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Added 11 mins ago
S
Replenishment - Manager Replenishment (In Store)
Sobeys
Saskatoon, SK
- Full-time
Take responsibility for onboarding and training team members, and ensure they feel supported and empowered to perform their roles in accordance with expected standards, including through…
Added 11 mins ago
IR
Mental Health Liaison Nurse, ER
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
…required. The MHLN will report directly to the Clinical Team Manager, Mental Health Program. Responsibilities will be primarily to the emergency department and will begin from initial…
Added 11 mins ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
…salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional…
Added 12 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 12 mins ago
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Regional Recruiter - Canada
Chipotle
Toronto, ON
- Full-time
Independently manage end-to-end recruitment for Restaurant Leadership Roles including Kitchen Leaders, Service Leaders, Apprentices and General Managers, within an assigned region.
Added 26 mins ago
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Retail Lead
Tilley
Toronto, ON
- $19 to $21 CAD / hour
- Part-time
The Team Lead partners and works with the Store Manager to achieve overall sales budgets and operating practices. Works within the sales and support teams for the achievement of customer…
Added 26 mins ago
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Sales Associate
Tilley
Vaughan, ON
- $17 to $18 CAD / hour
- Full-time
Upholds all company policies as outlined in the store policy and procedure, including the Handbook and the Sales and Training Manual
Added 26 mins ago
CC
Retail Shift Leader
Canna Cabana
AB · Parsons, Edmonton, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 40 mins ago
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Gestionnaire, Comptabilité en Gestion Immobilière | Manager, Property Management Accounting
Broccolini
Montréal-Ouest, QC
- Full-time
Added 40 mins ago
EK
Manager, New Store Design
Earls Kitchen + Bar
Vancouver, BC
- $95,000 CAD / year
- Full-time
Earls Kitchen + Bar is seeking a strategic and empowering Manager, New Store Design with 8+ years of experience, including a minimum of 2 years in a Senior role, to join our Store…
Added 40 mins ago
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Produce - Supervisor Produce TF
Sobeys
Surrey, BC
- Full-time
…and act as the go to person in the absence of the Department Manager and Assistant. The Supervisor will foster customer loyalty, fulfill customer needs and actively contribute to an…
Added 40 mins ago
FT
Lead RMT (Registered Massage Therapist)
Forum Thermal
Calgary, AB
- Part-time
Supporting the General Manager in the leadership and daily operation of the RMT department.
Added 40 mins ago
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Program Assistant (Temporary), School of Manufacturing and Automation
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
This position reports to the Academic Strategy Operations Manager/Administrative Team Lead and primarily provides administrative supports to the Academic Chair and Associate Chairs with…
Added 40 mins ago
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Baker (Full Time)
Sobeys
Paris, ON
- Full-time
Provide customers with friendly and professional service. Under the direction of the Bakery Manager, prepare baking products for customer purchases. Actively contribute to an environment of…
Added 40 mins ago
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Private Banker II
TD
Halifax, NS · Charlottetown, PE
- Full-time
General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.
Added 40 mins ago
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Mechanic - Level 2
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Ottawa, ON
- Full-time
…the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job site with the proper equipment. Not only do we…
Added 40 mins ago
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Associate Dentist - Metro Dental Care
dentalcorp
Calgary, AB · Metro Dental Care
- Full-time
Has a strong foundation in comprehensive general dentistry
Added 40 mins ago
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Addictions Counsellor, Adult Substance Use
Canadian Mental Health Association Huron Perth Addiction and Mental Health
Goderich, ON
- Full-time
Reporting to the Program Manager, the Addiction Counsellor, Adult Substance Use provides biopsychosocial support for individuals living with serious mental illness and/or addiction issues.…
Added 40 mins ago
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Intern Bachelors Embedded Eng
Honeywell Aerospace
Ottawa, ON · Kanata, ON
- Full-time
…Ontario. Please note that this salary information serves as a general guideline. Honeywell Aerospace considers various factors when extending an offer, including but not limited to the…
Added 40 mins ago
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Intern Bachelors Systems Eng
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Ottawa, ON · Kanata, ON
- Full-time
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Added 40 mins ago
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Intern Bachelors AI
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…Ontario. Please note that this salary information serves as a general guideline. Honeywell Aerospace considers various factors when extending an offer, including but not limited to the…
Added 40 mins ago
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Estimator and Project Manager
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Calgary, AB
- Full-time
RWC is growing in Alberta, and we’re looking for an Estimator / Project Manager who enjoys building relationships, winning work and seeing projects through to completion. Specializing in…
Added 41 mins ago
Administrative Support Clerk, Mental Health and Substance Use Services
Fraser Health
Surrey, BC
…answering routine inquiries and providing information of a general nature, receiving visitors, and determining when an issue or emergent situation requires escalation to the Coordinator or…
Added 55 mins ago
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Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Emergency…
Added 55 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care in the Emergency…

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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