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Added 8 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 8 mins ago
C
Specialist Product Management-CA
CN
Quebec, QC
- Full-time
Support the annual budget planning process led by Finance
Added 8 mins ago
AC
Analyste d’affaires, Marchés des capitaux
Amaris Consulting | Part of Mantu
Toronto, ON
- Full-time
Baccalauréat en administration, finance, technologies de l’information ou dans un domaine connexe, avec au moins 5 ans d’expérience comme analyste d’affaires.
Added 8 mins ago
AC
Product Owner, Solutions des marchés des capitaux
Amaris Consulting | Part of Mantu
Toronto, ON
- Full-time
Baccalauréat en administration, finance, technologies ou dans un domaine connexe.
Added 23 mins ago
CF
Mess Administrative Assistant
Canadian Forces Morale and Welfare Services
Wainwright, AB
- Full-time
Under the direction of the Mess Manager, the Administrative Assistant – Mess provides administrative support, such as research, data entry and compilation, record keeping, creating…
Added 23 mins ago
FH
Food & Beverage Administrator
Fairmont Hotels & Resorts
Whistler, BC
- Full-time
Support the day-to-day administration of restaurants, bars, banquets, and in-room dining operations, maintaining records, contracts, standard operating procedures, permits, and confidential…
Added 23 mins ago
T
Customer Experience Associate - Monkland & Melrose
TD
Montreal, QC
- Part-time
· Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 23 mins ago
T
Engineer I
TD
Mississauga, ON · Toronto, ON
- Full-time
This role focuses on providing hands-on system administration and technical support case management at level 3 and Level 4, implementation of strategic currency and platform optimization…
Added 23 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
· Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 23 mins ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
The Specialist, Supplier Relationship Management will report to the Manager, Supplier Relationship Management and will support the Operations team in the effective management of third-party…
Added 23 mins ago
C
Network Technical Project Manager, Vice President
Citi
Mississauga, ON · Toronto, ON
- Full-time
The Network Technical Project Manager is a senior-lead position responsible for the successful execution of complex, strategic, enterprise-wide technology initiatives critical to Citi’s…
Added 38 mins ago
SR
Team Leader
STRIVE Recruitment Inc.
Brantford, ON
- Temporary
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations and Technology.…
Added 38 mins ago
UO
Manager, Program Facilitation, Institutional Programs
University of Calgary
Calgary, AB
- Full-time
The Office of Research Services in VP Research is currently seeking a Full-time Limited Term Manager for approximately 12 months.
Added 38 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
Bachelor’s degree in finance, commerce, business administration, or equivalent professional education or experience
Added 38 mins ago
PMO Coordinator (12-Month Contract)
Atlas Corp.
Vancouver, BC
The PMO Coordinator provides governance, reporting, financial administration, portfolio coordination, and project support services to the Transformation PMO.
Added 53 mins ago
T
Customer Experience Associate - Atateken
TD
Montreal, QC
- Full-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 1 hour ago
D-
Gestionnaire de Projets TI Senior (contrat 24+ mois)
DELAN - IT Talent Solutions
Montreal, QC
- Contract
BAC en informatique, en administration ou l'équivalent
Added 1 hour ago
PR
Senior Supply Chain Analyst
Paramount Resources
Calgary, AB
- Full-time
Reporting to the Manager, Supply Chain, you’ll partner with Facilities Engineering, Construction, Operations, Maintenance, Finance, project teams, and external contractors to develop and…
Added 1 hour ago
UO
Billing Analyst, Medical Clinic
University of Calgary
Calgary, AB
- Full-time
Added 1 hour ago
CG
Senior Manager, ERP
Calian Group
Ottawa, ON
- Full-time
The Senior Manager, ERP will lead internal teams and external partners while supporting enterprise initiatives, business integrations, and continuous improvement efforts across Finance, HR,…
Added 1 hour ago
KD
Premier directeur/Première directrice, Intelligence d’affaires et rapports | Senior Manager, Business Intelligence & Reporting
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
Baccalauréat en administration des affaires, analyse de données, finance ou dans un domaine connexe
Added 1 hour ago
EG
Assistant Controller (Ontario)
Emterra Group
Oakville, ON
- Full-time
…Regional Controller to manage and coordinate the financial administration of our divisions and operations across eastern…
Added 1 hour ago
T
Manager, Customer Experience II
TD
Yorkton, SK
- Full-time
…experience? If so, then apply with us today for the position of Manager Customer Experience and offer your expertise in creating meaningful and memorable customer…
Added 1 hour ago
Donation Processing Administrator, University Relations
University of Saskatchewan
Saskatoon, SK
Education: Grade 12 and completion of a certificate or diploma in business administration, accounting, financial administration, or another related field. An equivalent combination of…
Added 1 hour ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
Bachelor’s degree in finance, commerce, business administration, or equivalent professional education or experience

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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