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Added 2 mins ago
R
Advisor, Indigenous Programs (Coastal GasLink Phase 2)
Raise
Vancouver, BC
- Full-time
…strong, collaborative relationships built on trust and respect. Reporting to the Team Lead and Manager, Indigenous Programs, the successful candidate will play a key role in program…
Added 2 mins ago
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Prince Albert, SK
Job Description: Reporting to the Facility Manager/Director of Care/Nursing Unit Manager, the Registered Nurse A/RPN is responsible for maintaining a high standard of patient care in…
Added 2 mins ago
AG
Search Lead
Adelphi Group
Toronto, ON
- Full-time
…Search strategy and delivery for a leading financial-services client. The role brings together search engine optimization (SEO), generative engine optimization (GEO), and AI Search to turn…
Added 2 mins ago
AG
Analyst, Marketing Science
Adelphi Group
Toronto, ON
- Full-time
The Marketing Science team encompasses a wide array of functions, but in general, we use data to provide our client’s marketing teams a competitive advantage with strategic and tactical…
Added 2 mins ago
Graphic Designer
BGBx
ON
Reporting to the Studio Manager, this role partners with Creative, Project Management, Print Production, Account Services, Editorial, and other cross-functional teams to ensure deliverables…
Added 16 mins ago
HI
Auto Mobile Associate
HUB International
Cranbrook, BC
- Full-time
As an Auto Mobile Associate, reporting to the Branch Manager, you will build, serve, and maintain relationships with clients and local dealerships throughout the community to provide…
Added 16 mins ago
Senior Project Coordinator
Scotiabank
Toronto, ON
The Delivery Manager supports the planning, coordination, and delivery of projects within the Enterprise Delivery Office (EDO) Wealth Management portfolio. This role is primarily focused on…
Added 16 mins ago
Scotia Jarislowsky Fraser Portfolio Manager - Vancouver
Scotiabank
Vancouver, BC
The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated…
Added 17 mins ago
D
Technical Delivery Manager
Deloitte
Toronto, ON
- Full-time
Lead end to end client projects and own planning and execution including acting as the primary key contact for the client.
Added 17 mins ago
MN
Senior Account Manager
Mosaic North America
Toronto, ON
- Full-time
We're looking for a Senior Account Manager to join our B2B Experiential Marketing team, serving as a strategic client leader and trusted partner while driving the planning and execution of…
Added 17 mins ago
BS
Digital Marketing & Ecommerce Manager (French Asset)
Bilingual Source
Oshawa, ON · Greater Oshawa Metropolitan Area
- $85,000 to $95,000 CAD / year
- Contract
Our client, an established organization in the commercial sector, is seeking a Digital Marketing & eCommerce Manager for a 16- to 18-month contract opportunity in the Greater Oshawa Area.
Added 17 mins ago
MN
Senior Account Manager
Mosaic North America
Vancouver, BC
- Full-time
We're looking for a Senior Account Manager to join our B2B Experiential Marketing team, serving as a strategic client leader and trusted partner while driving the planning and execution of…
Added 17 mins ago
BI
Human Resources Generalist,
Baxter International Inc.
Mississauga, ON
- Full-time
As an HR Generalist, you will support multiple client groups across a broad range of human resources activities, including employee relations, onboarding, leave administration, compliance,…
Added 17 mins ago
Receptionist
Government of Alberta
Calgary, AB
Reporting to the Disclosure Unit Supervisor, the Receptionist plays a key role in supporting the operations of the Crown office. This position is essential to ensuring prosecutors are…
Added 17 mins ago
PG
Media Planner
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Present plans to the client brand group, with assistance of Supervisor/Manager
Added 17 mins ago
LG
Systems Integration Manager
Lotus Group
AB · Edmonton, AB
- Full-time
Reporting to the Director of Operations and Quality, the Project Manager will serve as the primary connection between the company and its customer engineering teams, overseeing the…
Added 17 mins ago
A
Senior Project Manager - Minerals and Metals
Ausenco
Vancouver, BC
- Full-time
Our team in Canada is growing. We are currently recruiting for a Senior Project Manager to join our Minerals and Metals Business line in the Vancouver office.
Added 17 mins ago
A
Chef d’équipe, Administration des avantages sociaux
Altis
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
You'll collaborate with consulting, finance and technology teams to improve client reporting, operational efficiency and service quality.
Added 33 mins ago
PI
Project Technologist/Senior Project Technologist Hazourdous Materials
Pinchin in Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Pinchin is seeking a Project Technologist/Senior Project Technologist to join our HAZ/IEQ team in Barrie. The role reports to the Operations Manager.
Added 33 mins ago
RB
Senior Manager, Social Content & Communities
Royal Bank of Canada
Toronto, ON
- Full-time
…recognized brands. We're looking for an experienced Senior Manager, Social Content & Communities to lead how RBC Direct Investing shows up across social: turning complex investing concepts…
Added 33 mins ago
T&
Senior Project Manager
Turner & Townsend
Ottawa, ON
- Full-time
You are an expert Senior Project Manager looking for the next step or are currently undertaking a similar role in a similar environment; a highly regulated and complex operational…
Added 33 mins ago
T
Senior Treasury Liquidity Measurement Analyst
TD
Toronto, ON
- Full-time
Develop and enhance liquidity measurement processes and analytics used to calculate, interpret and explain reporting outcomes under approved approaches.
Added 47 mins ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
Determines client needs and ensures timely and accurate completion of transaction processing.
Added 47 mins ago
B
Senior Compliance Officer, Capital Markets Regulatory Enquiries & Governance (12-months Contract)
BMO
Toronto, ON · FCP
- Full-time
Program Governance Support. Support governance activities related to regulatory requests. Coordinate document submissions and regulatory reporting requirements.
Added 47 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.

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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