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Added 4 mins ago
L
Technical and Regulatory Quality Specialist - Contract (Onsite- Toronto, ON)
LifeLabs
Toronto, ON
- $74,941 to $95,549 CAD / year
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 4 mins ago
CV
T2627-439 0.60 FTE Anticipatory Grades K-7 Learning Support Teacher
Comox Valley Schools - School District 71
Courtenay, BC
- Full-time
The LST provides consultation, assessment-informed planning, targeted intervention, and direct instructional support for students experiencing learning challenges and serves as case manager…
Added 4 mins ago
CV
T2627-444 1.0 FTE Temporary Grades K-7 Learning Support Teacher
Comox Valley Schools - School District 71
Courtenay, BC
- Temporary
The LST provides consultation, assessment-informed planning, targeted intervention, and direct instructional support for students experiencing learning challenges and serves as case manager…
Added 4 mins ago
CV
T2627-441 1.0 FTE Temporary Grades K-12 Inclusion Support Teacher
Comox Valley Schools - School District 71
Courtenay, BC
- Temporary
Serving as case manager for assigned students with low-incidence designations and/or complex support needs.
Added 4 mins ago
CV
T2627-438 0.30 FTE Anticipatory Grades K-7 Learning Support Teacher
Comox Valley Schools - School District 71
Courtenay, BC
- Full-time
The LST provides consultation, assessment-informed planning, targeted intervention, and direct instructional support for students experiencing learning challenges and serves as case manager…
Added 4 mins ago
RS
Project Manager (IM-related Level 2)
Radiant Systems Solutions, Inc
Victoria, BC
- Contract
Undergraduate degree in Business Administration, Information Technology, Engineering, Science or another technology-related field. Recognized professional designations such as CA, CMC, CMA,…
Added 4 mins ago
CL
Organizational Design Consultant
Community Living BC
Vancouver, BC
- Full-time
Reporting to the Manager, Organizational Design, Compensation & People Analytics, this role offers an opportunity to influence how work is organized across CLBC, helping teams operate…
Added 4 mins ago
OD
FR 5% Elem Contract, Grade 7, History/Geography (Tues 1:30-2:30)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Nepean, ON
- Contract
Personal information is collected pursuant to the Education Act and will be used to determine the eligibility for employment with the OCDSB. Questions about this collection should be…
Added 4 mins ago
OD
EN 71% Elem Contract; Grade 7 Music/Arts (Mon/Tue: 10:20am-2:50pm, Wed/Thurs: 12:05pm-3:50pm & Fri: 9:20am-2:05pm)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Nepean, ON
- Contract
Personal information is collected pursuant to the Education Act and will be used to determine the eligibility for employment with the OCDSB. Questions about this collection should be…
Added 4 mins ago
OD
FR 48% Elem Contract, Kindergarten to Grade 8, French (M 12:00-3:45; T-W 12:00-2:00, Th 12:00-1:00, F 12:00-2:00)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Kanata, ON
- Contract
Personal information is collected pursuant to the Education Act and will be used to determine the eligibility for employment with the OCDSB. Questions about this collection should be…
Added 4 mins ago
OD
FR 19% Elem Contract; Grade 7 Core French (Tues/Thurs: 2:00pm-3:00pm, Wed/Fri: 11:20am-12:20pm)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Kanata, ON
- Contract
Personal information is collected pursuant to the Education Act and will be used to determine the eligibility for employment with the OCDSB. Questions about this collection should be…
Added 4 mins ago
OD
FR 24% Elem Contract, Grade 7/8, Core French, Arts to BIP - Spec Ed 2 required (Mon, Tues, Thurs, Fri 2:00-3:00 and Wed 12:20-3:00)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON · Kanata, ON
- Contract
Personal information is collected pursuant to the Education Act and will be used to determine the eligibility for employment with the OCDSB. Questions about this collection should be…
Added 4 mins ago
HG
Manager of IT Infrastructure and Projects
HEC Group
Windsor, ON · Greater Windsor Metropolitan Area
- $95,000 to $110,000 CAD / year
- Full-time
Bachelor’s degree in Information Technology, Computer Science, or a related field, or equivalent practical experience considered an asset.
Added 4 mins ago
RF
Human Resource Coordinator
Real Fruit Bubble Tea
Markham, ON
- Full-time
Reporting directly to the Human Resources Manager, the Human Resources Coordinator will support day-to-day HR operations, including recruitment, onboarding, employee records management, and…
Added 19 mins ago
QI
Tech Lead
Quartermaster inc.
Toronto, ON
- Full-time
This role has three dimensions: leading engineers, working closely with a Product Manager and Designer as a “product trio", and collaborating with other engineering leaders on common needs…
Added 19 mins ago
MI
IT Co-op Student
Magna International
Brampton, ON
- Full-time
…technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied…
Added 19 mins ago
Human Resources Administration Assistant
Commissionaires Nova Scotia
Bedford, NS
Support the Senior HR Administrator and Outreach and Recruitment Manager with daily operations, recruitment initiatives, administrative responsibilities, and special projects.
Added 19 mins ago
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Sr Dispatcher
First Student
Ottawa, ON
- Full-time
…operation running safely and on time. You will coordinate routes, support drivers, resolve service issues, and help lead the dispatch function during busy morning and afternoon…
Added 19 mins ago
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Store/Warehouse Manager
Acciona
ON · CAN - Eglinton Crosstown West
- Full-time
The Store/Warehouse Manager will lead the planning, coordination, and day-to-day management of the warehouse, stores, inventory, and material-control activities supporting the ECWE SRS…
Added 19 mins ago
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Group Product Manager
Priceline
Toronto, ON
- Full-time
…a great deal with us or keep shopping. As the Group Product Manager for Search, you will own that front door from end to end, across hotels, flights, rental cars, and…
Added 19 mins ago
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Direct Investing Acquisition Strategy Intern / Co-Op (Winter 2027)
TD
Toronto, ON
- Full-time
Reporting to the Senior Manager, Communications and Colleague Engagement, and working alongside a team of communications professionals, business managers, project managers, marketers and…
Added 19 mins ago
T
Sr. Manager IT Operations - Network Operations, Performance & Capacity, and Automation
TD
Mississauga, ON
- Full-time
This role requires an experienced technology operations leader who can move easily between executive-level decision support and detailed operational oversight. The successful candidate will…
Added 19 mins ago
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Manager, Business Systems Analysis, TD Securities
TD
Toronto, ON
- Full-time
The Corporate & Investment Banking Technology team is seeking a Manager Business Systems Analyst to support the Technology Operations & Risk (TOR) function.
Added 19 mins ago
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Business Banking Specialist
TD
AB
- Full-time
Provide inbound and/or outbound sales support to customers in a non-face to face environment
Added 19 mins ago
AC
Crew Manager
Armstrong Collective
Vancouver, BC
- Full-time
…ownership, and a shared commitment to excellence. We work hard, support one another, embrace new possibilities, and celebrate growth, all in a respectful and inclusive environment where…

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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