwriting Manager, Middle Market Package
AXA XL
Toronto, ON
- Full-time
As Underwriting Manager you will lead the Middle Market underwriting team focusing on property and casualty package for mid-sized businesses across Canada. Working with brokers and clients…
Added 57 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
…ideally combined with experience in consulting, professional services, systems integration, or another client-facing technology…
Added 57 mins ago
R
Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
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 57 mins ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
Myticas Consulting
Toronto, ON
- Full-time
Myticas Consulting is seeking an experienced Cloud Operations Engineer II for a permanent opportunity with a client in Toronto, Ontario.
Added 57 mins ago
B
Gestionnaire, Comptabilité en Gestion Immobilière | Manager, Property Management Accounting
Broccolini
Montréal-Ouest, QC
- Full-time
Broccolini est une entreprise familiale et un fournisseur unique de services en construction, en développement et en immobilier. Notre entreprise dessert, au Canada, les marchés…
Added 57 mins ago
BC
Construction Manager
Bantrel Co.
AB · Edmonton, AB
- Full-time
…safety and quality. Bantrel performs design and procurement services from our primary Calgary, Edmonton, Saskatoon, and Toronto office locations and delivers construction management and…

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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