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Added 4 mins ago
NB
Senior Mortgage Underwriter Bilingual Alt A
National Bank of Canada
Canada
- Full-time
…a real impact while advancing your career. Reporting to the Manager, Mortgage Underwriting you will be joining a dynamic group of…
Added 4 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Vaudreuil-Dorion, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 4 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 4 mins ago
A
Manager, Contracted Services
AGLC
AB · Edmonton, AB
- $104,810 to $144,114 CAD / year
- Temporary
…like to hear from you. The Procurement Branch is looking for a Manager of the Contracted Services section for a temporary span of 2…
Added 4 mins ago
B
Senior Manager, T&O M&A, Strategic Initiatives
BMO
Toronto, ON · FCP
- Full-time
This Senior Manager, M&A Technology & Operations supports the planning and execution of complex mergers, acquisitions, divestitures and other strategic transactions across Technology &…
Added 4 mins ago
MI
Project/Technical Buyer
Moog Inc.
Halifax, NS
- Full-time
…for doing our part towards delivering quality products and services on time. We put forth our absolute best effort on a daily…
Added 4 mins ago
Sr Analyst, Systems Management
University of Guelph
Guelph, ON
Reporting to the Manager, Systems Management, the Senior Analyst is responsible for the operation, support, maintenance, and continuous improvement of the University's server and…
Added 4 mins ago
IT Service Technician
University of Guelph
Chatham-Kent, ON · Ridgetown, ON
Reporting to the Manager, IT Operations, the IT Services Technician provides a broad range of technical support to the Ridgetown Campus community. The incumbent works closely with Computing…
Added 4 mins ago
Team Lead - Toronto Centre District, ON
Scotiabank
Toronto, ON
…coaches their team to do the same. The Team Lead is a direct manager, player coach and the centre of SB expertise for their assigned territory and has shared accountabilities with Branch…
Added 4 mins ago
F
Manager, Information Security Risk
FCT
Oakville, ON
- Full-time
FCT provides industry-leading title insurance, default solutions and other real estate related products and services to legal, lending, valuation and real estate professionals across…
Added 4 mins ago
Housekeeping and Laundry Aide
Winnipeg Regional Health Authority
Winnipeg, MB
…Supervisor and operates under the supervision of the Support Services…
Added 4 mins ago
LT
Personal Training Leader
Life Time Inc.
Ajax, ON
- Full-time
…drive their individual businesses, and will assist the General Manager in ensuring the department meets it overall financial…
Added 4 mins ago
Assistant Manager: Mountain Safety - Salary
Vail Resorts
Whistler, BC
Added 4 mins ago
Construction Manager (YNSE)
Aecon
Toronto, ON · North York, ON
Ensure you and your family receive the services and benefits needed to support your mental, emotional, and physical well-being.
Added 4 mins ago
Deputy Construction Director
Aecon
Hamilton, ON
Ensure you and your family receive the services and benefits needed to support your mental, emotional, and physical well-being.
Added 4 mins ago
VV
IT Project Manager
Veracity Ventures Inc.
Victoria, BC
- $80 to $90 CAD / hour
- Full-time
The Project Manager – IT (Level 2) will support the planning, coordination, execution, monitoring, and delivery of IT-related projects.
Added 4 mins ago
Business Development Manager, Advanced Integrity Division
ROSEN-Group
Calgary, AB
ROSEN is looking for a Business Development Manager, that will be based in Houston, TX. This position reports directly to the Vice President, Advanced Integrity Division and will be a part…
Added 4 mins ago
Kitchener Retail Representative
Purolator
Guelph, ON
Serving our customers in the most efficient and courteous manner on the telephone and in person Up-selling and cross selling Corporate Products and Services
Added 7 mins ago
PC
Manager, Learning & Development
Provincial Credit Union
Charlottetown, PE
- Full-time
We’re looking for a Manager, Learning & Development to lead and strengthen how our people learn, grow and develop. This is an opportunity to shape learning across the organization, build…
Added 20 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 20 mins ago
AW
Building Services Worker- Tawow (PT DAY)
Atira Women's Resource Society
Vancouver, BC
- Part-time
Reporting to the Building Manager, the Building Services Worker, is responsible for monitoring the facilities usage (sign in/sign-out), cleaning bathrooms, disposing of refuse, providing…
Added 20 mins ago
AW
Building Services Worker- Tawow (PT Overnight)
Atira Women's Resource Society
Vancouver, BC
- Part-time
Reporting to the Building Manager, the Building Services Worker, is responsible for monitoring the facilities usage (sign in/sign-out), cleaning bathrooms, disposing of refuse, providing…
Added 20 mins ago
AW
Building Service Worker (FT AFT (Mon-Fri))- Flint
Atira Women's Resource Society
Vancouver, BC
- Full-time
Reporting to the Program Manager, the Building Services Worker, is responsible for washing and cleaning floors and carpets, cleaning bathrooms, kitchens and room doors in common areas,…
Added 20 mins ago
AW
Building Service Worker (PT AFT )- Flint
Atira Women's Resource Society
Vancouver, BC
- Part-time
Reporting to the Program Manager, the Building Services Worker, is responsible for washing and cleaning floors and carpets, cleaning bathrooms, kitchens and room doors in common areas,…
Added 20 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
London, ON
- Other
Job Title: Operations Manager, Virtual Services

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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