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Added 1 min ago
WC
Cashier / Front End Checkout Team Associate
Walmart Canada
Port Alberni, BC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 min ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Powell River, BC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 1 min ago
T
Manager, Digital Marketing Delivery - 12-month contract - Tangerine
Tangerine
Toronto, ON
- Contract
The Digital Marketing Delivery Manager is responsible for collaborating & delivering the end-to-end customer journey for their respective digital marketing campaigns. Partnering with…
Added 1 min ago
ML
Project Controls Manager
Maple Leaf Foods Inc.
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Full-time
The Manager, Project Controls plays a key role in supporting the Corporate Engineering & Reliability team in the successful delivery of major capital projects across the Maple Leaf Foods…
Added 1 min ago
AT
Senior Administrator
Arrow Transportation Systems Inc.
Fort St. James, BC
- Full-time
Reporting to and working closely with the Division Manager, the Senior Administrator’s principal role is to update, create, review, audit, analyze and optimize all financial processes,…
Added 1 min ago
AT
Recruitment and HR Coordinator
Arrow Transportation Systems Inc.
Kamloops, BC
- Full-time
Minimum 3 years of experience in human resources, with direct experience supporting recruitment, candidate screening, interview coordination, and hiring manager communication.
Added 1 min ago
IB
Customer Experience Manager
Indigo Books & Music
Red Deer, AB
- From $42,500 CAD / year
- Full-time
The Customer Experience Manager is responsible for the customer experience and the store’s omni sales results. They lead a team to master Indigo’s service model and to suggest and sell…
Added 1 min ago
LC
Grocery Assistant Department Manager Full Time Afternoon Greenlight Requisition
Loblaw Companies Limited
Dryden, ON
- Full-time
If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we…
Added 1 min ago
SD
Merchandiser, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Bedford, NS
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 16 mins ago
AT
Office Clerk
Armour Transportation Systems
Bathurst, NB
- Full-time
Respond promptly to customer tracing requests
Added 16 mins ago
CC
Bilingual Commercial Sales Consultant- Hybrid
Canon Canada
Montreal, QC
- $83,127 to $88,721 CAD / year
- Full-time
As a Bilingual Commercial Sales Consultant reporting to the Sales Manager, Emerging & Key Accounts, you will be the primary point of contact for small-to-medium-sized businesses within a…
Added 16 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 16 mins ago
C
Specialist Product Management-CA
CN
Quebec, QC
- Full-time
…Product Management-governing deliverables from inception to customer delivery to maximize business value, operational efficiency, and user experience. The incumbent leverages customer…
Added 16 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 16 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Radville, SK
- Full-time
…and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when appropriate, and following up…
Added 16 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 16 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
ON · Ontario, Canada
- Full-time
The ideal candidate brings experience delivering solutions within a marketing technology (MarTech) ecosystem, including integrating platforms, enabling personalized customer and advisor…
Added 16 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when appropriate, and following up…
Added 16 mins ago
CO
311 Call Centre Representative (Tom Davies Square) - Bilingual - English/French
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
Under the general supervision of the Manager of 311 and Customer Service, this position is responsible to answer, transfer, refer and process calls to appropriate City of Greater Sudbury…
Added 16 mins ago
ST
Senior Processing Consultant
Skilled Trades Ontario / Métiers spécialisés Ontario
ON · Ontario, Canada
- Full-time
Reporting to: Regional Manager, Apprenticeship Services
Added 16 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 16 mins ago
CG
Student, Engineering
Centerra Gold Inc.
Toronto, ON
- Volunteer
Build your knowledge and experience in the mining industry
Added 16 mins ago
FH
Assistant Spa Manager
Fairmont Hotels & Resorts
Lake Louise, AB
- Full-time
…Fairmont Chateau Lake Louise. Take a risk, make a change and experience a new adventure while further developing your career. To live and work in a National Park is a once in a lifetime…
Added 16 mins ago
IW
Senior Manager, Solution Architect 1
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The ideal candidate brings experience delivering solutions within a marketing technology (MarTech) ecosystem, including integrating platforms, enabling personalized customer and advisor…
Added 16 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…

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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