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Added 18 mins ago
PP
Support Services Manager
Park Place Seniors Living, Inc.
Surrey, BC
- Full-time
JOB SUMMARY: The Support Services Manager is responsible for recruiting, training and supervision of Housekeepers, Laundry Aides and may also oversee Food Services and Maintenance. Ensures…
Added 18 mins ago
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Property Manager
BGIS
MB · Manitoba, Canada
- Full-time
The Property Manager position supports and assists in the management of commercial real estate in accordance with the Management Agreements. The Property Manager is involved in all aspects…
Added 19 mins ago
NH
Human Resources and Staffing Assistant, Human Resources (Permanent, Part-Time)
Northumberland Hills Hospital
Cobourg, ON
- Part-time
Reporting to the Manager, Human Resources, the HR and Staffing Assistant is a member of a multidisciplinary team that is responsible for the coordination of staff scheduling and vacancy…
Added 19 mins ago
NL
Assistant-Analyste de laboratoire - Assistant Analyst
Neopharm Labs
Blainville, QC
- Full-time
Neopharm offre des services d’analyse aux fabricants de produits pharmaceutiques, produits de santé naturels et cosmétiques. Nos systèmes de qualité, constamment mis à jour, garantissent…
Added 19 mins ago
CM
Search Lead
Critical Mass
Toronto, ON
- Full-time
…data-driven Search strategy and delivery for a leading financial-services client. The role brings together search engine optimization (SEO), generative engine optimization (GEO), and AI…
Added 19 mins ago
A
Information Technology (IT) Manager
Argus
AB · Edmonton, AB
- Full-time
…experience. We deliver high-quality pigging valves and threading services to diverse industries worldwide - driven by reliability, innovation, and a people-first…
Added 19 mins ago
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Senior Marketing Manager, Lifecycle, Digital Investing
BMO
Toronto, ON · FCP
- Full-time
o Knowledge and experience in financial services (preferred).
Added 19 mins ago
PP
Support Services Manager
Park Place Seniors Living
Surrey, BC
- Full-time
JOB SUMMARY: The Support Services Manager is responsible for recruiting, training and supervision of Housekeepers, Laundry Aides and may also oversee Food Services and Maintenance. Ensures…
Added 34 mins ago
CB
Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
Provide shared services assistance for all financial processes and timely communication with profit centers, vendors, customers, and third party affiliates.
Added 48 mins ago
HI
Project Manager
HRbrain Inc.
Montreal, QC
- Contract
We are looking for a Project Manager! Reach out if you are interested and feel free to refer friends/colleagues!
Added 49 mins ago
FV
Manager, Strategic Relationships and Partnerships
Fraser Valley Health Care Foundation
Abbotsford, BC
- Full-time
As Manager, Strategic Relationships and Partnerships, you will lead the Foundation's major gifts, legacy giving, grants and partnerships with businesses, foundations and community…
Added 49 mins ago
E
Manager, Product Strategy & Operations
eBay
Toronto, ON
- Full-time
At eBay, we offer an outstanding chance to lead and innovate within our Services & Experience portfolio, spanning ads, shipping, payments, monetization, compliance, and risk. As the…
Added 1 hour ago
PS
Summer 2027 Student Sales Agronomist Intern - Southern Ontario
PRIDE Seeds
Pain Court, ON
- Full-time
…boundaries of innovation, delivering top-tier seed solutions, services, and trusted agronomy support to help Canadian farmers increase yield and profitability as they position themselves…
Added 1 hour ago
PS
Summer 2027 Student Sales Agronomist Intern - Alberta
PRIDE Seeds
Pain Court, ON
- Full-time
…boundaries of innovation, delivering top-tier seed solutions, services, and trusted agronomy support to help Canadian farmers increase yield and profitability as they position themselves…
Added 1 hour ago
PS
Summer 2027 Student Sales Agronomist Intern - Manitoba
PRIDE Seeds
Pain Court, ON
- Full-time
…boundaries of innovation, delivering top-tier seed solutions, services, and trusted agronomy support to help Canadian farmers increase yield and profitability as they position themselves…
Added 1 hour ago
S
Product Owner - Digital Enablement
Sanofi
Toronto, ON
- Full-time
4. Represent the User and Build Shared Understanding
Added 1 hour ago
TB
Distribution Coordinator - Contract
The Beer Store
Bolton, ON
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…business. Across our Retail Stores, Distribution Centres, Draught Services, Customer Experience Centre, and Corporate Office, our team brings passion, expertise, and a commitment to…
Added 1 hour ago
TB
Digital & eCommerce Specialist
The Beer Store
Bolton, ON
- Full-time
…business. Across our Retail Stores, Distribution Centres, Draught Services, Customer Experience Centre, and Corporate Office, our team brings passion, expertise, and a commitment to…
Added 1 hour ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 1 hour 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 1 hour ago
SC
BIM Modeller – Electrical
SYSTRA Canada
Toronto, ON
- $65,000 to $85,000 CAD / year
- Full-time
BIM Coordinator / BIM Manager / Electrical Lead Engineer
Added 1 hour ago
Clinical Learning Technician, College of Nursing (Weyburn)
University of Saskatchewan
Weyburn, SK
…province. This role is part of a provincially coordinated lab services team, supporting consistent standards, shared practices, and effective communication across all…
Added 1 hour ago
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Nurse B - Public Health Nurse
HealthCareersInSask.ca
Yorkton, SK
- Full-time
Job Description: The Public Health Nurse works under the direction of the Manager of Public Health Nursing. As an integral member of the Public Health Services team, provides nursing…
Added 1 hour 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…
Added 1 hour 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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