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Added 13 mins ago
DR
General Manager
DMC Recruitment Group
SK · Saskatchewan, Canada
- Full-time
On behalf of our client, a leader in garage door manufacturing and distribution, we are seeking a hands-on General Manager to lead a Saskatoon distribution center. This role will oversee…
Added 13 mins ago
J
Major Account Manager
JobsMedia.io
Mascouche, QC
- Full-time
We are seeking an experienced Key Account Manager for a large company in the industrial sector. This individual will assume strategic responsibility for a portfolio of key accounts, with a…
Added 13 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Regina, SK
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 14 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 14 mins ago
HR
Beauty Advisor, Chantecaille
Holt Renfrew
Vancouver, BC
- Full-time
…lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is commission-based and is directly tied to sales volume…
Added 14 mins ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
The Specialist, Supplier Relationship Management will report to the Manager, Supplier Relationship Management and will support the Operations team in the effective management of third-party…
Added 14 mins ago
CB
Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
Financial Center General Ledger: Maintain general ledger transactions including intercompany charges, fixed assets, sales & use tax, and PP&E.
Added 14 mins ago
C
Home Centre Associate (Full-Time) - Red Deer - Central Alberta Co-op
Co-op
Red Deer, AB
- Full-time
Perform additional duties as assigned by the manager
Added 29 mins ago
S
Replenishment - Manager Replenishment (In Store)
Sobeys
Saskatoon, SK
- Full-time
Provide leadership and direction to replenishment teams across all departments to achieve sales, profit, and labour targets.
Added 29 mins ago
A
Third Key Holder
Ardene
Hamilton, ON
- Full-time
In the absence of the Store Manager and the Assistant Manager, the Third Key Holder is responsible for overseeing all store operations including: opening and closing procedures, store…
Added 29 mins ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
Reporting to the Senior Manager, Client Relations and Business Development, the BD Specialist works with members of the Vancouver office and assigned national practice and industry groups…
Added 29 mins ago
NF
Department Manager - Bistro (Food Services) - Contract - 12 months
Nature's Fare Markets
Kelowna, BC
- Contract
Do you love healthy food and customer service? Are you an experienced restaurant manager or chef looking for an opportunity for greater work/life balance? Then maybe this opportunity is for…
Added 29 mins ago
E
Performance Marketing Manager
ecobee
Toronto, ON
- Full-time
The Growth Marketing team is looking for a Performance Marketing Manager to own demand capture, converting demand into efficient, profitable revenue across our digital storefronts. This…
Added 29 mins ago
MR
Part-Time Sales Associate
Match Retail
Chilliwack, BC
- Part-time
Part-Time Sales Associate – Nespresso (Floater)
Added 29 mins ago
SI
Manager, Health & Safety
Saputo Inc.
Port Coquitlam, BC
- Full-time
…lies in manufacturing, operations, supply chain management, sales, quality assurance, or in any other function, your role is integral to our success. You will make contributions that…
Added 29 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 29 mins ago
IG
Bilingual Executive Assistant
Insight Global
Montreal, QC
- $30 to $35 CAD / hour
- Contract
Experience in hospitality, events, sales or another high-touch client-facing environment where white-glove service and responsiveness were important.
Added 29 mins ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
…marketing department. Working via online resources to generate sales lead information based on identified opportunities. Development of appropriate databases, resources, and lists for the…
Added 29 mins ago
OT
Business Development Manager
Olympia Tile+Stone Inc.
Toronto, ON
- Full-time
We are seeking an experienced, results-driven Business Development Manager to drive Flextile's sales growth, market expansion, and strategic business development initiatives across Canada…
Added 29 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…
Added 29 mins ago
W
Senior Manager, Data Analytics
Walmart
Mississauga, ON
- Full-time
…financial priorities and operational challenges, the Senior Manager anticipates analytical needs and proactively develops reporting, insights and AI-enabled solutions that help teams…
Added 29 mins ago
Manager, Digital Marketing Delivery - 12-month contract - Tangerine
Scotiabank
ON · Toronto, ON
The Digital Marketing Delivery Manager is responsible for collaborating & delivering the end-to-end customer journey for their respective digital marketing campaigns. Partnering with…
Added 29 mins ago
OEM Client Relationship Manager - Vancouver/Calgary
Scotiabank
Vancouver, BC
The OEM Client Relationship Manager is an automotive industry specialist in Dealer Finance who serves as a dedicated point of contact for a selected Original Equipment Manufacturer (OEM)…
Added 29 mins ago
Territory Sales Manager, East Regina SK (Contract)
UPL
SK · Field, Sask
Job Summary: Manage necessary sales activities involving external customers within the East Central SK (Regina East) geographic area. Apply strategic sales tactics to achieve budgeted sales…
Added 29 mins ago
AU
Customer Service Coordinator
Alsco Uniforms
Surrey, BC · Vancouver, BC
- Full-time
This position is full-time, non-exempt, and reports to the Service Manager. Wage $20.26/hour

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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