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Added 1 min ago
NC
Criminal Courtworker
Native Counselling Services of Alberta
High Level, AB
- $50,000 to $66,000 CAD / year
- Full-time
Native Counselling Services of Alberta’s mission is to promote the resilience of the indigenous individual and family, through programs and services that are grounded in reclaiming our…
Added 1 min 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 1 min ago
FG
General Manager, Aerial Drone Operations
Flaman Group of Companies
Saskatoon, SK
- Full-time
We are seeking an entrepreneurial and results-driven General Manager, Aerial Drone Operations to lead and grow our aerial drone operations business. The successful candidate will oversee…
Added 1 min ago
T
Security Agent
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Part-time
Act proactively to detect, monitor, and report any potential security threats - dangerous situations, suspicious behavior, or other concerns - promptly notifying the Security Manager;
Added 1 min ago
CO
Director of Shelters and Housing
Christie Ossington Neighbourhood Centre
Toronto, ON
- Full-time
…including emergency shelters, transitional housing, and related…
Added 1 min ago
PE
MD, Head of Legal - Canada
Page Executive
Toronto, ON · Greater Toronto Area, Canada
- $500,000 to $600,000 CAD / year
- Full-time
Partner with business, product, compliance, and executive leadership teams to support the expansion of investment products and services across the Canadian market.
Added 2 mins ago
FF
Territory Manager
Flanagan Foodservice Inc.
Dartmouth, NS
- $65,000 to $75,000 CAD / year
- Full-time
Participate in industry events, networking, and conferences to build connections and promote company products and services.
Added 2 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 2 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 2 mins ago
HP
Program Manager, Halifax Connector and Workforce Development
Halifax Partnership
Halifax, NS
- Contract
Reporting to the Director, National Connector Program and Workforce Development, the Program Manager, Halifax Connector and Workforce Development, is responsible for managing the Halifax…
Added 2 mins ago
T
Security Agent
Techo-Bloc
Chambly, QC
- Part-time
Act proactively to detect, monitor, and report any potential security threats - dangerous situations, suspicious behavior, or other concerns - promptly notifying the Security Manager;
Added 2 mins ago
FB
Document Controller
Forbes Bros. Group of Companies
AB · Edmonton, AB
- Full-time
Forbes Bros is seeking a Document Controller to join our Shared Services team within Technical Services, supporting corporate functions, Major Projects and recurring revenue operations.…
Added 2 mins ago
WO
Supervisor/Charge (Point of Care Testing & Specimen Management) - Corporate Lab Admin-- Multiple Sites
William Osler Health System
Brampton, ON
- Full-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 2 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 2 mins ago
IC
Recovery Program Coordinator - RFT - DPR-01 (40 hours)
Island Crisis Care Society
Nanaimo, BC
- $30.95 to $35.52 CAD / hour
- Full-time
Under the direction of the Program Manager coordinates communication and daily program activities to create a safe, structured, and predictable therapeutic environment. Ensures that…
Added 2 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 2 mins ago
A
Dietary Aide-AgeCare West Williams
AgeCare
Kitchener, ON · AgeCare West Williams (Previously Westmount)
- Part-time
As a Dietary Aide at AgeCare, reporting to the Director or Dietary Manager, you will play a key role in ensuring our residents enjoy a pleasant dining experience. You will assist with the…
Added 2 mins ago
E
Land Development Project Engineer / Designer
EXP
Calgary, AB
- Full-time
…into the future. This is a full-time position reporting to the Manager, Land Development…
Added 2 mins ago
E
Land Development Design Technologist
EXP
Calgary, AB
- Full-time
…Working closely with Project Engineers/Managers and Discipline Manager and participate and provide support to senior staff in the design of complex Land Development projects including large…
Added 2 mins ago
M
Sr. Marketing Manager, Core Surgical Innovations
Medtronic
Brampton, ON · CAN-ON Brampton
- Full-time
The Sr. Marketing Manager leads marketing strategy and execution for the Core Surgical Innovations portfolio, translating customer and market needs into plans that support portfolio growth…
Added 2 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 2 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 2 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 2 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 2 mins ago
Manager, Global Banking and Markets Data Platform Governance
Scotiabank
Toronto, ON
3+ years of experience in Financial Services, with Capital Markets experience strongly preferred.

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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